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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.49%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
121
Increased
267
Reduced
315
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
826
Benchmark Wealth Management
Connecticut
-$274K -2,663 Closed
VC
827
Veracity Capital
Georgia
-$263K -2,559 Closed
ACA
828
Atlas Capital Advisors
Wyoming
-$258K -2,511 Closed
FIB
829
First Interstate Bank
Montana
-$244K -2,368 Closed
WMA
830
West Michigan Advisors
Michigan
-$239K -2,326 Closed
CPRC
831
Consolidated Portfolio Review Corp
New York
-$239K -2,322 Closed
CCM
832
Coldstream Capital Management
Washington
-$236K -2,298 Closed
CFO
833
Collective Family Office
Pennsylvania
-$235K -2,281 Closed
FCM
834
Family Capital Management
Michigan
-$233K -2,265 Closed
KWS
835
Keystone Wealth Services
California
-$230K -2,236 Closed
MWM
836
Mattern Wealth Management
Kansas
-$226K -2,201 Closed
VCA
837
Verdence Capital Advisors
Maryland
-$221K -2,153 Closed
RZH
838
Relyea Zuckerberg Hanson
Connecticut
-$216K -2,099 Closed
SPWG
839
Syntegra Private Wealth Group
Missouri
-$216K -2,096 Closed
PIA
840
Pinion Investment Advisors
Kansas
-$208K -2,025 Closed
DADC
841
D.A. Davidson & Co
Montana
-$208K -2,020 Closed
TCA
842
Transcend Capital Advisors
New Jersey
-$207K -2,008 Closed
AFM
843
Armstrong Fleming & Moore
District of Columbia
-$204K -1,985 Closed
OIA
844
Optimum Investment Advisors
Illinois
-$154K -1,500 Closed
SSB
845
Sandy Spring Bank
Maryland
-$113K -1,100 Closed
DCBT
846
Dakota Community Bank & Trust
North Dakota
-$99.3K -965 Closed
BCWM
847
Bartlett & Co Wealth Management
Ohio
-$61.7K -600 Closed
BC
848
Bartlett & Co
Ohio
-$62K -600 Closed
CWP
849
Concord Wealth Partners
Virginia
-$61.1K -594 Closed
RTC
850
Riverview Trust Company
Washington
-$60.6K -589 Closed