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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 %
GIA
751
Goodwin Investment Advisory
Georgia
$43.3K -$139K -1,323 -76%
S
752
SignatureFD
Georgia
$41.6K +$20.5K +194 +97%
FCA
753
FinTrust Capital Advisors
South Carolina
$37.7K -$306K -2,900 -89%
LWANC
754
Laurel Wealth Advisors (North Carolina)
North Carolina
$36.6K
BWAM
755
Boyd Watterson Asset Management
Ohio
$34.7K
Fifth Third Bancorp
756
Fifth Third Bancorp
Ohio
$32.6K +$30.6K +290 +1,526%
EPW
757
Evergreen Private Wealth
Colorado
$30.5K +$30.5K +289 New
MSWM
758
McGlone Suttner Wealth Management
Wisconsin
$28.2K +$28.2K +267 New
CB
759
CNB Bank
Pennsylvania
$27.4K
CPG
760
Cornerstone Planning Group
New Jersey
$26.9K -$37.4K -354 -58%
CTC
761
Central Trust Company
Missouri
$22.1K +$22.1K +210 New
NL
762
NVWM LLC
Pennsylvania
$21.1K -$738 -7 -3%
SWC
763
Spectrum Wealth Counsel
Indiana
$20.8K +$20.8K +197 New
KFS
764
Kelly Financial Services
Massachusetts
$20.4K -$1.58K -15 -7%
CIA
765
Cape Investment Advisory
Georgia
$18.3K +$9.91K +94 +118%
Barclays
766
Barclays
United Kingdom
$17K -$891K -8,443 -98%
KSWA
767
Kathleen S. Wright Associates
Pennsylvania
$16.2K +$105 +1 +0.7%
RA
768
Rise Advisors
New York
$14.8K +$14.8K +140 New
ADL
769
Asset Dedication LLC
California
$13K
HWP
770
Highline Wealth Partners
California
$12.4K
TIM
771
Tortoise Investment Management
New York
$10.5K
NP
772
NorthRock Partners
Minnesota
$10.1K +$10.1K +96 New
FSWA
773
Financial Synergies Wealth Advisors
Texas
$9.46K -$727 -7 -7%
OLVIG
774
Oliver Lagore Vanvalin Investment Group
Michigan
$8.43K -$11.1K -105 -57%
DJSG
775
D.J. St. Germain
Massachusetts
$8.43K