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iShares Short-Term National Muni Bond ETF

756 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-28
Holders Change %
-3.57%
% of All Funds
10.96%
Holding in Top 10
29
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-30.95%
% of All Funds
0.42%
New
56
Increased
284
Reduced
302
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
126
Dynamic Advisor Solutions
Arizona
$6.51M +$94.9K +906 +1%
CCB
127
Country Club Bank
Missouri
$6.4M -$169K -1,618 -3%
BCM
128
Brookstone Capital Management
Illinois
$6.35M +$524K +5,001 +9%
EWM
129
Elmwood Wealth Management
California
$6.23M +$126K +1,200 +2%
LA
130
LVW Advisors
New York
$6.13M +$989K +9,448 +19%
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$6.01M -$43.9K -419 -0.7%
CCC
132
Chesapeake Capital Corp
Florida
$5.98M -$2.42M -23,154 -29%
William Blair & Company
133
William Blair & Company
Illinois
$5.9M +$797K +7,606 +16%
TFA
134
Transamerica Financial Advisors
Florida
$5.89M +$5.89M +56,192 New
ZF
135
Zhang Financial
Michigan
$5.85M +$111K +1,058 +2%
LWM
136
LJI Wealth Management
Indiana
$5.85M -$233K -2,226 -4%
PFM
137
Phillips Financial Management
Indiana
$5.83M +$103K +979 +2%
Focus Partners Wealth
138
Focus Partners Wealth
Massachusetts
$5.79M +$238K +2,276 +4%
SPP
139
Single Point Partners
Massachusetts
$5.7M +$325K +3,101 +6%
SFM
140
Signet Financial Management
New Jersey
$5.69M +$239K +2,280 +4%
EWA
141
EP Wealth Advisors
California
$5.66M +$26K +248 +0.5%
PWMG
142
Private Wealth Management Group
New Jersey
$5.66M -$3.35M -31,948 -37%
JWA
143
JFS Wealth Advisors
Pennsylvania
$5.61M +$1.03M +9,841 +22%
LFS
144
Lutz Financial Services
Nebraska
$5.58M -$664K -6,342 -11%
WAP
145
Wealthcare Advisory Partners
Pennsylvania
$5.56M -$53.5K -511 -1%
PP
146
PDS Planning
Ohio
$5.51M -$47.9K -457 -0.9%
APW
147
Austin Private Wealth
Texas
$5.5M -$82.6K -792 -1%
ERIC
148
Eagle Rock Investment Company
Georgia
$5.44M -$29.4K -281 -0.5%
WA
149
Waverly Advisors
Alabama
$5.42M +$5.42M +51,797 New
Truist Financial
150
Truist Financial
North Carolina
$5.39M -$166K -1,589 -3%