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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 %
NS
676
NBC Securities
Alabama
$197K +$197K +1,916 New
PCMC
677
Private Capital Management (Colorado)
Colorado
$196K +$2.37K +23 +1%
GIA
678
Goodwin Investment Advisory
Georgia
$178K -$9.16K -89 -5%
LFA
679
LGT Financial Advisors
Texas
$168K +$48.1K +468 +40%
CT
680
Clearstead Trust
Maine
$167K -$49.4K -480 -23%
Fidelity Investments
681
Fidelity Investments
Massachusetts
$166K -$163K -1,589 -50%
GRP
682
Global Retirement Partners
California
$156K +$5.34K +52 +4%
OIA
683
Optimum Investment Advisors
Illinois
$154K
GEA
684
Glen Eagle Advisors
New Jersey
$147K -$329K -3,200 -69%
BBHC
685
Brown Brothers Harriman & Co
New York
$145K +$134K +1,305 +1,255%
RBC
686
Rye Brook Capital
Connecticut
$144K
NCM
687
Northwest Capital Management
Oregon
$135K -$10.9K -106 -7%
AAG
688
Armstrong Advisory Group
Massachusetts
$122K -$33K -321 -21%
SSB
689
Sandy Spring Bank
Maryland
$113K +$113K +1,100 New
DCBT
690
Dakota Community Bank & Trust
North Dakota
$99.3K
CQS
691
Credential Qtrade Securities
$98.3K
PP
692
Pacifica Partners
Canada
$88.9K -$5.65K -55 -6%
HWA
693
HHM Wealth Advisors
Tennessee
$81.8K
GI
694
Gradient Investments
Minnesota
$81.8K +$61K +593 +294%
FWA
695
FSC Wealth Advisors
New York
$79.7K +$309 +3 +0.4%
CIAS
696
Capital Investment Advisory Services
North Carolina
$71.6K
HNB
697
Huntington National Bank
Ohio
$66K -$26.5K
WOSD
698
WFA of San Diego
California
$65.9K -$31.5K -306 -32%
M
699
MOTCO
Texas
$65.5K
CPG
700
Cornerstone Planning Group
New Jersey
$62.7K -$95.2K -925 -60%