SUB icon

iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.85%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$9.62M 92,494 +1,737 +2%
HSG
102
Helen Stephens Group
Texas
$9.33M 89,669 -7,065 -7%
CA
103
CGN Advisors
Kansas
$9.29M 89,290 -6,365 -7%
BlackRock
104
BlackRock
New York
$8.98M 86,332 -26,335 -23%
CG
105
Colony Group
Massachusetts
$8.86M 85,142 -16,775 -16%
RJFSA
106
Raymond James Financial Services Advisors
Florida
$8.72M 83,780 -54,235 -39%
1CP
107
1607 Capital Partners
Virginia
$8.68M 83,400 -1,000 -1%
BWM
108
Brown Wealth Management
Illinois
$8.44M 81,087 +81,087 New
UCFA
109
United Capital Financial Advisors
Texas
$8.27M 79,526 -4,759 -6%
PIFP
110
Partners in Financial Planning
Virginia
$8.25M 79,268 +8,968 +13%
TC
111
TownSquare Capital
Utah
$8.14M 78,274 +78,274 New
JPG
112
Jordan Park Group
California
$7.93M 76,230 -13,140 -15%
PP
113
PDS Planning
Ohio
$7.89M 75,876 +1,249 +2%
NAS
114
Nicolet Advisory Services
Wisconsin
$7.64M 73,622 +2,820 +4%
WJA
115
Willis Johnson & Associates
Texas
$7.6M 73,024 +12,420 +20%
MBFW
116
Morton Brown Family Wealth
Pennsylvania
$7.53M 72,370 -1,260 -2%
ASN
117
Advisory Services Network
Georgia
$7.47M 71,778 -4,292 -6%
SAG
118
SageView Advisory Group
California
$7.34M 70,593 -948 -1%
PI
119
Parkside Investments
Illinois
$7.28M 70,000 -10,000 -13%
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$7.24M 69,541 -2,314 -3%
Truist Financial
121
Truist Financial
North Carolina
$7.16M 68,791 -17,499 -20%
ACM
122
AUA Capital Management
Pennsylvania
$7.13M 68,525 -741 -1%
KCM
123
Kathmere Capital Management
Pennsylvania
$7.12M 68,471 -16,763 -20%
ZF
124
Zhang Financial
Michigan
$7.06M 67,907 -5,145 -7%
DWM
125
Dakota Wealth Management
Florida
$7.02M 67,432 -1,230 -2%