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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 %
HL
776
HeadInvest LLC
Maine
-$580K -5,536 Closed
JCM
777
Jacobsen Capital Management
Utah
-$514K -4,907 Closed
MWM
778
Meridian Wealth Management
Kentucky
-$507K -4,842 Closed
BCA
779
Ballentine Capital Advisors
South Carolina
-$495K -4,736 Closed
G
780
GenTrust
Florida
-$418K -3,990 Closed
BF
781
Brooklyn FI
New York
-$406K -3,873 Closed
PJWM
782
Philip James Wealth Mangement
Georgia
-$393K -3,756 Closed
PWA
783
Pillar Wealth Advisors
Pennsylvania
-$393K -3,753 Closed
DC
784
DeDora Capital
California
-$335K -3,203 Closed
CWS
785
Cypress Wealth Services
California
-$329K -3,143 Closed
FAIM
786
Financial Advocates Investment Management
Washington
-$269K -2,812 Closed
FPW
787
Flagship Private Wealth
Massachusetts
-$281K -2,682 Closed
BWP
788
Baldwin Wealth Partners
Massachusetts
-$276K -2,640 Closed
MCA
789
MSH Capital Advisors
Arizona
-$276K -2,632 Closed
BBA
790
Braun-Bostich & Associates
Pennsylvania
-$264K -2,524 Closed
WTB
791
Washington Trust Bank
Washington
-$258K -2,468 Closed
SWM
792
SigFig Wealth Management
California
-$252K -2,410 Closed
GA
793
GoalVest Advisory
New York
-$249K -2,379 Closed
PIA
794
Pinion Investment Advisors
Kansas
-$249K -2,379 Closed
9WM
795
9258 Wealth Management
Ohio
-$245K -2,340 Closed
BWM
796
BCS Wealth Management
Tennessee
-$240K -2,292 Closed
CAG
797
Csenge Advisory Group
Florida
-$237K -2,264 Closed
ARC
798
Advisor Resource Council
Texas
-$232K -2,200 Closed
AWM
799
Apollon Wealth Management
South Carolina
-$223K -2,132 Closed
SSC
800
Syverson Strege & Co
Iowa
-$214K -2,043 Closed