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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.

Holders
757
Holders Change
-27
Holders Change %
-3.44%
% of All Funds
12.12%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
66
Increased
249
Reduced
326
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SL
51
Salomon & Ludwin
Virginia
$23.9M 228,444 +12,197 +6%
RWM
52
Ritholtz Wealth Management
New York
$23.4M 223,380 +1,401 +0.6%
SSWM
53
Sheets Smith Wealth Management
North Carolina
$23.1M 221,010 -40,267 -15%
BSW
54
Buckingham Strategic Wealth
Missouri
$22.9M 219,507
MAS
55
Meeder Advisory Services
Ohio
$22.8M 217,872 +11,498 +6%
Goldman Sachs
56
Goldman Sachs
New York
$22.6M 215,988 -565,253 -72%
DCM
57
DGS Capital Management
New Jersey
$22.1M 210,869 +13,793 +7%
HCM
58
Horiko Capital Management
New York
$21.9M 208,886 +13,925 +7%
Nisa Investment Advisors
59
Nisa Investment Advisors
Missouri
$21.6M 206,100
MML Investors Services
60
MML Investors Services
Massachusetts
$19.9M 190,478 -85,049 -31%
BCM
61
BlueCrest Capital Management
Jersey
$19.3M 184,698 +184,698 New
PAS
62
Park Avenue Securities
New York
$18.8M 179,277 -37,158 -17%
AWE
63
Avidian Wealth Enterprises
Texas
$18.8M 179,187 +88,008 +97%
OPS
64
Orion Portfolio Solutions
Nebraska
$18.5M 176,412 +65,141 +59%
BCI
65
Brinker Capital Investments
Pennsylvania
$18.5M 176,412 +98,909 +128%
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$18.1M 298,606 -2,180 -0.7%
SC
67
Slow Capital
California
$17.7M 169,527 +103,896 +158%
RWB
68
RMR Wealth Builders
New Jersey
$17.5M 167,391 +33,665 +25%
MW
69
MBL Wealth
North Carolina
$17.4M 166,660 -19,577 -11%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$17.1M 163,627 -28,425 -15%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$16.7M 159,140 -26,181 -14%
BC
72
Brio Consultants
California
$16.6M 159,031 +3,090 +2%
MWP
73
Meridian Wealth Partners
Pennsylvania
$16.3M 155,847 -4,048 -3%
SGCA
74
Steel Grove Capital Advisors
Tennessee
$15.9M 152,186 -22,414 -13%
ERIM
75
Eagle Ridge Investment Management
Connecticut
$15.6M 148,556 +2,927 +2%