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iShares Short-Term National Muni Bond ETF

755 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 286 increasing their positions, 295 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
10.98%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
65
Increased
286
Reduced
295
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DIP
701
DT Investment Partners
Pennsylvania
$97.4K -$7.01K -67 -7%
IBOK
702
Independence Bank of Kentucky
Kentucky
$96.7K +$96.7K +925 New
GRP
703
Global Retirement Partners
California
$92.8K +$9.2K +88 +11%
AFWM
704
Abich Financial Wealth Management
Virginia
$84.4K +$84.4K +807 New
CB
705
Chris Bulman
California
$83.8K +$83.8K +802 New
FWA
706
FSC Wealth Advisors
New York
$82.2K +$418 +4 +0.5%
PP
707
Pacifica Partners
Canada
$73.2K -$7.84K -75 -10%
HWA
708
HHM Wealth Advisors
Tennessee
$73.2K
CIAS
709
Capital Investment Advisory Services
North Carolina
$72.8K
GWP
710
Gen-Wealth Partners
Michigan
$69K
HNB
711
Huntington National Bank
Ohio
$67.1K -$67.2K
M
712
MOTCO
Texas
$66.6K
PCWA
713
Pacific Capital Wealth Advisors
California
$64.8K -$2.93K -28 -4%
CSWM
714
Cassady Schiller Wealth Management
Ohio
$61.9K
TCG
715
Transcendent Capital Group
Oklahoma
$61.2K +$209 +2 +0.3%
SHIM
716
Stone House Investment Management
Pennsylvania
$53.6K -$6.58K -63 -11%
GM
717
GeoWealth Management
Illinois
$50.7K +$50.7K +485 New
SC
718
SouthState Corp
Florida
$50.3K -$5.96K -57 -11%
MWM
719
Mascoma Wealth Management
New Hampshire
$47K
IWP
720
IAG Wealth Partners
Wisconsin
$44.3K +$44.3K +424 New
S
721
SignatureFD
Georgia
$42.8K +$1.46K +14 +4%
FAM
722
Family Asset Management
South Carolina
$36.6K +$36.6K +350 New
LWANC
723
Laurel Wealth Advisors (North Carolina)
North Carolina
$36.3K
NP
724
NorthRock Partners
Minnesota
$35.8K +$25.7K +246 +256%
BWAM
725
Boyd Watterson Asset Management
Ohio
$34.4K