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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.

Holders
757
Holders Change
-27
Holders Change %
-3.44%
% of All Funds
12.12%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
66
Increased
249
Reduced
326
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GBT
101
Grove Bank & Trust
Florida
$10.2M 97,031 +9,470 +11%
HSG
102
Helen Stephens Group
Texas
$10.1M 96,734 +1,805 +2%
FLPIM
103
F.L. Putnam Investment Management
Massachusetts
$10M 95,926 +9,262 +11%
CA
104
CGN Advisors
Kansas
$10M 95,655 -13,787 -13%
FCH
105
Freestone Capital Holdings
Washington
$9.51M 90,833 +1,471 +2%
SPIA
106
Steward Partners Investment Advisory
New York
$9.5M 90,757 -22,401 -20%
JPG
107
Jordan Park Group
California
$9.36M 89,370 -11,070 -11%
Truist Financial
108
Truist Financial
North Carolina
$9.03M 86,290 -20,237 -19%
KCM
109
Kathmere Capital Management
Pennsylvania
$8.92M 85,234 -2,709 -3%
SWP
110
Stratos Wealth Partners
Ohio
$8.89M 84,939 -3,049 -3%
1CP
111
1607 Capital Partners
Virginia
$8.83M 84,400 +10,700 +15%
UCFA
112
United Capital Financial Advisors
Texas
$8.82M 84,285 -2,008 -2%
CIP
113
Capital Insight Partners
Arizona
$8.66M 82,704 +4,278 +5%
PI
114
Parkside Investments
Illinois
$8.37M 80,000 -500 -0.6%
AA
115
Alesco Advisors
New York
$8.35M 79,779 -4,064 -5%
AGA
116
Arkos Global Advisors
Texas
$8.27M 79,035 -312 -0.4%
ASN
117
Advisory Services Network
Georgia
$7.96M 76,070 +10,583 +16%
PP
118
PDS Planning
Ohio
$7.81M 74,627 +4,137 +6%
MBFW
119
Morton Brown Family Wealth
Pennsylvania
$7.71M 73,630 +886 +1%
SPP
120
Single Point Partners
Massachusetts
$7.71M 73,627 +11,494 +18%
ZF
121
Zhang Financial
Michigan
$7.65M 73,052 -2,376 -3%
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$7.52M 71,855 -10,607 -13%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$7.51M 71,657 +46 +0.1%
SAG
124
SageView Advisory Group
California
$7.49M 71,541 +12,869 +22%
NAS
125
Nicolet Advisory Services
Wisconsin
$7.43M 70,802 +65,244 +1,174%