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iShares Short-Term National Muni Bond ETF

826 hedge funds and large institutions have $7.73B invested in iShares Short-Term National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 345 increasing their positions, 249 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
826
Holders Change
+66
Holders Change %
+8.68%
% of All Funds
11%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.36%
New
122
Increased
345
Reduced
249
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GM
801
GeoWealth Management
Illinois
$26.4K +$1.37K +13 +5%
RA
802
Rise Advisors
New York
$25.3K +$5.9K +56 +30%
CIA
803
Cape Investment Advisory
Georgia
$24.5K
RWS
804
Retirement Wealth Solutions
Wisconsin
$24.1K +$24.1K +229 New
NL
805
NVWM LLC
Pennsylvania
$21.1K
DAM
806
Delta Asset Management
Tennessee
$21.1K +$21.1K +200 New
HIA
807
Harbor Investment Advisory
Maryland
$20.9K +$15.3K +145 +274%
SWC
808
Spectrum Wealth Counsel
Indiana
$20.8K
NWWA
809
New Wave Wealth Advisors
Arkansas
$15.2K +$15.2K +144 New
TFA
810
Transamerica Financial Advisors
Florida
$14K -$5.6M -49,592 -100%
SWM
811
Sugarloaf Wealth Management
Georgia
$13.6K
PCWA
812
Pacific Capital Wealth Advisors
California
$12.4K
HIW
813
Holos Integrated Wealth
Pennsylvania
$12.4K +$12.4K +118 New
TIM
814
Tortoise Investment Management
New York
$10.5K
KSWA
815
Kathleen S. Wright Associates
Pennsylvania
$9.74K -$635 -6 -6%
OLVIG
816
Oliver Lagore Vanvalin Investment Group
Michigan
$8.86K -$422 -4 -5%
MCA
817
Midwest Capital Advisors
Michigan
$6.65K +$6.65K +63 New
T
818
Transce3nd
Texas
$6.54K +$6.54K +62 New
EWM
819
EPG Wealth Management
Georgia
$6.43K
Q1WB
820
Quest 10 Wealth Builders
Virginia
$5.91K +$5.91K +56 New
VCM
821
Viewpoint Capital Management
Washington
$5.27K
FWM
822
FLP Wealth Management
Arkansas
$4.93K +$4.93K +47 New
CAM
823
Clarity Asset Management
Iowa
$4.11K -$5.48K -52 -57%
BTI
824
Blue Trust Inc
Georgia
$3.16K +$211 +2 +7%
ITIM
825
Indiana Trust & Investment Management
Indiana
$2.95K