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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.

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 Market Value Shares Shares
Change
Shares
Change %
BWM
76
Brown Wealth Management
Illinois
$13.7M 130,633 +5,658 +5%
HCM
77
Horiko Capital Management
New York
$13.6M 130,383
FLPIM
78
F.L. Putnam Investment Management
Massachusetts
$12.7M 121,643 +7,867 +7%
TCM
79
TD Capital Management
Tennessee
$12.1M 115,554 +7,638 +7%
ACA
80
Ackerman Capital Advisors
Texas
$11.8M 112,474 -35,602 -24%
PAS
81
Park Avenue Securities
New York
$11.3M 108,450 +11,223 +12%
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$11.2M 107,405 -6,685 -6%
GBT
83
Grove Bank & Trust
Florida
$10.9M 103,942 +3,906 +4%
SFA
84
Sequoia Financial Advisors
Ohio
$10.8M 103,428 +4,154 +4%
KPWS
85
Kestra Private Wealth Services
Texas
$10.7M 102,600 +641 +0.6%
DWM
86
Dakota Wealth Management
Florida
$10.7M 102,067 -4,154 -4%
SP
87
Symmetry Partners
Connecticut
$10.7M 101,938 +28,252 +38%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$10.4M 99,911 +21,630 +28%
BC
89
Brio Consultants
California
$10.3M 98,458 +4,232 +4%
MFIM
90
Mesirow Financial Investment Management
Illinois
$10.3M 98,088 -4,630 -5%
IAN
91
Integrated Advisors Network
Texas
$10.2M 97,743 -2,497 -2%
B
92
Bailard
California
$9.99M 95,583 +5,219 +6%
PCIA
93
Prime Capital Investment Advisors
Kansas
$9.82M 93,896 -4,226 -4%
MW
94
MBL Wealth
North Carolina
$9.81M 93,871 -3,650 -4%
MWP
95
Meridian Wealth Partners
Pennsylvania
$9.66M 92,351 -8,605 -9%
HWA
96
Heartwood Wealth Advisors
Virginia
$9.52M 91,086 +1,662 +2%
IWC
97
Integrated Wealth Concepts
Massachusetts
$9.43M 90,220 +18,675 +26%
APP
98
Avantax Planning Partners
Iowa
$8.94M 85,480 -5,480 -6%
WCM
99
Windham Capital Management
Massachusetts
$8.74M 83,624 -1,201 -1%
LFG
100
Larson Financial Group
Missouri
$8.69M 83,126 +53,198 +178%