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iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.85%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JBA
126
Johnson Bixby & Associates
Washington
$6.95M 66,780 +7,314 +12%
Corient Private Wealth
127
Corient Private Wealth
Florida
$6.87M 66,017 -42,398 -39%
CCB
128
Country Club Bank
Missouri
$6.75M 64,965 -5,048 -7%
PA
129
Procyon Advisors
Connecticut
$6.66M 64,034 +37,657 +143%
OCG
130
Opus Capital Group
Ohio
$6.64M 63,790 +1,229 +2%
Prudential Financial
131
Prudential Financial
New Jersey
$6.63M 63,685 +6,152 +11%
CFP
132
Catalyst Financial Partners
Massachusetts
$6.6M 63,412 +7,992 +14%
SHWM
133
Smith & Howard Wealth Management
Georgia
$6.47M 62,171 -8,695 -12%
MPM
134
Meritage Portfolio Management
Kansas
$6.41M 61,598 -5,245 -8%
SIM
135
Studio Investment Management
Illinois
$6.37M 61,180 -600 -1%
PFM
136
Phillips Financial Management
Indiana
$6.35M 61,030 -1,264 -2%
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$6.31M 60,649 -11,008 -15%
NWM
138
NEIRG Wealth Management
Massachusetts
$6.29M 60,466 -57,240 -49%
TFA
139
Tobias Financial Advisors
Florida
$6.26M 60,186 -1,542 -2%
Barclays
140
Barclays
United Kingdom
$6.25M 60,055 +60,055 New
PPP
141
Private Portfolio Partners
New Jersey
$6.12M 58,840 -2,050 -3%
FFS
142
Founders Financial Securities
Maryland
$6.11M 58,682 +7,444 +15%
HI
143
Horizon Investments
North Carolina
$6.09M 58,660 +7,547 +15%
CCM
144
Condor Capital Management
New Jersey
$6.05M 58,149 +1,772 +3%
BFG
145
Baron Financial Group
New Jersey
$5.9M 56,670 -3,835 -6%
EWA
146
EP Wealth Advisors
California
$5.89M 979 -25,848 -96%
CAG
147
Crestwood Advisors Group
Massachusetts
$5.89M 56,568 -10,092 -15%
ERIC
148
Eagle Rock Investment Company
Georgia
$5.86M 56,239 -431 -0.8%
LFGO
149
Legacy Financial Group (Oklahoma)
Oklahoma
$5.85M 56,202 -2,571 -4%
EWM
150
Elmwood Wealth Management
California
$5.55M 53,370 +15,772 +42%