SUB icon

iShares Short-Term National Muni Bond ETF

756 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 71 closing their positions.

Holders
756
Holders Change
-28
Holders Change %
-3.57%
% of All Funds
10.96%
Holding in Top 10
29
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-30.95%
% of All Funds
0.42%
New
56
Increased
284
Reduced
302
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PIFP
101
Partners in Financial Planning
Virginia
$8.61M 82,242 +2,290 +3%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$8.2M 78,281 +42,636 +120%
QC
103
Quent Capital
New York
$7.89M 75,291 +1,023 +1%
OHIS
104
Oak Harvest Investment Services
Texas
$7.81M 74,606 +9,817 +15%
SP
105
Symmetry Partners
Connecticut
$7.72M 73,686 -26,176 -26%
OCG
106
Opus Capital Group
Ohio
$7.63M 72,817 -4,583 -6%
IWC
107
Integrated Wealth Concepts
Massachusetts
$7.49M 71,545 +1,471 +2%
BSWA
108
Bromfield Sneider Wealth Advisors
Massachusetts
$7.44M 71,000 +4,478 +7%
M&T Bank
109
M&T Bank
New York
$7.36M 70,299 -5,108 -7%
RJFSA
110
Raymond James Financial Services Advisors
Florida
$7.2M 68,762 +846 +1%
ACM
111
AUA Capital Management
Pennsylvania
$7.17M 68,508 -46 -0.1%
AWC
112
Abundance Wealth Counselors
Pennsylvania
$7.01M 66,965 +3,693 +6%
LPP
113
Life Planning Partners
Florida
$6.93M 66,213 -4,887 -7%
HSG
114
Helen Stephens Group
Texas
$6.91M 66,021 -9,462 -13%
NAS
115
Nicolet Advisory Services
Wisconsin
$6.89M 66,003 -1,555 -2%
FFS
116
Founders Financial Securities
Maryland
$6.89M 65,768 +1,137 +2%
ASN
117
Advisory Services Network
Georgia
$6.86M 65,471 -6,464 -9%
HI
118
Horizon Investments
North Carolina
$6.81M 65,290 +1,039 +2%
Envestnet Portfolio Solutions
119
Envestnet Portfolio Solutions
Illinois
$6.78M 64,700 +2,156 +3%
JPG
120
Jordan Park Group
California
$6.75M 64,496 +2,809 +5%
MWAM
121
Manhattan West Asset Management
California
$6.69M 63,838 -36,375 -36%
CCM
122
Condor Capital Management
New Jersey
$6.61M 63,123 +2,814 +5%
CG
123
Clarus Group
Texas
$6.61M 63,106 -2,895 -4%
CCA
124
Clearwater Capital Advisors
Illinois
$6.53M 62,371 +1,225 +2%
LA
125
Lindenwold Advisors
Pennsylvania
$6.52M 62,226 +19,668 +46%