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iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.84%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCWM
701
Bartlett & Co Wealth Management
Ohio
$62.4K
BC
702
Bartlett & Co
Ohio
$62K
RTC
703
Riverview Trust Company
Washington
$61.3K
SC
704
SouthState Corp
Florida
$58K -$5.93K -57 -9%
PG
705
Prostatis Group
Maryland
$52.3K +$52.3K +52,332 New
KFI
706
Key Financial Inc
Pennsylvania
$51.4K
BCM
707
Bourgeon Capital Management
Connecticut
$47.7K +$47.7K +458 New
FCT
708
First Community Trust
Iowa
$46.8K +$46.8K +450 New
MWM
709
Mascoma Wealth Management
New Hampshire
$46.6K
PB
710
Pinnacle Bancorp
Nebraska
$44K -$192K -1,841 -81%
NRC
711
New Republic Capital
North Carolina
$43.1K +$208 +2 +0.5%
KSWA
712
Kathleen S. Wright Associates
Pennsylvania
$42.8K +$104 +1 +0.2%
APC
713
Aspire Private Capital
North Carolina
$42.1K -$21.7K -209 -34%
HI
714
Hendershot Investments
Virginia
$41.2K
BWAM
715
Boyd Watterson Asset Management
Ohio
$39.4K -$64.6K -621 -62%
FCA
716
FinTrust Capital Advisors
South Carolina
$37.3K
LWANC
717
Laurel Wealth Advisors (North Carolina)
North Carolina
$36.1K
JFGIW
718
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33.4K
ACA
719
Aptus Capital Advisors
Alabama
$29.7K
CB
720
CNB Bank
Pennsylvania
$27.1K
HNB
721
Huntington National Bank
Ohio
$26.5K -$31.9K
ADL
722
Asset Dedication LLC
California
$25K
AWM
723
Avior Wealth Management
Nebraska
$24.4K
HT
724
Headlands Technologies
Illinois
$21.6K +$21.6K +208 New
GI
725
Gradient Investments
Minnesota
$21K -$7.6K -73 -27%