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iShares Short-Term National Muni Bond ETF

750 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.96%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
651
Mattern Wealth Management
Kansas
$226K -$15.9K -155 -7%
VCA
652
Verdence Capital Advisors
Maryland
$221K +$221K +2,153 New
First Trust Advisors
653
First Trust Advisors
Illinois
$220K -$54.6K -531 -20%
LIA
654
LifePlan Investment Advisors
North Carolina
$219K
SS
655
Sunbelt Securities
Texas
$218K -$2.98K -29 -1%
ES
656
Eagle Strategies
New York
$217K +$217K +2,105 New
SW
657
SteelPeak Wealth
California
$216K -$36K -350 -14%
RZH
658
Relyea Zuckerberg Hanson
Connecticut
$216K +$216K +2,099 New
SPWG
659
Syntegra Private Wealth Group
Missouri
$216K -$168K -1,638 -44%
NFG
660
Nations Financial Group
Iowa
$213K -$412 -4 -0.2%
PWA
661
Pillar Wealth Advisors
Pennsylvania
$212K -$19.9K -193 -9%
PG
662
Proffitt & Goodson
Tennessee
$210K +$1.54K +15 +0.7%
MFG
663
Merit Financial Group
Georgia
$210K +$514 +5 +0.2%
WDG
664
Wealth Dimensions Group
Ohio
$209K -$97K -943 -32%
PFS
665
Prospera Financial Services
Texas
$209K +$209K +2,028 New
PIA
666
Pinion Investment Advisors
Kansas
$208K +$208K +2,025 New
DADC
667
D.A. Davidson & Co
Montana
$208K +$1.23K +12 +0.6%
TCA
668
Transcend Capital Advisors
New Jersey
$207K -$7.2K -70 -3%
LWM
669
Lyell Wealth Management
California
$206K
PWPS
670
Pinnacle Wealth Planning Services
Ohio
$206K
SMA
671
Sage Mountain Advisors
Georgia
$206K
AFM
672
Armstrong Fleming & Moore
District of Columbia
$204K -$167K -1,620 -45%
RGC
673
Roberts, Glore & Co
Illinois
$201K
FPGK
674
Financial Partners Group (Kansas)
Kansas
$200K -$1.35K -13 -0.7%
CAL
675
Capital Analysts LLC
Pennsylvania
$199K +$62.9K +613 +46%