SUB icon

iShares Short-Term National Muni Bond ETF

750 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.96%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
726
Stonebridge Capital Advisors
Minnesota
$18K
FCMT
727
Founders Capital Management (Texas)
Texas
$17.5K
AWM
728
Avior Wealth Management
Nebraska
$16.7K -$7.51K -73 -31%
CT
729
Colonial Trust
South Carolina
$16.1K +$16.1K +157 New
KSWA
730
Kathleen S. Wright Associates
Pennsylvania
$15.7K -$26.6K -259 -63%
ADL
731
Asset Dedication LLC
California
$13K -$11.5K -111 -47%
HWP
732
Highline Wealth Partners
California
$12.1K +$12.1K +118 New
UB
733
UMB Bank
Missouri
$11.8K
WBC
734
West Branch Capital
Massachusetts
$10.9K
TIM
735
Tortoise Investment Management
New York
$10.3K
FSWA
736
Financial Synergies Wealth Advisors
Texas
$10.1K +$207 +2 +2%
CA
737
Centerpoint Advisors
Massachusetts
$9K
DJSG
738
D.J. St. Germain
Massachusetts
$8.23K
CIA
739
Cape Investment Advisory
Georgia
$8.23K +$103 +1 +1%
TFA
740
Toth Financial Advisory
Virginia
$8.02K
CCP
741
Carmel Capital Partners
California
$8.02K +$8.02K +78 New
PWMG
742
Provence Wealth Management Group
California
$7.41K +$7.41K +72 New
LFG
743
Larson Financial Group
Missouri
$5.76K
HIA
744
Harbor Investment Advisory
Maryland
$5.45K
HT
745
Headlands Technologies
Illinois
$5.35K -$16K -156 -75%
VCM
746
Viewpoint Capital Management
Washington
$5.14K
LF
747
Lee Financial
Texas
$3.6K
C
748
Covestor
United Kingdom
$3K
LWCFA
749
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.69K
Fifth Third Bancorp
750
Fifth Third Bancorp
Ohio
$1.95K