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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $9.75B invested in iShares Short-Term National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 317 increasing their positions, 219 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+73
Holders Change %
+10.27%
% of All Funds
12.65%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
0.95%
New
169
Increased
317
Reduced
219
Closed
77
Calls
$23K
Puts
Net Calls
+$23K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Shares
Change %
CPSC
701
Carl P. Sherr & Co
Massachusetts
$201K +$201K +1,929 New
CPG
702
Cornerstone Planning Group
New Jersey
$189K +$189K +1,796 New
CSWM
703
Cassady Schiller Wealth Management
Ohio
$186K -$577K -5,530 -76%
AWM
704
Accel Wealth Management
Iowa
$177K +$417 +4 +0.2%
GWM
705
Geneos Wealth Management
Colorado
$176K
KFS
706
Kelly Financial Services
Massachusetts
$171K -$36.9K -354 -18%
DCBT
707
Dakota Community Bank & Trust
North Dakota
$163K
TC
708
Trust Company
Kansas
$158K +$158K +1,512 New
UB
709
UMB Bank
Missouri
$157K -$308K -2,952 -66%
OIA
710
Optimum Investment Advisors
Illinois
$156K
LS
711
Leelyn Smith
Illinois
$156K +$156K +1,500 New
PTC
712
Private Trust Company
Ohio
$146K +$83.1K +800 +132%
TFS
713
TrustCore Financial Services
Tennessee
$141K -$26.1K -250 -16%
BWA
714
BDO Wealth Advisors
Florida
$136K
AAG
715
Armstrong Advisory Group
Massachusetts
$135K +$135K +1,296 New
JAWM
716
J. Arnold Wealth Management
Ohio
$131K +$131K +1,256 New
TCWA
717
Ten Capital Wealth Advisors
Washington
$130K
PP
718
Pacifica Partners
Canada
$126K
LFA
719
LGT Financial Advisors
Texas
$122K +$122K +1,170 New
CQS
720
Credential Qtrade Securities
$121K -$834 -8 -0.7%
BBHC
721
Brown Brothers Harriman & Co
New York
$120K -$152K -1,457 -56%
GRP
722
Global Retirement Partners
California
$117K +$63.6K +610 +120%
DIP
723
DT Investment Partners
Pennsylvania
$116K +$15.8K +152 +16%
HNB
724
Huntington National Bank
Ohio
$114K -$559K
AWM
725
Accurate Wealth Management
Florida
$113K +$113K +1,080 New