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iShares Short-Term National Muni Bond ETF

505 hedge funds and large institutions have $3.34B invested in iShares Short-Term National Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 237 increasing their positions, 129 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
Holders Change %
0%
% of All Funds
8.82%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
48
Increased
237
Reduced
129
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
126
WealthSource Partners
California
$3.56M +$1.17M +10,882 +49%
PFM
127
Phillips Financial Management
Indiana
$3.53M -$135K -1,252 -4%
RJT
128
Raymond James Trust
Florida
$3.5M +$794K +7,360 +29%
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$3.43M -$1.2M -11,124 -26%
AI
130
Atria Investments
North Carolina
$3.42M -$449K -4,167 -12%
OPS
131
Orion Portfolio Solutions
Nebraska
$3.4M +$97.6K +905 +3%
EH
132
Equitable Holdings
New York
$3.34M
SC
133
Slow Capital
California
$3.26M -$8.52K -79 -0.3%
OIA
134
OneDigital Investment Advisors
Kansas
$3.24M +$354K +3,287 +12%
BFA
135
Beaumont Financial Advisors
Massachusetts
$3.22M +$86.4K +801 +3%
WCM
136
Wunderlich Capital Managemnt
Tennessee
$3.1M -$7.23K -67 -0.2%
NWA
137
Navis Wealth Advisors
New York
$3.03M +$6.47K +60 +0.2%
PPP
138
Private Portfolio Partners
New Jersey
$2.88M -$96.6K -896 -3%
CCA
139
Clearwater Capital Advisors
Illinois
$2.81M +$132K +1,225 +5%
UCFA
140
United Capital Financial Advisors
Texas
$2.8M +$82.4K +764 +3%
MWM
141
Mattern Wealth Management
Kansas
$2.76M -$1.52M -14,113 -36%
SW
142
SteelPeak Wealth
California
$2.75M +$38.2K +354 +1%
MIA
143
MainStreet Investment Advisors
Illinois
$2.73M -$890K -8,251 -25%
VPIM
144
Vanguard Personalized Indexing Management
California
$2.68M +$225K +2,084 +9%
BSA
145
Bull Street Advisors
Georgia
$2.65M +$281K +2,605 +12%
IA
146
IFP Advisors
Florida
$2.63M +$343K +3,179 +15%
FCA
147
FLC Capital Advisors
California
$2.61M +$1.97M +18,254 +306%
William Blair & Company
148
William Blair & Company
Illinois
$2.56M +$375K +3,480 +17%
LWP
149
Lumature Wealth Partners
Georgia
$2.53M -$408K -3,780 -14%
AAM
150
Autus Asset Management
Arizona
$2.51M -$1.29K -12 -0.1%