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iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.84%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
676
WealthPLAN Partners
Nebraska
$184K -$19.2K -185 -9%
CPG
677
Cornerstone Planning Group
New Jersey
$160K +$160K +1,534 New
AAG
678
Armstrong Advisory Group
Massachusetts
$157K
OIA
679
Optimum Investment Advisors
Illinois
$156K
GRP
680
Global Retirement Partners
California
$153K -$1.66K -16 -1%
NCM
681
Northwest Capital Management
Oregon
$148K +$148K +1,418 New
RBC
682
Rye Brook Capital
Connecticut
$146K +$146K +1,400 New
CAL
683
Capital Analysts LLC
Pennsylvania
$138K +$20.5K +197 +17%
BWA
684
BDO Wealth Advisors
Florida
$135K
AF
685
Advisornet Financial
Minnesota
$131K -$140K -1,345 -52%
TCWA
686
Ten Capital Wealth Advisors
Washington
$129K
LFA
687
LGT Financial Advisors
Texas
$122K +$122K +1,170 New
DCBT
688
Dakota Community Bank & Trust
North Dakota
$100K -$47.2K -454 -32%
CQS
689
Credential Qtrade Securities
$99.4K
WOSD
690
WFA of San Diego
California
$98.5K +$98.5K +947 New
PP
691
Pacifica Partners
Canada
$95.6K -$21.8K -210 -19%
DI
692
Disciplined Investments
Oklahoma
$91.7K -$316K -3,035 -78%
KFS
693
Kelly Financial Services
Massachusetts
$83.3K -$34.3K -330 -29%
WTA
694
Washington Trust Advisors
Massachusetts
$83.2K -$15.1K -145 -15%
HWA
695
HHM Wealth Advisors
Tennessee
$82.7K +$9.88K +95 +14%
FWA
696
FSC Wealth Advisors
New York
$80.2K +$80.2K +771 New
NFSG
697
Newbridge Financial Services Group
Florida
$72.8K -$250K -2,400 -77%
CIAS
698
Capital Investment Advisory Services
North Carolina
$72.4K
M
699
MOTCO
Texas
$66.3K +$66.3K +637 New
CWP
700
Concord Wealth Partners
Virginia
$62.6K +$208 +2 +0.3%