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iShares Short-Term National Muni Bond ETF

760 hedge funds and large institutions have $7.58B invested in iShares Short-Term National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 293 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
10.99%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.3%
New
68
Increased
293
Reduced
280
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TC
651
Trust Company
Kansas
$247K -$44.3K -417 -15%
TWM
652
TSA Wealth Management
Texas
$246K +$246K +2,313 New
WG
653
Wealth Group
North Carolina
$244K +$244K +2,299 New
CM
654
Columbus Macro
Pennsylvania
$244K
FIA
655
Foundations Investment Advisors
Arizona
$243K +$243K +2,288 New
GAM
656
Gemmer Asset Management
California
$241K +$241K +2,275 New
BFO
657
Boston Family Office
Massachusetts
$237K -$61.1K -575 -20%
PG
658
Proffitt & Goodson
Tennessee
$230K
CAM
659
Creekmur Asset Management
Illinois
$229K +$7.12K +67 +3%
RFP
660
Roth Financial Partners
Texas
$229K -$6.9K -65 -3%
ES
661
Eagle Strategies
New York
$228K -$10.4K -98 -4%
RZH
662
Relyea Zuckerberg Hanson
Connecticut
$226K +$226K +2,128 New
TFG
663
Team Financial Group
California
$225K -$40.6K -382 -15%
OFP
664
OLIO Financial Planning
Virginia
$221K
WDG
665
Wealth Dimensions Group
Ohio
$216K
SFG
666
SevenBridge Financial Group
Pennsylvania
$216K
LSAG
667
Lake Street Advisors Group
New Hampshire
$215K -$106 -1 -0%
FRA
668
Frank Rimerman Advisors
California
$215K
AWA
669
Arete Wealth Advisors
Illinois
$214K -$26.5K -250 -11%
S
670
Sachetta
Massachusetts
$212K
PWPS
671
Pinnacle Wealth Planning Services
Ohio
$212K
SMA
672
Sage Mountain Advisors
Georgia
$212K
GFG
673
Goldstone Financial Group
Illinois
$212K
SS
674
Sunbelt Securities
Texas
$210K +$9.03K +85 +4%
TSS
675
Two Sigma Securities
New York
$209K -$191K -1,794 -48%