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iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.84%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WEG
776
World Equity Group
Illinois
-$539K -5,106 Closed
HAIM
777
Hunter Associates Investment Management
Pennsylvania
-$487K -4,650 Closed
TSS
778
Two Sigma Securities
New York
-$461K -4,402 Closed
GWCM
779
Godshalk Welsh Capital Management
Pennsylvania
-$450K -4,300 Closed
WA
780
Waverly Advisors
Alabama
-$432K -4,125 Closed
ES
781
Eagle Strategies
New York
-$422K -4,028 Closed
AFC
782
AFT Forsyth & Company
Florida
-$399K -3,810 Closed
AAS
783
Annex Advisory Services
Wisconsin
-$372K -3,550 Closed
PWS
784
Paragon Wealth Strategies
Florida
-$361K -3,445 Closed
PCWA
785
Pacific Capital Wealth Advisors
California
-$360K -3,440 Closed
OFG
786
Orcam Financial Group
California
-$357K -3,415 Closed
JWCA
787
J.W. Cole Advisors
Florida
-$342K -3,264 Closed
NFP
788
NorthLanding Financial Partners
New York
-$334K -3,193 Closed
WFA
789
Wellspring Financial Advisors
Ohio
-$316K -3,019 Closed
D
790
Diversified
Delaware
-$311K -2,974 Closed
FMWA
791
Forvis Mazars Wealth Advisors
Missouri
-$307K -2,935 Closed
GWS
792
Glassman Wealth Services
Virginia
-$283K -2,705 Closed
PI
793
PFG Investments
New York
-$268K -2,557 Closed
SVWAG
794
Sound View Wealth Advisors Group
Georgia
-$262K -2,500 Closed
CFS
795
CRA Financial Services
New Jersey
-$258K -2,468 Closed
PJSIMP
796
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$244K -2,345 Closed
FWP
797
Firethorn Wealth Partners
Georgia
-$242K -2,330 Closed
FCAM
798
First Citizens Asset Management
North Carolina
-$242K -2,312 Closed
MWM
799
Meridian Wealth Management
Kentucky
-$235K -2,242 Closed
BBWP
800
Beacon Bridge Wealth Partners
Pennsylvania
-$233K -2,223 Closed