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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 %
SIC
676
Sterling Investment Counsel
New York
$202K
HPA
677
High Probability Advisors
New York
$202K +$523 +5 +0.3%
BFP
678
Brewster Financial Planning
New York
$201K +$201K +1,919 New
CFO
679
CVA Family Office
Colorado
$200K +$179K +1,715 +858%
OA
680
Operose Advisors
Wisconsin
$200K
SS
681
Sunbelt Securities
Texas
$198K -$23.5K -225 -11%
CT
682
Clearstead Trust
Maine
$170K
FF
683
Friedenthal Financial
New Jersey
$170K +$31.8K +304 +23%
ATPW
684
Ashton Thomas Private Wealth
Arizona
$170K +$170K +1,625 New
PCMC
685
Private Capital Management (Colorado)
Colorado
$166K -$444K -4,246 -73%
LFA
686
LGT Financial Advisors
Texas
$156K -$29.5K -282 -16%
NS
687
NBC Securities
Alabama
$152K
PFBT
688
Parkside Financial Bank & Trust
Missouri
$150K -$79.7K -762 -35%
GEA
689
Glen Eagle Advisors
New Jersey
$149K
WWP
690
WR Wealth Planners
Missouri
$149K +$105 +1 +0.1%
RBC
691
Rye Brook Capital
Connecticut
$146K
CAL
692
Capital Analysts LLC
Pennsylvania
$140K -$29.6K -283 -17%
BBHC
693
Brown Brothers Harriman & Co
New York
$136K
AEPWM
694
Atlantic Edge Private Wealth Management
Florida
$136K
TCWA
695
Turtle Creek Wealth Advisors
Texas
$134K +$134K +1,283 New
GWSG
696
GPS Wealth Strategies Group
Colorado
$121K -$22.6K -216 -16%
WOSD
697
WFA of San Diego
California
$121K +$121K +1,157 New
VWM
698
Valley Wealth Managers
New Jersey
$114K -$47.6K -455 -30%
AAG
699
Armstrong Advisory Group
Massachusetts
$100K -$24.2K -231 -19%
AF
700
Aviso Financial
Ontario, Canada
$99.8K +$99.8K +955 New