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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 75 closing their positions.

Holders
784
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.5%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
121
Increased
267
Reduced
315
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SC
51
Slow Capital
California
$22.3M 211,595 -18,496 -8%
WJA
52
Willis Johnson & Associates
Texas
$22M 208,332 +128,679 +162%
HighTower Advisors
53
HighTower Advisors
Illinois
$21.2M 200,947 -45,745 -19%
Comerica Bank
54
Comerica Bank
Texas
$20.2M 191,990 +8,578 +5%
MML Investors Services
55
MML Investors Services
Massachusetts
$19.9M 189,017 -83,401 -31%
RWB
56
RMR Wealth Builders
New Jersey
$19.8M 187,671 -17,916 -9%
RJA
57
Raymond James & Associates
Florida
$19.2M 181,857 -218,605 -55%
OPS
58
Orion Portfolio Solutions
Nebraska
$18.8M 178,289 +7,126 +4%
BCI
59
Brinker Capital Investments
Pennsylvania
$18.8M 178,289 +7,126 +4%
Corient Private Wealth
60
Corient Private Wealth
Florida
$18.6M 176,350 +94,963 +117%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$18.1M 171,553 -53,054 -24%
MWM
62
Merriman Wealth Management
Washington
$17.8M 169,181 -134,291 -44%
RWM
63
Rockwood Wealth Management
Pennsylvania
$17.6M 166,723 +48,074 +41%
SSWM
64
Sheets Smith Wealth Management
North Carolina
$16.8M 159,666 -4,349 -3%
ERIM
65
Eagle Ridge Investment Management
Connecticut
$16.4M 155,509 +704 +0.5%
Members Trust
66
Members Trust
Florida
$16.2M 154,077 +97,983 +175%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$16.2M 153,948 +12,090 +9%
AWE
68
Avidian Wealth Enterprises
Texas
$15.9M 151,255 +4,301 +3%
ACA
69
Ackerman Capital Advisors
Texas
$15.6M 148,165 +130,642 +746%
AFG
70
Arkansas Financial Group
Arkansas
$15.2M 143,897 +6,495 +5%
UBV
71
United Bank (Virginia)
Virginia
$15.1M 143,241 -158,052 -52%
MWP
72
Meridian Wealth Partners
Pennsylvania
$14.8M 140,382 -6,392 -4%
HCM
73
Horiko Capital Management
New York
$14.7M 139,383 -54,403 -28%
AA
74
Alesco Advisors
New York
$14.1M 133,491 +6,091 +5%
B
75
Bailard
California
$13.8M 131,350 +39,572 +43%