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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 %
FWM
776
Fairhaven Wealth Management
Illinois
-$354K -3,398 Closed
GKIM
777
GW&K Investment Management
Massachusetts
-$347K -3,340 Closed
LFG
778
Lockerman Financial Group
California
-$322K -3,097 Closed
DT
779
Diversified Trust
Tennessee
-$312K -3,000 Closed
AWM
780
Accel Wealth Management
Iowa
-$310K -2,982 Closed
CWS
781
Confluence Wealth Services
Pennsylvania
-$303K -2,913 Closed
WTB
782
Washington Trust Bank
Washington
-$279K -2,679 Closed
KL
783
KilterHowling LLC
Colorado
-$268K -2,580 Closed
CAG
784
Curtis Advisory Group
California
-$256K -2,461 Closed
LA
785
LexAurum Advisors
Kansas
-$252K -2,427 Closed
Fisher Asset Management
786
Fisher Asset Management
Washington
-$248K -2,385 Closed
RFG
787
RFP Financial Group
Georgia
-$234K -2,246 Closed
AFP
788
Ausdal Financial Partners
Iowa
-$222K -2,134 Closed
SI
789
Stephens Inc
Arkansas
-$217K -2,088 Closed
ATC
790
Argent Trust Co
Tennessee
-$209K -2,012 Closed
FPCP
791
Fort Point Capital Partners
California
-$208K -2,000 Closed
SFA
792
Source Financial Advisors
New York
-$204K -1,964 Closed
GCM
793
Gallacher Capital Management
Colorado
-$204K -1,960 Closed
SIC
794
Sterling Investment Counsel
New York
-$202K -1,941 Closed
WP
795
WealthPLAN Partners
Nebraska
-$184K -1,769 Closed
DI
796
Disciplined Investments
Oklahoma
-$91.7K -881 Closed
WTA
797
Washington Trust Advisors
Massachusetts
-$83.2K -800 Closed
NFSG
798
Newbridge Financial Services Group
Florida
-$72.8K -700 Closed
BCM
799
Bourgeon Capital Management
Connecticut
-$47.7K -458 Closed
FCT
800
First Community Trust
Iowa
-$46.8K -450 Closed