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iShares Short-Term National Muni Bond ETF

760 hedge funds and large institutions have $7.58B invested in iShares Short-Term National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 293 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
11%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.3%
New
68
Increased
293
Reduced
280
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFGO
151
Legacy Financial Group (Oklahoma)
Oklahoma
$4.7M -$315K -2,983 -6%
William Blair & Company
152
William Blair & Company
Illinois
$4.65M -$1.68M -15,826 -27%
PP
153
PrairieView Partners
Minnesota
$4.61M +$442K +4,159 +11%
EK
154
Evensky & Katz
Florida
$4.6M +$6.05K +57 +0.1%
CTA
155
Chesley Taft & Associates
Illinois
$4.54M +$382K +3,600 +9%
AIM
156
Alhambra Investment Management
Florida
$4.53M -$252K -2,377 -5%
WIA
157
World Investment Advisors
California
$4.53M +$133K +1,248 +3%
DW
158
Durante & Waters
New York
$4.53M +$178K +1,677 +4%
BlackRock
159
BlackRock
New York
$4.46M -$1.86M -17,562 -29%
NA
160
NewEdge Advisors
Louisiana
$4.46M +$18.8K +177 +0.4%
FCIM
161
Fairview Capital Investment Management
California
$4.45M -$106K -1,000 -2%
WANY
162
Wealthspire Advisors (New York)
New York
$4.41M +$3.78M +35,611 +599%
PGFC
163
Peapack-Gladstone Financial Corp
New Jersey
$4.41M +$443K +4,169 +11%
VA
164
Valmark Advisers
Ohio
$4.4M +$15.7K +148 +0.4%
SAG
165
SageView Advisory Group
California
$4.39M +$4.39M +41,331 New
AWE
166
Avidian Wealth Enterprises
Texas
$4.37M -$1.04M -9,835 -19%
FAT
167
First American Trust
California
$4.34M +$488K +4,592 +13%
SIM
168
Studio Investment Management
Illinois
$4.33M -$69K -650 -2%
PG
169
Patten Group
Tennessee
$4.2M +$663K +6,248 +19%
BFG
170
Baron Financial Group
New Jersey
$4.19M -$91.3K -860 -2%
SWP
171
Stratos Wealth Partners
Ohio
$4.16M -$241K -2,272 -5%
MPM
172
Meritage Portfolio Management
Kansas
$4.11M -$137K -1,288 -3%
MWAM
173
Manhattan West Asset Management
California
$4.03M -$2.09M -19,658 -34%
BLC
174
Brown, Lisle/Cummings
Rhode Island
$3.95M
SA
175
Sanctuary Advisors
Indiana
$3.87M -$1.3M -12,299 -25%