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iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.85%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FPAS
151
Focus Partners Advisor Solutions
Missouri
$5.43M +$2.1M +20,232 +63%
EWM
152
Empirical Wealth Management
Washington
$5.42M -$10.4K -100 -0.2%
SFM
153
Signet Financial Management
New Jersey
$5.4M +$624 +6 +0%
LA
154
Lindenwold Advisors
Pennsylvania
$5.39M +$1.14M +10,953 +27%
APW
155
Austin Private Wealth
Texas
$5.37M -$49.2K -473 -0.9%
SWM
156
Seaside Wealth Management
California
$5.36M +$234K +2,248 +5%
PO
157
Private Ocean
California
$5.35M -$146K -1,404 -3%
AWS
158
Atria Wealth Solutions
New York
$5.35M +$207K +1,991 +4%
IWP
159
Icon Wealth Partners
Texas
$5.26M +$1.38M +13,270 +36%
SIA
160
Soltis Investment Advisors
Utah
$5.15M -$56.3K -541 -1%
FTS
161
Fifth Third Securities
Ohio
$5.13M +$3.23M +31,024 +170%
BSWA
162
Bromfield Sneider Wealth Advisors
Massachusetts
$5.12M +$34.9K +335 +0.7%
BCM
163
Brookstone Capital Management
Illinois
$5.08M +$528K +5,083 +12%
IWM
164
Integris Wealth Management
California
$5.04M +$58.7K +564 +1%
NWA
165
New World Advisors
Massachusetts
$4.98M +$476K +4,579 +11%
JWA
166
JFS Wealth Advisors
Pennsylvania
$4.98M -$1.13M -10,862 -19%
RVPG
167
Relative Value Partners Group
$4.91M +$4.91M +47,149 New
WF
168
Williams Financial
Vermont
$4.88M +$965K +9,278 +25%
William Blair & Company
169
William Blair & Company
Illinois
$4.86M -$818K -7,865 -14%
MFA
170
Mayflower Financial Advisors
Massachusetts
$4.76M +$105K +1,008 +2%
SFG
171
Sunburst Financial Group
Alabama
$4.74M -$176K -1,690 -4%
BNP Paribas Financial Markets
172
BNP Paribas Financial Markets
France
$4.69M -$473K -4,547 -9%
DPI
173
Diversified Portfolios Inc
Michigan
$4.63M +$2.25M +21,661 +95%
CCA
174
Clearwater Capital Advisors
Illinois
$4.6M -$616K -5,922 -12%
IWC
175
Integrated Wealth Concepts
Massachusetts
$4.6M +$614K +5,906 +15%