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iShares Short-Term National Muni Bond ETF

826 hedge funds and large institutions have $7.73B invested in iShares Short-Term National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 345 increasing their positions, 249 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
826
Holders Change
+66
Holders Change %
+8.68%
% of All Funds
11%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.36%
New
122
Increased
345
Reduced
249
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BC
126
Brio Consultants
California
$6.26M +$317K +3,010 +5%
AWS
127
Atria Wealth Solutions
New York
$6.26M +$2.81M +26,613 +81%
ASN
128
Advisory Services Network
Georgia
$6.08M -$724K -6,868 -11%
Baird Financial Group
129
Baird Financial Group
Wisconsin
$6.07M +$272K +2,580 +5%
AHC
130
Anderson Hoagland & Co
Missouri
$6M +$4.28M +40,538 +249%
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$5.99M -$635K -6,017 -10%
LPP
132
Life Planning Partners
Florida
$5.97M +$318K +3,014 +6%
EWM
133
Empirical Wealth Management
Washington
$5.84M +$453K +4,293 +8%
FPAS
134
Focus Partners Advisor Solutions
Missouri
$5.8M +$799K +7,579 +16%
PGFC
135
Peapack-Gladstone Financial Corp
New Jersey
$5.73M +$1.34M +12,742 +31%
WA
136
Waverly Advisors
Alabama
$5.64M +$169K +1,601 +3%
FGWP
137
Founders Grove Wealth Partners
Virginia
$5.55M +$5.55M +52,601 New
SFM
138
Signet Financial Management
New Jersey
$5.45M -$169K -1,599 -3%
CCM
139
Coldstream Capital Management
Washington
$5.42M +$6.33K +60 +0.1%
LFS
140
Lutz Financial Services
Nebraska
$5.38M -$287K -2,718 -5%
PWMG
141
Private Wealth Management Group
New Jersey
$5.34M +$74.4K +705 +1%
APW
142
Austin Private Wealth
Texas
$5.34M -$1.48K -14 -0%
JWA
143
JFS Wealth Advisors
Pennsylvania
$5.31M -$929K -8,809 -15%
CTA
144
Chesley Taft & Associates
Illinois
$5.3M +$790K +7,490 +18%
TPCW
145
TD Private Client Wealth
New York
$5.29M +$1.92M +18,177 +57%
LA
146
Lindenwold Advisors
Pennsylvania
$5.12M -$1.15M -10,872 -18%
DPI
147
Diversified Portfolios Inc
Michigan
$5.1M +$281K +2,666 +6%
ERIC
148
Eagle Rock Investment Company
Georgia
$5.07M -$329K -3,117 -6%
NA
149
NewEdge Advisors
Louisiana
$5.06M +$633K +6,001 +14%
PFM
150
Phillips Financial Management
Indiana
$4.98M +$198K +1,877 +4%