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iShares Short-Term National Muni Bond ETF

505 hedge funds and large institutions have $3.34B invested in iShares Short-Term National Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 237 increasing their positions, 129 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
Holders Change %
0%
% of All Funds
8.82%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
48
Increased
237
Reduced
129
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APP
151
Avantax Planning Partners
Iowa
$2.44M -$113K -1,049 -4%
IWC
152
Integrated Wealth Concepts
Massachusetts
$2.43M +$321K +2,976 +15%
Franklin Resources
153
Franklin Resources
California
$2.42M +$19.4K +180 +0.8%
Truist Financial
154
Truist Financial
North Carolina
$2.34M -$122K -1,134 -5%
CTA
155
Chesley Taft & Associates
Illinois
$2.32M +$380K +3,525 +20%
PP
156
PrairieView Partners
Minnesota
$2.25M -$666K -6,175 -23%
WAG
157
Winthrop Advisory Group
Massachusetts
$2.24M -$33.4K -310 -1%
NWM
158
Northwest Wealth Management
Iowa
$2.21M +$167K +1,552 +8%
IA
159
IFS Advisors
Kansas
$2.18M +$137K +1,272 +7%
AA
160
Advisory Alpha
Michigan
$2.16M +$722K +6,700 +50%
FCIM
161
Fairview Capital Investment Management
California
$2.15M
FFA
162
Fragasso Financial Advisors
Pennsylvania
$2.14M -$839K -7,781 -28%
SWA
163
Safir Wealth Advisors
New Hampshire
$2.14M +$647K +6,000 +43%
NGA
164
Naples Global Advisors
Florida
$2.13M +$454K +4,213 +27%
GGS
165
Galvin Gaustad & Stein
Arizona
$2.1M -$214K -1,985 -9%
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$2.09M +$2.09M +19,400 New
RWP
167
Ridgecrest Wealth Partners
California
$2.09M +$2.09M +19,393 New
FI
168
Financial Insights
Washington
$2.07M
USAA
169
United Services Automobile Association
Texas
$2.05M -$1.03M -9,538 -33%
PAG
170
Private Advisor Group
New Jersey
$2.03M -$158K -1,468 -7%
CCA
171
Column Capital Advisors
Indiana
$1.99M +$70.5K +654 +4%
APA
172
American Portfolios Advisors
New York
$1.99M +$1.15M +10,712 +139%
AIA
173
Alera Investment Advisors
Illinois
$1.98M -$58.9K -546 -3%
PFS
174
Prospera Financial Services
Texas
$1.97M -$381K -3,530 -16%
CAN
175
Cetera Advisor Networks
California
$1.97M +$638K +5,917 +48%