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iShares Short-Term National Muni Bond ETF

756 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-28
Holders Change %
-3.57%
% of All Funds
10.96%
Holding in Top 10
29
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-30.95%
% of All Funds
0.42%
New
56
Increased
284
Reduced
302
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DPI
151
Diversified Portfolios Inc
Michigan
$5.37M +$28.6K +273 +0.5%
YCG
152
Yeomans Consulting Group
Georgia
$5.36M -$1.99M -18,954 -27%
PCA
153
Pallas Capital Advisors
Massachusetts
$5.35M +$521K +4,977 +11%
LFGO
154
Legacy Financial Group (Oklahoma)
Oklahoma
$5.25M -$426K -4,064 -7%
EWM
155
Empirical Wealth Management
Washington
$5.15M +$117K +1,120 +2%
UCFA
156
United Capital Financial Advisors
Texas
$5.12M -$309K -2,948 -6%
MFA
157
Mayflower Financial Advisors
Massachusetts
$5.11M -$146K -1,395 -3%
IWM
158
Integris Wealth Management
California
$5.06M +$7.96K +76 +0.2%
ST
159
Smithfield Trust
Pennsylvania
$5.05M +$356K +3,400 +8%
AIM
160
Alhambra Investment Management
Florida
$5.02M +$3.27M +31,257 +187%
AW
161
Alaethes Wealth
Nevada
$4.95M +$251K +2,400 +5%
SHWM
162
Smith & Howard Wealth Management
Georgia
$4.84M -$833K -7,957 -15%
MPM
163
Meritage Portfolio Management
Kansas
$4.74M -$354K -3,377 -7%
NFG
164
Northeast Financial Group
Pennsylvania
$4.67M +$885K +8,447 +23%
NW
165
NewEdge Wealth
Pennsylvania
$4.64M +$1.25M +11,933 +37%
SPIA
166
Steward Partners Investment Advisory
New York
$4.64M -$172K -1,643 -4%
GI
167
GAMMA Investing
California
$4.54M +$301K +2,871 +7%
FCIM
168
Fairview Capital Investment Management
California
$4.54M +$3.14M +30,000 +225%
CAM
169
Clarity Asset Management
Iowa
$4.51M +$232K +2,211 +5%
SWP
170
Stratos Wealth Partners
Ohio
$4.51M -$188K -1,794 -4%
BFA
171
Bragg Financial Advisors
North Carolina
$4.5M +$48.7K +465 +1%
BFG
172
Baron Financial Group
New Jersey
$4.46M -$58.6K -560 -1%
PI
173
Parkside Investments
Illinois
$4.45M -$209K -2,000 -4%
MFS
174
McNamara Financial Services
Massachusetts
$4.44M +$51.6K +493 +1%
CGL
175
Clarius Group LLC
Washington
$4.38M -$2.05M -19,616 -32%