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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.49%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
121
Increased
267
Reduced
315
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFM
151
Signet Financial Management
New Jersey
$5.49M -$89.9K -853 -2%
UCFA
152
United Capital Financial Advisors
Texas
$5.47M -$3.29M -31,175 -38%
SFG
153
StrategIQ Financial Group
Indiana
$5.42M +$3.3M +31,295 +156%
SPP
154
Single Point Partners
Massachusetts
$5.41M -$1.42M -13,485 -21%
DPI
155
Diversified Portfolios Inc
Michigan
$5.38M +$9.17K +87 +0.2%
MFA
156
Mayflower Financial Advisors
Massachusetts
$5.29M +$343K +3,251 +7%
OWA
157
One Wealth Advisors
California
$5.24M +$1.4M +13,274 +36%
KCM
158
KM Capital Management
Texas
$5.2M +$2.23M +21,130 +75%
SIA
159
Soltis Investment Advisors
Utah
$5.19M -$11K -104 -0.2%
LA
160
LVW Advisors
New York
$5.18M +$146K +1,386 +3%
William Blair & Company
161
William Blair & Company
Illinois
$5.13M -$77.8K -738 -1%
MPM
162
Meritage Portfolio Management
Kansas
$5.13M -$1.05M -9,932 -17%
IWM
163
Integris Wealth Management
California
$5.08M +$18.2K +173 +0.4%
EWM
164
Empirical Wealth Management
Washington
$5.07M -$329K -3,118 -6%
SW
165
SteelPeak Wealth
California
$4.97M +$4.75M +45,030 +2,144%
SIM
166
Studio Investment Management
Illinois
$4.87M -$266K -2,520 -5%
PCA
167
Pallas Capital Advisors
Massachusetts
$4.86M +$433K +4,104 +10%
SPIA
168
Steward Partners Investment Advisory
New York
$4.84M -$4.18M -39,667 -46%
AW
169
Alaethes Wealth
Nevada
$4.73M -$142K -1,345 -3%
SWP
170
Stratos Wealth Partners
Ohio
$4.73M -$6.12M -58,050 -56%
ST
171
Smithfield Trust
Pennsylvania
$4.72M +$184K +1,743 +4%
PI
172
Parkside Investments
Illinois
$4.69M -$2.69M -25,500 -36%
FTS
173
Fifth Third Securities
Ohio
$4.65M -$397K -3,765 -8%
WF
174
Williams Financial
Vermont
$4.64M -$430K -4,074 -8%
WP
175
WealthSource Partners
California
$4.63M +$880K +8,346 +23%