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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
-27
Holders Change %
-3.44%
% of All Funds
12.12%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
66
Increased
249
Reduced
326
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWP
776
Heritage Wealth Partners
Ohio
-$950K -9,190 Closed
PFA
777
Petra Financial Advisors
Colorado
-$930K -8,917 Closed
BF
778
BOK Financial
Oklahoma
-$817K -7,837 Closed
DWM
779
Defined Wealth Management
Oregon
-$787K -7,546 Closed
CWMU
780
Caliber Wealth Management (Utah)
Utah
-$705K -6,762 Closed
IC
781
Inscription Capital
Texas
-$666K -6,388 Closed
WTB
782
Washington Trust Bank
Washington
-$645K -6,182 Closed
GP
783
Girard Partners
Pennsylvania
-$622K -5,966 Closed
IIC
784
Ironwood Investment Counsel
Arizona
-$608K -5,834 Closed
SCG
785
Sonata Capital Group
Washington
-$593K -5,685 Closed
HCA
786
Harbour Capital Advisors
Virginia
-$572K -5,485 Closed
LGWM
787
Litman Gregory Wealth Management
California
-$562K -5,386 Closed
WCM
788
Wealthcare Capital Management
Virginia
-$558K -5,353 Closed
MCCA
789
Mill Creek Capital Advisors
Pennsylvania
-$546K -5,240 Closed
NCM
790
NCM Capital Management
New Jersey
-$414K -3,968 Closed
NL
791
Navalign LLC
California
-$388K -3,720 Closed
LA
792
Legacy Advisors
Pennsylvania
-$368K -3,531 Closed
CA
793
Calton & Associates
Florida
-$358K -3,431 Closed
AFP
794
Ausdal Financial Partners
Iowa
-$355K -3,406 Closed
IAIM
795
International Assets Investment Management
Florida
-$342K -3,277 Closed
BRWA
796
B. Riley Wealth Advisors
Florida
-$342K -3,277 Closed
HSA
797
HBK Sorce Advisory
Pennsylvania
-$324K -3,110 Closed
MYIA
798
Mount Yale Investment Advisors
Colorado
-$305K -2,924 Closed
LIM
799
Leavell Investment Management
Alabama
-$286K -2,745 Closed
HCM
800
Hamlin Capital Management
New York
-$267K -2,559 Closed