SUB icon

iShares Short-Term National Muni Bond ETF

756 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-28
Holders Change %
-3.57%
% of All Funds
10.96%
Holding in Top 10
29
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-30.95%
% of All Funds
0.42%
New
56
Increased
284
Reduced
302
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FF
701
Friedenthal Financial
New Jersey
$138K +$40.2K +384 +41%
NCM
702
Northwest Capital Management
Oregon
$137K
BBHC
703
Brown Brothers Harriman & Co
New York
$137K -$367K -3,500 -73%
AEPWM
704
Atlantic Edge Private Wealth Management
Florida
$136K
AAG
705
Armstrong Advisory Group
Massachusetts
$125K
Jones Financial Companies
706
Jones Financial Companies
Missouri
$121K +$15.8K +151 +15%
NMM
707
Naples Money Management
Florida
$108K +$108K +1,030 New
DIP
708
DT Investment Partners
Pennsylvania
$105K -$5.76K -55 -5%
CQS
709
Credential Qtrade Securities
$100K
APC
710
Aspire Private Capital
North Carolina
$90.1K +$90.1K +860 New
GRP
711
Global Retirement Partners
California
$83.7K -$29.1K -278 -26%
FWA
712
FSC Wealth Advisors
New York
$81.9K +$314 +3 +0.4%
PP
713
Pacifica Partners
Canada
$81.2K -$9.43K -90 -10%
AWM
714
Avior Wealth Management
Nebraska
$79.9K -$581K -5,544 -88%
HWA
715
HHM Wealth Advisors
Tennessee
$73.3K
CIAS
716
Capital Investment Advisory Services
North Carolina
$72.9K
GWP
717
Gen-Wealth Partners
Michigan
$69.1K +$69.1K +660 New
PCWA
718
Pacific Capital Wealth Advisors
California
$67.9K -$3.04K -29 -4%
HNB
719
Huntington National Bank
Ohio
$67.2K -$67.7K
SAM
720
Smartleaf Asset Management
Massachusetts
$66.8K -$31K -296 -32%
M
721
MOTCO
Texas
$66.7K
CSWM
722
Cassady Schiller Wealth Management
Ohio
$62K +$14.9K +142 +32%
TCG
723
Transcendent Capital Group
Oklahoma
$61.1K +$5.56K +53 +10%
SHIM
724
Stone House Investment Management
Pennsylvania
$60.4K +$16.8K +160 +38%
DJSG
725
D.J. St. Germain
Massachusetts
$60.2K +$51.8K +495 +619%