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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.49%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
121
Increased
267
Reduced
315
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWC
126
Abundance Wealth Counselors
Pennsylvania
$6.67M +$265K +2,512 +4%
CCB
127
Country Club Bank
Missouri
$6.61M -$214K -2,035 -3%
Envestnet Portfolio Solutions
128
Envestnet Portfolio Solutions
Illinois
$6.59M -$20.4M -193,437 -76%
JPG
129
Jordan Park Group
California
$6.5M -$1.92M -18,254 -23%
CGL
130
Clarius Group LLC
Washington
$6.48M +$3.6M +34,163 +125%
DAS
131
Dynamic Advisor Solutions
Arizona
$6.45M +$820K +7,782 +15%
CCA
132
Clearwater Capital Advisors
Illinois
$6.45M +$1.58M +15,019 +33%
CCM
133
Condor Capital Management
New Jersey
$6.36M +$40.5K +384 +0.6%
LFS
134
Lutz Financial Services
Nebraska
$6.29M -$977K -9,270 -13%
EWM
135
Elmwood Wealth Management
California
$6.15M -$96.7K -917 -2%
LWM
136
LJI Wealth Management
Indiana
$6.12M +$3.65M +34,660 +148%
Cambridge Investment Research Advisors
137
Cambridge Investment Research Advisors
Iowa
$6.09M -$952K -9,026 -14%
BCM
138
Brookstone Capital Management
Illinois
$5.87M +$296K +2,812 +5%
ZF
139
Zhang Financial
Michigan
$5.78M -$686K -6,511 -11%
PFM
140
Phillips Financial Management
Indiana
$5.77M -$667K -6,322 -10%
SHWM
141
Smith & Howard Wealth Management
Georgia
$5.71M +$814K +7,717 +17%
LFGO
142
Legacy Financial Group (Oklahoma)
Oklahoma
$5.71M -$161K -1,526 -3%
EWA
143
EP Wealth Advisors
California
$5.67M +$229K +2,174 +4%
WAP
144
Wealthcare Advisory Partners
Pennsylvania
$5.65M +$314K +2,979 +6%
APW
145
Austin Private Wealth
Texas
$5.64M +$16.3K +155 +0.3%
PP
146
PDS Planning
Ohio
$5.6M -$2.58M -24,459 -32%
Focus Partners Wealth
147
Focus Partners Wealth
Massachusetts
$5.59M +$5.59M +53,032 New
Truist Financial
148
Truist Financial
North Carolina
$5.59M -$92.7K -879 -2%
JBA
149
Johnson Bixby & Associates
Washington
$5.56M -$644K -6,111 -10%
ERIC
150
Eagle Rock Investment Company
Georgia
$5.5M +$352K +3,334 +7%