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iShares Short-Term National Muni Bond ETF

750 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

Holders
750
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.96%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$8.81M 85,616 -6,878 -7%
PIFP
102
Partners in Financial Planning
Virginia
$8.77M 85,254 +5,986 +8%
UCFA
103
United Capital Financial Advisors
Texas
$8.54M 83,035 +3,509 +4%
Corient Private Wealth
104
Corient Private Wealth
Florida
$8.37M 81,387 +15,370 +23%
TC
105
TownSquare Capital
Utah
$8.24M 80,083 +1,809 +2%
JPG
106
Jordan Park Group
California
$8.22M 79,941 +3,711 +5%
WJA
107
Willis Johnson & Associates
Texas
$8.19M 79,653 +6,629 +9%
HSG
108
Helen Stephens Group
Texas
$8.03M 78,075 -11,594 -13%
PP
109
PDS Planning
Ohio
$7.98M 77,561 +1,685 +2%
ASN
110
Advisory Services Network
Georgia
$7.97M 77,481 +5,703 +8%
M&T Bank
111
M&T Bank
New York
$7.85M 76,295 -32,022 -30%
MBFW
112
Morton Brown Family Wealth
Pennsylvania
$7.66M 74,480 +2,110 +3%
BWM
113
Brown Wealth Management
Illinois
$7.6M 73,921 -7,166 -9%
1CP
114
1607 Capital Partners
Virginia
$7.56M 73,500 -9,900 -12%
PI
115
Parkside Investments
Illinois
$7.2M 70,000
CFP
116
Catalyst Financial Partners
Massachusetts
$7.11M 69,160 +5,748 +9%
LFS
117
Lutz Financial Services
Nebraska
$7.09M 68,908 -37,883 -35%
IWC
118
Integrated Wealth Concepts
Massachusetts
$7.03M 68,303 +24,113 +55%
DWM
119
Dakota Wealth Management
Florida
$7.01M 68,186 +754 +1%
OCG
120
Opus Capital Group
Ohio
$7M 68,097 +4,307 +7%
SAG
121
SageView Advisory Group
California
$6.98M 67,826 -2,767 -4%
NAS
122
Nicolet Advisory Services
Wisconsin
$6.9M 67,114 -6,508 -9%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$6.87M 66,779 -2,762 -4%
BSWA
124
Bromfield Sneider Wealth Advisors
Massachusetts
$6.83M 66,437 +17,199 +35%
CG
125
Colony Group
Massachusetts
$6.68M 64,912 -20,230 -24%