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iShares Short-Term National Muni Bond ETF

756 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-28
Holders Change %
-3.57%
% of All Funds
10.96%
Holding in Top 10
29
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-30.95%
% of All Funds
0.42%
New
56
Increased
284
Reduced
302
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
XF
651
XML Financial
Maryland
$241K +$314 +3 +0.1%
BWM
652
BCS Wealth Management
Tennessee
$240K
FHC
653
First Heartland Consultants
Missouri
$240K +$240K +2,294 New
CAG
654
Csenge Advisory Group
Florida
$237K -$17.7K -169 -7%
CM
655
Columbus Macro
Pennsylvania
$233K
NB
656
Nicolet Bankshares
Wisconsin
$233K +$233K +2,227 New
First Trust Advisors
657
First Trust Advisors
Illinois
$233K +$5.76K +55 +3%
ARC
658
Advisor Resource Council
Texas
$232K +$232K +2,200 New
PFBT
659
Parkside Financial Bank & Trust
Missouri
$230K +$21.7K +207 +10%
MRWM
660
ML&R Wealth Management
Texas
$229K -$456K -4,352 -67%
PG
661
Proffitt & Goodson
Tennessee
$225K
AWM
662
Apollon Wealth Management
South Carolina
$223K -$40K -382 -15%
SWA
663
Sax Wealth Advisors
New Jersey
$222K +$222K +2,120 New
SS
664
Sunbelt Securities
Texas
$222K +$105 +1 +0%
AC
665
ASB Consultores
Florida
$222K +$222K +2,118 New
OFP
666
OLIO Financial Planning
Virginia
$221K -$1.58K -15 -0.7%
CFS
667
Coordinated Financial Services
Colorado
$219K +$219K +2,089 New
SSC
668
Syverson Strege & Co
Iowa
$214K
SFG
669
SevenBridge Financial Group
Pennsylvania
$214K +$214K +2,045 New
SVWG
670
Shared Vision Wealth Group
United States
$213K -$47.3K -452 -18%
WDG
671
Wealth Dimensions Group
Ohio
$213K
S
672
Sachetta
Massachusetts
$211K
PWPS
673
Pinnacle Wealth Planning Services
Ohio
$209K
SMA
674
Sage Mountain Advisors
Georgia
$209K
TH
675
TCTC Holdings
Texas
$209K +$209K +2,000 New