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iShares Short-Term National Muni Bond ETF

755 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 286 increasing their positions, 295 reducing their positions, and 55 closing their positions.

Holders
755
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
10.98%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
65
Increased
286
Reduced
295
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SA
151
Sanctuary Advisors
Indiana
$5.11M +$5.11M +48,901 New
PFM
152
Phillips Financial Management
Indiana
$5.02M -$799K -7,639 -14%
LFGO
153
Legacy Financial Group (Oklahoma)
Oklahoma
$4.97M -$270K -2,584 -5%
MFA
154
Mayflower Financial Advisors
Massachusetts
$4.83M -$269K -2,571 -5%
NFG
155
Northeast Financial Group
Pennsylvania
$4.82M +$160K +1,526 +3%
SAG
156
SageView Advisory Group
California
$4.76M -$881K -9,651 Closed
AIM
157
Alhambra Investment Management
Florida
$4.71M -$305K -2,914 -6%
NW
158
NewEdge Wealth
Pennsylvania
$4.68M +$35.3K +338 +0.8%
Baird Financial Group
159
Baird Financial Group
Wisconsin
$4.65M +$606K +5,799 +15%
IWM
160
Integris Wealth Management
California
$4.64M -$411K -3,931 -8%
CAM
161
Clarity Asset Management
Iowa
$4.56M +$58K +555 +1%
EK
162
Evensky & Katz
Florida
$4.52M +$1.52M +14,572 +51%
MFS
163
McNamara Financial Services
Massachusetts
$4.49M +$58.7K +561 +1%
FCIM
164
Fairview Capital Investment Management
California
$4.48M -$49.7K -475 -1%
Prudential Financial
165
Prudential Financial
New Jersey
$4.43M +$447K +4,276 +11%
NA
166
NewEdge Advisors
Louisiana
$4.37M +$665K +6,362 +18%
BFA
167
Bragg Financial Advisors
North Carolina
$4.34M -$145K -1,387 -3%
SWP
168
Stratos Wealth Partners
Ohio
$4.34M -$164K -1,567 -4%
SIM
169
Studio Investment Management
Illinois
$4.33M -$40.7K -389 -0.9%
WIA
170
World Investment Advisors
California
$4.33M +$4.33M +41,409 New
ANTB
171
AMG National Trust Bank
Colorado
$4.33M +$677K +6,476 +19%
VA
172
Valmark Advisers
Ohio
$4.31M +$411K +3,929 +11%
DW
173
Durante & Waters
New York
$4.28M +$29.5K +282 +0.7%
UCFA
174
United Capital Financial Advisors
Texas
$4.25M -$861K -8,239 -17%
BFG
175
Baron Financial Group
New Jersey
$4.21M -$244K -2,330 -5%