SUB icon

iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.49%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
121
Increased
267
Reduced
315
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
676
Arete Wealth Advisors
Illinois
$243K +$5.8K +55 +2%
BWM
677
BCS Wealth Management
Tennessee
$242K
WA
678
Wealthstream Advisors
New York
$241K +$241K +2,285 New
BSB
679
Bangor Savings Bank
Maine
$241K
RIA
680
Realta Investment Advisors
Delaware
$241K -$26.7K -253 -10%
MCCP
681
Mission Creek Capital Partners
California
$236K +$1.48K +14 +0.6%
HSWM
682
Hubbell Strickland Wealth Management
Louisiana
$236K +$1.05K +10 +0.4%
PMG
683
ProVise Management Group
Florida
$235K
CM
684
Columbus Macro
Pennsylvania
$234K -$337K -3,206 -59%
BWP
685
Baldwin Wealth Partners
Massachusetts
$234K
First Trust Advisors
686
First Trust Advisors
Illinois
$228K +$2.53K +24 +1%
PMG
687
Private Management Group
California
$227K +$227K +2,151 New
PG
688
Proffitt & Goodson
Tennessee
$226K +$10.5K +100 +5%
SS
689
Sunbelt Securities
Texas
$223K +$211 +2 +0.1%
OFP
690
OLIO Financial Planning
Virginia
$222K -$30.1K -286 -12%
ES
691
Eagle Strategies
New York
$222K +$211 +2 +0.1%
WWP
692
WR Wealth Planners
Missouri
$220K -$39.5K -375 -15%
SSC
693
Syverson Strege & Co
Iowa
$215K +$215K +2,043 New
WDG
694
Wealth Dimensions Group
Ohio
$215K
CAL
695
Capital Analysts LLC
Pennsylvania
$213K +$9.05K +86 +4%
LIA
696
LifePlan Investment Advisors
North Carolina
$212K -$12.1K -115 -5%
PFS
697
Prospera Financial Services
Texas
$212K -$1.9K -18 -0.9%
LWM
698
Lyell Wealth Management
California
$211K
PWPS
699
Pinnacle Wealth Planning Services
Ohio
$211K
SMA
700
Sage Mountain Advisors
Georgia
$211K