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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $9.75B invested in iShares Short-Term National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 317 increasing their positions, 219 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+73
Holders Change %
+10.27%
% of All Funds
12.65%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
0.95%
New
169
Increased
317
Reduced
219
Closed
77
Calls
$23K
Puts
Net Calls
+$23K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Shares
Change %
RA
726
Rise Advisors
New York
$113K +$521 +5 +0.5%
BWAM
727
Boyd Watterson Asset Management
Ohio
$104K +$104K +1,000 New
CF
728
Centaurus Financial
California
$104K -$112K -1,080 -52%
ACA
729
Aptus Capital Advisors
Alabama
$99.1K +$99.1K +950 New
WTA
730
Washington Trust Advisors
Massachusetts
$98.5K
APC
731
Aspire Private Capital
North Carolina
$88K +$88K +844 New
FAM
732
Family Asset Management
South Carolina
$81K +$81K +777 New
CDIA
733
Capital Directions Investment Advisors
Georgia
$79.2K +$79.2K +760 New
HWA
734
HHM Wealth Advisors
Tennessee
$75.4K +$73K +700 +3,043%
CIAS
735
Capital Investment Advisory Services
North Carolina
$72.6K
CAL
736
Capital Analysts LLC
Pennsylvania
$67K -$267K -2,578 -80%
SC
737
SouthState Corp
Florida
$64.9K -$25.3K -243 -28%
CWP
738
Concord Wealth Partners
Virginia
$63.3K +$63.3K +607 New
BC
739
Bartlett & Co
Ohio
$63K
AA
740
AlphaMark Advisors
Kentucky
$63K +$52.4K +500 +495%
OSAM
741
O'Shaughnessy Asset Management
Connecticut
$62.7K +$42K +403 +204%
BCWM
742
Bartlett & Co Wealth Management
Ohio
$62.6K
USCWA
743
U.S. Capital Wealth Advisors
Texas
$62.5K +$62.5K +599 New
RTC
744
Riverview Trust Company
Washington
$61K
MFC
745
Morris Financial Concepts
South Carolina
$58.1K +$53.8K +516 +1,259%
Fidelity Investments
746
Fidelity Investments
Massachusetts
$56.3K -$37K -355 -40%
AWM
747
AllSquare Wealth Management
New York
$52.1K
HCM
748
Hollencrest Capital Management
California
$52.1K +$52.1K +500 New
MWM
749
Mascoma Wealth Management
New Hampshire
$46.9K
KSWA
750
Kathleen S. Wright Associates
Pennsylvania
$46K