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iShares Short-Term National Muni Bond ETF

689 hedge funds and large institutions have $6.65B invested in iShares Short-Term National Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 240 increasing their positions, 233 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+68
Holders Change %
+10.95%
% of All Funds
11.65%
Holding in Top 10
42
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+90.91%
% of All Funds
0.71%
New
138
Increased
240
Reduced
233
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RC
151
Roundview Capital
New Jersey
$4.84M +$72.1K +689 +2%
DPI
152
Diversified Portfolios Inc
Michigan
$4.72M -$2.96M -28,265 -39%
SG
153
StoneX Group
New York
$4.66M +$4.15M +39,693 +825%
AHC
154
Anderson Hoagland & Co
Missouri
$4.65M -$904K -8,629 -16%
SWM
155
Spire Wealth Management
Virginia
$4.61M -$2.03M -19,415 -31%
WAS
156
Wealth Advisory Solutions
Indiana
$4.52M -$1.49M -14,283 -25%
PP
157
PDS Planning
Ohio
$4.51M -$2.12M -20,273 -32%
PPW
158
Parcion Private Wealth
Washington
$4.49M -$1.36M -12,936 -23%
CCA
159
Clearwater Capital Advisors
Illinois
$4.42M +$105K +1,000 +2%
OC
160
Oppenheimer & Co
New York
$4.4M -$1.43M -13,708 -25%
KFS
161
Kelly Financial Services
Massachusetts
$4.31M -$107K -1,024 -2%
NWA
162
New World Advisors
Massachusetts
$4.29M +$991K +9,458 +30%
TA
163
TruWealth Advisors
Louisiana
$4.25M +$4.25M +40,556 New
LW
164
Linscomb Wealth
Texas
$4.22M +$1.29M +12,286 +44%
YIA
165
YHB Investment Advisors
Connecticut
$4.21M +$555K +5,297 +15%
CFO
166
Collective Family Office
Pennsylvania
$4.15M +$4.15M +39,650 New
MBFW
167
Morton Brown Family Wealth
Pennsylvania
$4.11M +$2.11M +20,164 +105%
EWA
168
ERTS Wealth Advisors
Michigan
$4.11M -$1.37M -13,099 -25%
MFS
169
McNamara Financial Services
Massachusetts
$4.08M +$3.7M +35,387 +975%
KWM
170
Keebeck Wealth Management
Illinois
$4.06M -$8.31M -79,432 -67%
APW
171
Austin Private Wealth
Texas
$4.06M +$4.06M +38,813 New
IWP
172
Icon Wealth Partners
Texas
$3.97M -$17.2K -164 -0.4%
WPW
173
Waldron Private Wealth
Pennsylvania
$3.96M +$3.96M +37,829 New
CS
174
Comerica Securities
Michigan
$3.91M +$3.07M +29,280 +362%
OIA
175
OneDigital Investment Advisors
Kansas
$3.9M +$2.55M +24,334 +188%