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iShares Short-Term National Muni Bond ETF

755 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 286 increasing their positions, 295 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
10.98%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
65
Increased
286
Reduced
295
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWMG
751
Redwood Wealth Management Group
New Jersey
$5.23K +$5.23K +50 New
TRCT
752
Tower Research Capital (TRC)
New York
$5.12K +$5.12K +49 New
GA
753
GFS Advisors
Texas
$5K +$5K +149,101 New
KFS
754
Kelly Financial Services
Massachusetts
$3.55K -$5.12K -49 -59%
CAS
755
Coppell Advisory Solutions
Texas
$2.41K +$2.41K +23 New
AWM
756
Avior Wealth Management
Nebraska
$2.09K -$77.7K -743 -97%
BTI
757
Blue Trust Inc
Georgia
$1.57K
AWM
758
Activest Wealth Management
Florida
$429
CTB
759
Country Trust Bank
Illinois
$418 +$418 +4 New
FHC
760
First Heartland Consultants
Missouri
$397 +$157 +1,508 +66%
CIA
761
Choate Investment Advisors
Massachusetts
-$17.6M -167,923 Closed
AWC
762
Abundance Wealth Counselors
Pennsylvania
-$7.01M -66,965 Closed
SPP
763
Single Point Partners
Massachusetts
-$5.7M -54,419 Closed
LNC
764
Lincoln National Corp
Pennsylvania
-$3.47M -33,174 Closed
PPP
765
Private Portfolio Partners
New Jersey
-$2.37M -22,650 Closed
OWA
766
One Wealth Advisors
California
-$1.74M -16,651 Closed
RVPG
767
Relative Value Partners Group
-$1.57M -14,939 Closed
TB
768
Treynor Bancshares
Iowa
-$1.33M -12,735 Closed
NL
769
NWAM LLC
Washington
-$1.08M -10,318 Closed
PGA
770
Portland Global Advisors
Maine
-$877K -8,377 Closed
TFG
771
Tilson Financial Group
New Jersey
-$830K -7,925 Closed
SFMG
772
Sage Financial Management Group
Virginia
-$819K -7,820 Closed
MFG
773
MidWestOne Financial Group
Iowa
-$781K -7,462 Closed
RIG
774
RiverFront Investment Group
Virginia
-$730K -6,967 Closed
CA
775
CoreCap Advisors
Michigan
-$686K -6,555 Closed