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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
-27
Holders Change %
-3.44%
% of All Funds
12.12%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
66
Increased
249
Reduced
326
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SHWM
126
Smith & Howard Wealth Management
Georgia
$7.42M -$482K -4,600 -6%
PIFP
127
Partners in Financial Planning
Virginia
$7.36M -$114K -1,091 -2%
CCB
128
Country Club Bank
Missouri
$7.34M -$252K -2,406 -3%
ACM
129
AUA Capital Management
Pennsylvania
$7.25M
DWM
130
Dakota Wealth Management
Florida
$7.19M +$223K +2,132 +3%
TA
131
TruWealth Advisors
Louisiana
$7.18M +$444K +4,240 +7%
MPM
132
Meritage Portfolio Management
Kansas
$7M +$30.3K +289 +0.4%
CAG
133
Crestwood Advisors Group
Massachusetts
$6.98M -$18.3M -174,837 -72%
PI
134
PFS Investments
Georgia
$6.77M +$3.99M +38,018 +143%
LNC
135
Lincoln National Corp
Pennsylvania
$6.76M +$1.39M +13,242 +26%
SCA
136
Stokes Capital Advisors
South Carolina
$6.55M -$57.6K -550 -0.9%
OCG
137
Opus Capital Group
Ohio
$6.55M +$261K +2,492 +4%
PFM
138
Phillips Financial Management
Indiana
$6.52M -$1.45M -13,832 -18%
SIM
139
Studio Investment Management
Illinois
$6.47M +$1.53M +14,655 +31%
TFA
140
Tobias Financial Advisors
Florida
$6.46M +$2.19M +20,897 +51%
PPP
141
Private Portfolio Partners
New Jersey
$6.37M +$153K +1,459 +2%
WJA
142
Willis Johnson & Associates
Texas
$6.34M +$435K +4,158 +7%
BFG
143
Baron Financial Group
New Jersey
$6.33M -$206K -1,965 -3%
JBA
144
Johnson Bixby & Associates
Washington
$6.22M +$1.28M +12,218 +26%
LFGO
145
Legacy Financial Group (Oklahoma)
Oklahoma
$6.15M -$1.57M -14,980 -20%
JWA
146
JFS Wealth Advisors
Pennsylvania
$6.15M -$3.49M -33,360 -36%
Prudential Financial
147
Prudential Financial
New Jersey
$6.03M -$1.21M -11,584 -17%
WFAG
148
Wescott Financial Advisory Group
Pennsylvania
$6.02M -$518K -4,950 -8%
ERIC
149
Eagle Rock Investment Company
Georgia
$5.93M +$1.01M +9,679 +21%
CCM
150
Condor Capital Management
New Jersey
$5.9M +$74.4K +711 +1%