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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.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.49%
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 Holding Trade Value Shares
Change
Shares
Change %
DIP
726
DT Investment Partners
Pennsylvania
$111K -$178K -1,695 -62%
Jones Financial Companies
727
Jones Financial Companies
Missouri
$106K +$106K +1,007 New
CQS
728
Credential Qtrade Securities
$101K
FF
729
Friedenthal Financial
New Jersey
$98.8K +$98.8K +937 New
SAM
730
Smartleaf Asset Management
Massachusetts
$98.4K +$98.4K +934 New
PP
731
Pacifica Partners
Canada
$90.8K
GI
732
Gradient Investments
Minnesota
$88.1K +$4.32K +41 +5%
FWA
733
FSC Wealth Advisors
New York
$82.2K +$527 +5 +0.6%
HWA
734
HHM Wealth Advisors
Tennessee
$73.8K -$10K -95 -12%
CIAS
735
Capital Investment Advisory Services
North Carolina
$73.4K
GA
736
GoalVest Advisory
New York
$72.1K +$51.3K +487 +247%
PCWA
737
Pacific Capital Wealth Advisors
California
$71.4K +$71.4K +677 New
LIWM
738
Long Island Wealth Management
New York
$69K +$69K +653 New
JFGIW
739
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$67.7K +$33.8K +321 +100%
HNB
740
Huntington National Bank
Ohio
$67.7K -$66K
M
741
MOTCO
Texas
$67.2K
SC
742
SouthState Corp
Florida
$56.7K -$949 -9 -2%
TCG
743
Transcendent Capital Group
Oklahoma
$55.9K +$55.9K +530 New
ACA
744
Aptus Capital Advisors
Alabama
$54.4K +$24.4K +231 +81%
GFPC
745
Global Financial Private Client
Florida
$51K -$568K -5,384 -92%
BIA
746
Bell Investment Advisors
California
$50.8K +$316 +3 +0.6%
HGERS
747
Householder Group Estate & Retirement Specialist
Arizona
$50K +$3.05K +29 +6%
MWM
748
Mascoma Wealth Management
New Hampshire
$47.4K
CSWM
749
Cassady Schiller Wealth Management
Ohio
$47.4K +$13.3K +126 +39%
SHIM
750
Stone House Investment Management
Pennsylvania
$43.9K -$800K -7,583 -95%