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iShares Short-Term National Muni Bond ETF

750 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.96%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BC
701
Bartlett & Co
Ohio
$62K
BCWM
702
Bartlett & Co Wealth Management
Ohio
$61.7K
CWP
703
Concord Wealth Partners
Virginia
$61.1K -$720 -7 -1%
RTC
704
Riverview Trust Company
Washington
$60.6K
SC
705
SouthState Corp
Florida
$56.3K -$1.03K -10 -2%
KFI
706
Key Financial Inc
Pennsylvania
$50.8K
BIA
707
Bell Investment Advisors
California
$49.3K -$1.07M -10,353 -96%
MWM
708
Mascoma Wealth Management
New Hampshire
$46.3K
HGERS
709
Householder Group Estate & Retirement Specialist
Arizona
$46K +$46K +447 New
PB
710
Pinnacle Bancorp
Nebraska
$43.5K
APC
711
Aspire Private Capital
North Carolina
$41.7K
LWANC
712
Laurel Wealth Advisors (North Carolina)
North Carolina
$35.7K
BWAM
713
Boyd Watterson Asset Management
Ohio
$33.8K -$5.14K -50 -13%
CSWM
714
Cassady Schiller Wealth Management
Ohio
$33.3K -$151K -1,464 -82%
JFGIW
715
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33K
FAM
716
Flaharty Asset Management
Florida
$32.2K +$32.2K +313 New
NRC
717
New Republic Capital
North Carolina
$31.4K -$11.2K -109 -26%
Legacy Financial Group (Iowa)
718
Legacy Financial Group (Iowa)
Iowa
$30.2K +$30.2K +294 New
ACA
719
Aptus Capital Advisors
Alabama
$29.3K
CB
720
CNB Bank
Pennsylvania
$26.7K
KFS
721
Kelly Financial Services
Massachusetts
$21.5K -$60.9K -592 -74%
NL
722
NVWM LLC
Pennsylvania
$21.3K +$720 +7 +4%
S
723
SignatureFD
Georgia
$20.7K
GA
724
GoalVest Advisory
New York
$20.3K +$20.3K +197 New
OLVIG
725
Oliver Lagore Vanvalin Investment Group
Michigan
$19K