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iShares Short-Term National Muni Bond ETF

755 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 286 increasing their positions, 295 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
10.98%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
65
Increased
286
Reduced
295
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VFPW
651
Vantage Financial Partners (Wisconsin)
Wisconsin
$237K -$142K -1,356 -37%
First Trust Advisors
652
First Trust Advisors
Illinois
$235K +$3.14K +30 +1%
ES
653
Eagle Strategies
New York
$235K -$194K -1,857 -45%
FCI
654
Financial Counselors Inc
Kansas
$234K +$30.6K +293 +15%
NB
655
Nicolet Bankshares
Wisconsin
$233K
AWM
656
Able Wealth Management
New Jersey
$233K -$136K -1,299 -37%
RFP
657
Roth Financial Partners
Texas
$232K +$232K +2,223 New
PG
658
Proffitt & Goodson
Tennessee
$227K +$2.41K +23 +1%
RGC
659
Roberts, Glore & Co
Illinois
$226K +$22.5K +215 +11%
SAM
660
Smartleaf Asset Management
Massachusetts
$222K +$155K +1,481 +232%
OFP
661
OLIO Financial Planning
Virginia
$221K
CAM
662
Creekmur Asset Management
Illinois
$219K +$219K +2,094 New
SFG
663
SevenBridge Financial Group
Pennsylvania
$216K
WDG
664
Wealth Dimensions Group
Ohio
$213K
LA
665
Lane & Associates
New Jersey
$212K +$5.75K +55 +3%
LSAG
666
Lake Street Advisors Group
New Hampshire
$212K -$376K -3,600 -64%
FRA
667
Frank Rimerman Advisors
California
$212K -$1.3M -12,426 -86%
S
668
Sachetta
Massachusetts
$210K
TH
669
TCTC Holdings
Texas
$209K
PWPS
670
Pinnacle Wealth Planning Services
Ohio
$209K
SMA
671
Sage Mountain Advisors
Georgia
$209K
GFG
672
Goldstone Financial Group
Illinois
$209K
KP
673
Keel Point
Alabama
$208K -$3.17K -30 -2%
AWP
674
Avid Wealth Partners
Texas
$205K +$205K +1,965 New
APC
675
Aspire Private Capital
North Carolina
$203K +$113K +1,081 +126%