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iShares Short-Term National Muni Bond ETF

756 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 71 closing their positions.

Holders
756
Holders Change
-28
Holders Change %
-3.57%
% of All Funds
10.96%
Holding in Top 10
29
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-30.95%
% of All Funds
0.42%
New
56
Increased
284
Reduced
302
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BWM
76
Brown Wealth Management
Illinois
$13.1M 124,975 +7,393 +6%
Nisa Investment Advisors
77
Nisa Investment Advisors
Missouri
$12.5M 119,610 +38,600 +48%
MWM
78
Modera Wealth Management
New Jersey
$12.5M 119,213 +124 +0.1%
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$11.9M 114,090 +100,744 +755%
FLPIM
80
F.L. Putnam Investment Management
Massachusetts
$11.9M 113,776 +5,598 +5%
FCH
81
Freestone Capital Holdings
Washington
$11.5M 110,090 +5,102 +5%
TCM
82
TD Capital Management
Tennessee
$11.3M 107,916 +3,936 +4%
DWM
83
Dakota Wealth Management
Florida
$11.1M 106,221 +37,457 +54%
MFIM
84
Mesirow Financial Investment Management
Illinois
$10.8M 102,718 -15,250 -13%
KPWS
85
Kestra Private Wealth Services
Texas
$10.7M 101,959 +15,624 +18%
MWP
86
Meridian Wealth Partners
Pennsylvania
$10.6M 100,956 -39,426 -28%
IAN
87
Integrated Advisors Network
Texas
$10.5M 100,240 +3,532 +4%
GBT
88
Grove Bank & Trust
Florida
$10.5M 100,036 +9,220 +10%
SFA
89
Sequoia Financial Advisors
Ohio
$10.4M 99,274 +1,010 +1%
AIA
90
Alera Investment Advisors
Illinois
$10.3M 98,561 -5,799 -6%
PCIA
91
Prime Capital Investment Advisors
Kansas
$10.3M 98,122 -1,841 -2%
MW
92
MBL Wealth
North Carolina
$10.2M 97,521 -7,047 -7%
PAS
93
Park Avenue Securities
New York
$10.2M 97,227 -2,376 -2%
BC
94
Brio Consultants
California
$9.87M 94,226 +4,512 +5%
MBFW
95
Morton Brown Family Wealth
Pennsylvania
$9.73M 92,936 +9,473 +11%
APP
96
Avantax Planning Partners
Iowa
$9.53M 90,960 -10,836 -11%
B
97
Bailard
California
$9.46M 90,364 -40,986 -31%
HWA
98
Heartwood Wealth Advisors
Virginia
$9.37M 89,424 -35,923 -29%
WCM
99
Windham Capital Management
Massachusetts
$8.88M 84,825 -180,016 -68%
BL
100
Balentine LLC
Georgia
$8.71M 83,192 +1,015 +1%