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iShares Short-Term National Muni Bond ETF

760 hedge funds and large institutions have $7.58B invested in iShares Short-Term National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 293 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
10.99%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.3%
New
68
Increased
293
Reduced
280
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
126
Elmwood Wealth Management
California
$5.92M -$449K -4,232 -7%
BFA
127
Bragg Financial Advisors
North Carolina
$5.91M +$1.5M +14,114 +34%
ZF
128
Zhang Financial
Michigan
$5.89M -$45.9K -432 -0.8%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$5.89M -$141K -1,327 -2%
Baird Financial Group
130
Baird Financial Group
Wisconsin
$5.84M +$1.12M +10,544 +24%
LFS
131
Lutz Financial Services
Nebraska
$5.7M -$15.4K -145 -0.3%
LPP
132
Life Planning Partners
Florida
$5.69M -$982K -9,245 -15%
SFM
133
Signet Financial Management
New Jersey
$5.66M -$214K -2,017 -4%
WA
134
Waverly Advisors
Alabama
$5.51M +$25.8K +243 +0.5%
HSG
135
Helen Stephens Group
Texas
$5.49M -$794K -7,474 -13%
CCM
136
Coldstream Capital Management
Washington
$5.45M +$1.98M +18,600 +57%
ERIC
137
Eagle Rock Investment Company
Georgia
$5.44M -$623K -5,869 -10%
EWM
138
Empirical Wealth Management
Washington
$5.43M +$25.3K +238 +0.5%
APW
139
Austin Private Wealth
Texas
$5.37M -$254K -2,390 -5%
PWMG
140
Private Wealth Management Group
New Jersey
$5.3M -$324K -3,047 -6%
TFA
141
Transamerica Financial Advisors
Florida
$5.28M -$688K -6,476 -12%
G
142
GenTrust
Florida
$5.19M +$5.19M +48,831 New
CL
143
Choreo LLC
Illinois
$5.12M +$4.06M +38,235 +382%
FPAS
144
Focus Partners Advisor Solutions
Missouri
$5.04M +$5.04M +47,428 New
MFS
145
McNamara Financial Services
Massachusetts
$4.99M +$426K +4,012 +9%
MFA
146
Mayflower Financial Advisors
Massachusetts
$4.88M -$23.6K -222 -0.5%
DPI
147
Diversified Portfolios Inc
Michigan
$4.86M -$447K -4,210 -8%
PFM
148
Phillips Financial Management
Indiana
$4.82M -$285K -2,686 -6%
NW
149
NewEdge Wealth
Pennsylvania
$4.81M +$52.4K +493 +1%
FFA
150
Farther Finance Advisors
California
$4.8M +$2.02M +19,055 +73%