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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 %
WIM
801
WealthPlan Investment Management
Nebraska
-$266K -2,541 Closed
BFG
802
Beacon Financial Group
Texas
-$253K -2,429 Closed
OAM
803
Oppenheimer Asset Management
New York
-$252K -2,416 Closed
PIM
804
Provident Investment Management
Michigan
-$240K -2,300 Closed
GPA
805
Guidance Point Advisors
Massachusetts
-$240K -2,300 Closed
RP
806
Riverwater Partners
Wisconsin
-$232K -2,227 Closed
DP
807
Denver PWM
Colorado
-$232K -2,224 Closed
AA
808
Argent Advisors
Louisiana
-$230K -2,210 Closed
WOSD
809
WFA of San Diego
California
-$230K -2,203 Closed
EP
810
Essential Planning
New Hampshire
-$224K -2,183 Closed
MSFS
811
Main Street Financial Solutions
Pennsylvania
-$227K -2,179 Closed
TFA
812
Teamwork Financial Advisors
Texas
-$220K -2,110 Closed
RWI
813
Red Wave Investments
Pennsylvania
-$219K -2,096 Closed
AWC
814
Abundance Wealth Counselors
Pennsylvania
-$215K -2,058 Closed
OAM
815
Occidental Asset Management
California
-$207K -1,986 Closed
MCC
816
Money Concepts Capital
Florida
-$203K -1,945 Closed
CWA
817
CJM Wealth Advisers
Virginia
-$202K -1,933 Closed
CPSC
818
Carl P. Sherr & Co
Massachusetts
-$201K -1,929 Closed
CMP
819
Coston McIsaac & Partners
Maine
-$159 -1,533 Closed
LS
820
Leelyn Smith
Illinois
-$156K -1,500 Closed
JAWM
821
J. Arnold Wealth Management
Ohio
-$131K -1,256 Closed
LFA
822
LGT Financial Advisors
Texas
-$122K -1,170 Closed
AWM
823
Accurate Wealth Management
Florida
-$113K -1,080 Closed
FAM
824
Family Asset Management
South Carolina
-$81K -777 Closed
AA
825
AlphaMark Advisors
Kentucky
-$63K -601 Closed