SUB icon

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.

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 Market Value Shares Shares
Change
Shares
Change %
BWM
76
Brown Wealth Management
Illinois
$12.2M 115,881 +2,202 +2%
AWA
77
Aaron Wealth Advisors
Illinois
$11.8M 112,174 +101,654 +966%
ACA
78
Ackerman Capital Advisors
Texas
$11.4M 107,805 -4,102 -4%
GBT
79
Grove Bank & Trust
Florida
$11.3M 106,953 +1,388 +1%
SFA
80
Sequoia Financial Advisors
Ohio
$11.2M 106,248 +9,178 +9%
DWM
81
Dakota Wealth Management
Florida
$11.1M 105,366 +9,380 +10%
MFIM
82
Mesirow Financial Investment Management
Illinois
$10.8M 102,264 +1,093 +1%
PCIA
83
Prime Capital Investment Advisors
Kansas
$10.2M 96,462 +951 +1%
AW
84
Alaethes Wealth
Nevada
$10M 94,983
HWA
85
Heartwood Wealth Advisors
Virginia
$10M 94,802 +547 +0.6%
Corient Private Wealth
86
Corient Private Wealth
Florida
$9.88M 97,514 -102,380 -51%
OHIS
87
Oak Harvest Investment Services
Texas
$9.69M 91,828 +6,528 +8%
PAG
88
Private Advisor Group
New Jersey
$9.61M 91,148 +18,905 +26%
QC
89
Quent Capital
New York
$9.46M 89,680 +5,496 +7%
TCM
90
TD Capital Management
Tennessee
$9.37M 88,827 -22,546 -20%
MW
91
MBL Wealth
North Carolina
$9.27M 87,930 -633 -0.7%
IWC
92
Integrated Wealth Concepts
Massachusetts
$9.23M 87,529 +3,861 +5%
PIFP
93
Partners in Financial Planning
Virginia
$8.96M 84,962 -1,460 -2%
BA
94
BIP Alliance
Georgia
$8.79M 83,294 +83,294 New
IAN
95
Integrated Advisors Network
Texas
$8.75M 83,000 -4,844 -6%
GI
96
GAMMA Investing
California
$8.6M 81,492 +11,850 +17%
MWP
97
Meridian Wealth Partners
Pennsylvania
$8.56M 81,190 -1,271 -2%
SAG
98
SageView Advisory Group
California
$8.56M 81,176 +39,845 +96%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$7.83M 74,254 -3,511 -5%
Envestnet Portfolio Solutions
100
Envestnet Portfolio Solutions
Illinois
$7.76M 73,610 +1,069 +1%