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 %
AF
751
Advisornet Financial
Minnesota
$1.1K -$124K -1,247 -99%
CAS
752
Coppell Advisory Solutions
Texas
$730
AWM
753
Activest Wealth Management
Florida
$416 +$416 +4 New
RFA
754
Register Financial Advisors
Georgia
$206
TA
755
Tiedemann Advisors
New York
-$13.1M -126,139 Closed
NWM
756
NEIRG Wealth Management
Massachusetts
-$6.29M -60,466 Closed
PG
757
Prostatis Group
Maryland
-$52.3K -52,332 Closed
SFG
758
Sunburst Financial Group
Alabama
-$4.74M -45,548 Closed
BNP Paribas Financial Markets
759
BNP Paribas Financial Markets
France
-$4.69M -45,102 Closed
OPWM
760
Oakwell Private Wealth Management
Texas
-$2.74M -26,308 Closed
BFM
761
Broadview Financial Management
Wisconsin
-$1.34M -12,848 Closed
TF
762
Tompkins Financial
New York
-$835K -8,022 Closed
RSWM
763
Robertson Stephens Wealth Management
California
-$770K -7,400 Closed
FIA
764
Foundations Investment Advisors
Arizona
-$753K -7,239 Closed
XF
765
XML Financial
Maryland
-$717K -6,891 Closed
IAA
766
Ironsides Asset Advisors
North Carolina
-$633K -6,100 Closed
BSSFA
767
Baron Silver Stevens Financial Advisors
Florida
-$610K -5,859 Closed
CWA
768
Capital Wealth Alliance
Arizona
-$554K -5,329 Closed
AC
769
ASB Consultores
Florida
-$534K -5,129 Closed
BBA
770
Braun-Bostich & Associates
Pennsylvania
-$525K -5,048 Closed
LGWM
771
Litman Gregory Wealth Management
California
-$409K -3,935 Closed
AWM
772
Axxcess Wealth Management
California
-$403K -3,869 Closed
BWP
773
BSW Wealth Partners
Colorado
-$397K -3,819 Closed
WA
774
Wealthstream Advisors
New York
-$367K -3,530 Closed
NCM
775
NCM Capital Management
New Jersey
-$354K -3,400 Closed