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iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.85%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
S
726
SignatureFD
Georgia
$20.9K
NL
727
NVWM LLC
Pennsylvania
$20.8K -$28.6K -275 -58%
OLVIG
728
Oliver Lagore Vanvalin Investment Group
Michigan
$19.2K +$4.89K +47 +34%
SCA
729
Stonebridge Capital Advisors
Minnesota
$18.2K
FCMT
730
Founders Capital Management (Texas)
Texas
$17.7K
CWA
731
Clearview Wealth Advisors
Oregon
$15.6K
UB
732
UMB Bank
Missouri
$12K -$118K -1,130 -91%
WBC
733
West Branch Capital
Massachusetts
$11K +$104 +1 +1%
BBHC
734
Brown Brothers Harriman & Co
New York
$10.8K -$88.5K -851 -89%
TIM
735
Tortoise Investment Management
New York
$10.4K
FSWA
736
Financial Synergies Wealth Advisors
Texas
$9.99K +$1.35K +13 +16%
VCM
737
Versant Capital Management
Arizona
$9.16K +$9.16K +88 New
CA
738
Centerpoint Advisors
Massachusetts
$9K
WT
739
Washington Trust
Rhode Island
$8.95K -$5.93K -57 -40%
DJSG
740
D.J. St. Germain
Massachusetts
$8.32K +$8.32K +80 New
CIA
741
Cape Investment Advisory
Georgia
$8.22K -$728 -7 -8%
RTL
742
Red Tortoise LLC
Georgia
$8.22K
TFA
743
Toth Financial Advisory
Virginia
$8.12K +$8.12K +78 New
LFG
744
Larson Financial Group
Missouri
$5.83K
HIA
745
Harbor Investment Advisory
Maryland
$5.51K
VCM
746
Viewpoint Capital Management
Washington
$5.2K
TRCT
747
Tower Research Capital (TRC)
New York
$4.37K +$3.23K +31 +282%
LF
748
Lee Financial
Texas
$3.64K
C
749
Covestor
United Kingdom
$3K +$1.55K +15 +107%
ODG
750
O'Dell Group
Ohio
$2.91K +$2.91K +28 New