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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
-27
Holders Change %
-3.44%
% of All Funds
12.12%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
66
Increased
249
Reduced
326
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
701
Fidelity Investments
Massachusetts
$115K +$58.9K +563 +104%
BWAM
702
Boyd Watterson Asset Management
Ohio
$105K
RFG
703
RFP Financial Group
Georgia
$101K -$3.88M -37,070 -97%
CQS
704
Credential Qtrade Securities
$100K -$21.2K -202 -17%
BBHC
705
Brown Brothers Harriman & Co
New York
$100K -$20.1K -192 -17%
WTA
706
Washington Trust Advisors
Massachusetts
$98.9K
OSAM
707
O'Shaughnessy Asset Management
Connecticut
$84K +$21K +201 +33%
HWA
708
HHM Wealth Advisors
Tennessee
$73.3K -$2.41K -23 -3%
CIAS
709
Capital Investment Advisory Services
North Carolina
$72.9K
APC
710
Aspire Private Capital
North Carolina
$64.3K -$24.1K -230 -27%
SC
711
SouthState Corp
Florida
$64.3K -$837 -8 -1%
BC
712
Bartlett & Co
Ohio
$63K
HGERS
713
Householder Group Estate & Retirement Specialist
Arizona
$63K +$63K +602 New
BCWM
714
Bartlett & Co Wealth Management
Ohio
$62.8K
CWP
715
Concord Wealth Partners
Virginia
$62.7K -$837 -8 -1%
RTC
716
Riverview Trust Company
Washington
$61.7K
RA
717
Rise Advisors
New York
$59.8K -$53.7K -513 -47%
KFI
718
Key Financial Inc
Pennsylvania
$51.7K +$51.7K +494 New
CT
719
Clearstead Trust
Maine
$50.2K +$50.2K +480 New
NL
720
NVWM LLC
Pennsylvania
$49.7K +$49.7K +475 New
MWM
721
Mascoma Wealth Management
New Hampshire
$47K
NRC
722
New Republic Capital
North Carolina
$43.1K -$2.83K -27 -6%
KSWA
723
Kathleen S. Wright Associates
Pennsylvania
$43K -$2.93K -28 -6%
HI
724
Hendershot Investments
Virginia
$41.5K +$24.2K +231 +140%
FCA
725
FinTrust Capital Advisors
South Carolina
$37.3K