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iShares Short-Term National Muni Bond ETF

520 hedge funds and large institutions have $4.04B invested in iShares Short-Term National Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 265 increasing their positions, 121 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+15
Holders Change %
+2.97%
% of All Funds
9.13%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.33%
New
52
Increased
265
Reduced
121
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
151
William Blair & Company
Illinois
$2.59M +$39.5K +367 +2%
PWM
152
Perigon Wealth Management
California
$2.57M +$1.37M +12,754 +114%
SSWM
153
Sheets Smith Wealth Management
North Carolina
$2.52M +$1.25M +11,609 +98%
AAM
154
Autus Asset Management
Arizona
$2.49M -$14.5K -135 -0.6%
CTA
155
Chesley Taft & Associates
Illinois
$2.47M +$149K +1,385 +6%
PAG
156
Private Advisor Group
New Jersey
$2.43M +$398K +3,696 +20%
Franklin Resources
157
Franklin Resources
California
$2.42M
Deutsche Bank
158
Deutsche Bank
Germany
$2.39M -$1.55M -14,423 -39%
IWC
159
Integrated Wealth Concepts
Massachusetts
$2.39M -$32.8K -305 -1%
AA
160
Advisory Alpha
Michigan
$2.31M +$158K +1,467 +7%
SWA
161
Safir Wealth Advisors
New Hampshire
$2.29M +$157K +1,460 +7%
MWM
162
Mattern Wealth Management
Kansas
$2.29M -$470K -4,368 -17%
IA
163
IFS Advisors
Kansas
$2.27M +$100K +931 +5%
NWM
164
Northwest Wealth Management
Iowa
$2.21M
PFS
165
Prospera Financial Services
Texas
$2.2M +$229K +2,133 +12%
CFGS
166
Concourse Financial Group Securities
Alabama
$2.19M +$676K +6,289 +45%
LWP
167
Lumature Wealth Partners
Georgia
$2.18M -$342K -3,177 -14%
FCIM
168
Fairview Capital Investment Management
California
$2.15M
KL
169
KWMG LLC
Kansas
$2.14M +$185K +1,719 +9%
OFG
170
Omega Financial Group
California
$2.12M +$174K +1,615 +9%
SPIA
171
Steward Partners Investment Advisory
New York
$2.1M +$266K +2,472 +14%
MIA
172
MainStreet Investment Advisors
Illinois
$2.09M -$635K -5,906 -23%
AIA
173
Alera Investment Advisors
Illinois
$2.08M +$113K +1,055 +6%
DWM
174
Dakota Wealth Management
Florida
$2.07M +$437K +4,061 +27%
ZIM
175
Zacks Investment Management
Illinois
$2.06M +$1.61M +14,924 +354%