SUB icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
LWANC
726
Laurel Wealth Advisors (North Carolina)
North Carolina
$36.3K
CSWG
727
Cardinal Strategic Wealth Guidance
Kentucky
$35.4K -$20.4M -194,604 -100%
JFGIW
728
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33.6K +$33.6K +321 New
HNB
729
Huntington National Bank
Ohio
$31.9K -$114K
ACA
730
Aptus Capital Advisors
Alabama
$29.8K -$69.6K -665 -70%
GI
731
Gradient Investments
Minnesota
$28.8K +$28.8K +275 New
CB
732
CNB Bank
Pennsylvania
$27.2K
CWC
733
Carolinas Wealth Consulting
North Carolina
$25.6K +$105 +1 +0.4%
ADL
734
Asset Dedication LLC
California
$25K
AWM
735
Avior Wealth Management
Nebraska
$24.6K +$628 +6 +3%
Commonwealth Equity Services
736
Commonwealth Equity Services
Massachusetts
$21.4K -$6.72K -64,161 -24%
S
737
SignatureFD
Georgia
$21K
MFA
738
McClarren Financial Advisors
Pennsylvania
$20K
SCA
739
Stonebridge Capital Advisors
Minnesota
$18.3K
FCMT
740
Founders Capital Management (Texas)
Texas
$18K
CWA
741
Clearview Wealth Advisors
Oregon
$15.7K
WT
742
Washington Trust
Rhode Island
$15K +$15K +143 New
OLVIG
743
Oliver Lagore Vanvalin Investment Group
Michigan
$14.4K +$14.4K +138 New
WBC
744
West Branch Capital
Massachusetts
$11K
ATC
745
Adirondack Trust Company
New York
$10.5K
TIM
746
Tortoise Investment Management
New York
$10.5K
LFA
747
Level Financial Advisors
New York
$10K -$5.86K -56 -37%
CIA
748
Cape Investment Advisory
Georgia
$9K +$9K +86 New
CA
749
Centerpoint Advisors
Massachusetts
$9K +$9K +84 New
FSWA
750
Financial Synergies Wealth Advisors
Texas
$8.66K -$834 -8 -9%