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iShares Short-Term National Muni Bond ETF

711 hedge funds and large institutions have $6.9B invested in iShares Short-Term National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 296 increasing their positions, 227 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
+22
Holders Change %
+3.19%
% of All Funds
12.29%
Holding in Top 10
49
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.67%
% of All Funds
0.85%
New
90
Increased
296
Reduced
227
Closed
56
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Shares
Change %
FAM
126
Forte Asset Management
New York
$5.75M +$3.02M +29,431 +111%
CCM
127
Condor Capital Management
New Jersey
$5.71M +$201K +1,961 +4%
WJA
128
Willis Johnson & Associates
Texas
$5.59M -$1.44M -14,007 -20%
PPP
129
Private Portfolio Partners
New Jersey
$5.52M +$1.75M +17,018 +46%
PWLP
130
Prio Wealth Limited Partnership
Massachusetts
$5.43M -$530K -5,163 -9%
BCA
131
Bray Capital Advisors
Florida
$5.37M
PP
132
PDS Planning
Ohio
$5.36M +$930K +9,059 +21%
PFA
133
Peak Financial Advisors
Colorado
$5.35M +$5.35M +52,117 New
CPA
134
Cardiff Park Advisors
California
$5.31M +$3.8K +37 +0.1%
CS
135
Comerica Securities
Michigan
$5.22M +$1.38M +13,479 +36%
RC
136
Roundview Capital
New Jersey
$5.14M +$389K +3,788 +8%
CFMC
137
Curbstone Financial Management Corp
New Hampshire
$5.13M -$133K -1,300 -3%
WP
138
WealthSource Partners
California
$5.11M -$4.9M -47,760 -49%
SWM
139
Seaside Wealth Management
California
$5.03M +$1.66M +16,205 +49%
DPI
140
Diversified Portfolios Inc
Michigan
$5.01M +$374K +3,644 +8%
SG
141
StoneX Group
New York
$4.98M +$408K +3,973 +9%
WPC
142
Wedmont Private Capital
Pennsylvania
$4.97M +$3.07M +29,856 +161%
OC
143
Oppenheimer & Co
New York
$4.95M +$634K +6,172 +15%
Bessemer Group
144
Bessemer Group
New Jersey
$4.91M +$4.2M +40,875 +592%
SIA
145
Soltis Investment Advisors
Utah
$4.88M -$922K -8,977 -16%
RWM
146
Rockwood Wealth Management
Pennsylvania
$4.85M +$3.28M +31,937 +208%
ERIC
147
Eagle Rock Investment Company
Georgia
$4.82M +$2.96M +28,809 +159%
JIR
148
James Investment Research
Ohio
$4.8M +$43.6K +425 +0.9%
RI
149
Rinkey Investments
California
$4.79M +$4.79M +46,374 New
EWA
150
ERTS Wealth Advisors
Michigan
$4.73M +$705K +6,871 +18%