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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
-27
Holders Change %
-3.44%
% of All Funds
12.12%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
66
Increased
249
Reduced
326
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFP
151
Catalyst Financial Partners
Massachusetts
$5.8M +$1.52M +14,496 +35%
William Blair & Company
152
William Blair & Company
Illinois
$5.71M -$963K -9,197 -14%
PO
153
Private Ocean
California
$5.53M +$4.4K +42 +0.1%
BCA
154
Bray Capital Advisors
Florida
$5.52M
EWM
155
Empirical Wealth Management
Washington
$5.46M -$582K -5,557 -10%
APW
156
Austin Private Wealth
Texas
$5.45M +$222K +2,119 +4%
SFM
157
Signet Financial Management
New Jersey
$5.43M +$1.98M +18,931 +57%
FFS
158
Founders Financial Securities
Maryland
$5.36M +$711K +6,788 +15%
HI
159
Horizon Investments
North Carolina
$5.34M +$701K +6,710 +15%
CCA
160
Clearwater Capital Advisors
Illinois
$5.25M +$1.19M +11,380 +29%
SIA
161
Soltis Investment Advisors
Utah
$5.23M +$814K +7,772 +18%
BNP Paribas Financial Markets
162
BNP Paribas Financial Markets
France
$5.2M +$5.2M +49,649 New
AWS
163
Atria Wealth Solutions
New York
$5.17M -$855K -8,167 -14%
RC
164
Roundview Capital
New Jersey
$5.17M -$108K -1,033 -2%
SWM
165
Seaside Wealth Management
California
$5.16M +$96.2K +919 +2%
BSWA
166
Bromfield Sneider Wealth Advisors
Massachusetts
$5.12M +$133K +1,275 +3%
IWM
167
Integris Wealth Management
California
$5.02M -$25.1K -240 -0.5%
EWM
168
Executive Wealth Management
Michigan
$5.01M -$1.59M -15,154 -24%
KWM
169
Keebeck Wealth Management
Illinois
$4.95M -$641K -6,127 -11%
SFG
170
Sunburst Financial Group
Alabama
$4.94M -$79.1K -756 -2%
LA
171
LVW Advisors
New York
$4.9M -$2.07M -19,753 -30%
MFA
172
Mayflower Financial Advisors
Massachusetts
$4.68M -$348K -3,320 -7%
BCM
173
Brookstone Capital Management
Illinois
$4.58M +$877K +8,371 +24%
NWA
174
New World Advisors
Massachusetts
$4.53M +$71.8K +686 +2%
AAS
175
Avantax Advisory Services
Texas
$4.47M +$1.07M +10,213 +31%