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iShares Short-Term National Muni Bond ETF

755 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 286 increasing their positions, 295 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
10.98%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
65
Increased
286
Reduced
295
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$6.21M +$211K +2,022 +4%
HSG
127
Helen Stephens Group
Texas
$6.18M -$720K -6,885 -10%
BCM
128
Brookstone Capital Management
Illinois
$6.18M -$195K -1,851 -3%
GI
129
GAMMA Investing
California
$6.02M +$1.48M +14,176 +33%
MWAM
130
Manhattan West Asset Management
California
$6.02M -$656K -6,275 -10%
ERIC
131
Eagle Rock Investment Company
Georgia
$5.97M +$541K +5,179 +10%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$5.94M -$10.1M -96,732 -63%
EWA
133
EP Wealth Advisors
California
$5.93M +$281K +2,691 +5%
TFA
134
Transamerica Financial Advisors
Florida
$5.88M
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$5.86M +$309K +2,957 +6%
ZF
136
Zhang Financial
Michigan
$5.85M +$4.5K +43 +0.1%
SFM
137
Signet Financial Management
New Jersey
$5.78M +$101K +962 +2%
CCB
138
Country Club Bank
Missouri
$5.75M -$635K -6,071 -10%
AW
139
Alaethes Wealth
Nevada
$5.75M +$804K +7,690 +16%
PCA
140
Pallas Capital Advisors
Massachusetts
$5.71M +$338K +3,218 +6%
LFS
141
Lutz Financial Services
Nebraska
$5.63M +$59K +564 +1%
APW
142
Austin Private Wealth
Texas
$5.54M +$27.2K +260 +0.5%
PWMG
143
Private Wealth Management Group
New Jersey
$5.54M -$111K -1,066 -2%
PP
144
PDS Planning
Ohio
$5.51M +$1.88K +18 +0%
ST
145
Smithfield Trust
Pennsylvania
$5.49M +$449K +4,292 +9%
WA
146
Waverly Advisors
Alabama
$5.4M -$13.8K -132 -0.3%
AWE
147
Avidian Wealth Enterprises
Texas
$5.33M +$2.78M +26,634 +109%
EWM
148
Empirical Wealth Management
Washington
$5.32M +$178K +1,698 +3%
DPI
149
Diversified Portfolios Inc
Michigan
$5.22M -$141K -1,344 -3%
Truist Financial
150
Truist Financial
North Carolina
$5.12M -$257K -2,458 -5%