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iShares Short-Term National Muni Bond ETF

750 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

Holders
750
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.96%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SPP
126
Single Point Partners
Massachusetts
$6.67M 64,803 +64,803 New
ACM
127
AUA Capital Management
Pennsylvania
$6.66M 64,702 -3,823 -6%
CCB
128
Country Club Bank
Missouri
$6.66M 64,725 -240 -0.4%
TFA
129
Tobias Financial Advisors
Florida
$6.51M 63,302 +3,116 +5%
Thrivent Financial for Lutherans
130
Thrivent Financial for Lutherans
Minnesota
$6.43M 62,510 +1,861 +3%
OHIS
131
Oak Harvest Investment Services
Texas
$6.32M 61,484 +22,104 +56%
ZF
132
Zhang Financial
Michigan
$6.31M 61,319 -6,588 -10%
FFS
133
Founders Financial Securities
Maryland
$6.29M 61,153 +2,471 +4%
PFM
134
Phillips Financial Management
Indiana
$6.28M 61,040 +10 +0%
KCM
135
Kathmere Capital Management
Pennsylvania
$6.27M 60,994 -7,477 -11%
AWC
136
Abundance Wealth Counselors
Pennsylvania
$6.25M 60,760 +60,760 New
Prudential Financial
137
Prudential Financial
New Jersey
$6.24M 60,698 -2,987 -5%
HI
138
Horizon Investments
North Carolina
$6.22M 60,659 +1,999 +3%
CCM
139
Condor Capital Management
New Jersey
$6.16M 59,925 +1,776 +3%
EWM
140
Elmwood Wealth Management
California
$6.09M 59,234 +5,864 +11%
JBA
141
Johnson Bixby & Associates
Washington
$6.06M 58,874 -7,906 -12%
MPM
142
Meritage Portfolio Management
Kansas
$6.02M 58,569 -3,029 -5%
LA
143
Lindenwold Advisors
Pennsylvania
$5.97M 58,051 +6,221 +12%
FPAS
144
Focus Partners Advisor Solutions
Missouri
$5.82M 56,536 +4,307 +8%
Members Trust
145
Members Trust
Florida
$5.77M 56,094 +56,094 New
LFGO
146
Legacy Financial Group (Oklahoma)
Oklahoma
$5.73M 55,715 -487 -0.9%
1WM
147
1900 Wealth Management
Texas
$5.59M 54,376 -45,633 -46%
Truist Financial
148
Truist Financial
North Carolina
$5.54M 53,898 -14,893 -22%
SWM
149
Seaside Wealth Management
California
$5.5M 53,517 +1,950 +4%
DAS
150
Dynamic Advisor Solutions
Arizona
$5.5M 53,495 +11,390 +27%