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iShares Short-Term National Muni Bond ETF

760 hedge funds and large institutions have $7.58B invested in iShares Short-Term National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 293 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
10.99%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.3%
New
68
Increased
293
Reduced
280
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWSG
701
GPS Wealth Strategies Group
Colorado
$123K
JIP
702
Jaffetilchin Investment Partners
Florida
$120K +$120K +1,133 New
VWM
703
Valley Wealth Managers
New Jersey
$115K
LIS
704
Legacy Investment Solutions
Idaho
$112K +$112K +1,058 New
LWMI
705
Legacy Wealth Management (Idaho)
Idaho
$112K +$112K +1,058 New
CAL
706
Capital Analysts LLC
Pennsylvania
$110K -$32.9K -308 -23%
DF
707
Dunhill Financial
United Kingdom
$108K +$108K +1,014 New
AAG
708
Armstrong Advisory Group
Massachusetts
$102K
AF
709
Aviso Financial
Ontario, Canada
$101K
IBOK
710
Independence Bank of Kentucky
Kentucky
$98.2K
WOSD
711
WFA of San Diego
California
$94.9K -$27.9K -263 -23%
FWA
712
FSC Wealth Advisors
New York
$83.9K +$425 +4 +0.5%
HWA
713
HHM Wealth Advisors
Tennessee
$74.3K
CIAS
714
Capital Investment Advisory Services
North Carolina
$73.9K
TCG
715
Transcendent Capital Group
Oklahoma
$72.9K +$10.8K +102 +17%
PP
716
Pacifica Partners
Canada
$71.7K -$2.66K -25 -4%
HNB
717
Huntington National Bank
Ohio
$68.2K -$67.1K
M
718
MOTCO
Texas
$67.6K
GWP
719
Gen-Wealth Partners
Michigan
$66.5K -$3.17K -30 -5%
CSWM
720
Cassady Schiller Wealth Management
Ohio
$62.9K
SHIM
721
Stone House Investment Management
Pennsylvania
$54.5K
SC
722
SouthState Corp
Florida
$50.7K -$425 -4 -0.8%
MWM
723
Mascoma Wealth Management
New Hampshire
$47.8K
AWM
724
Avior Wealth Management
Nebraska
$43.6K +$41.5K +391 +1,955%
S
725
SignatureFD
Georgia
$43.4K