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iShares Short-Term National Muni Bond ETF

621 hedge funds and large institutions have $5.72B invested in iShares Short-Term National Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 221 increasing their positions, 225 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+20
Holders Change %
+3.33%
% of All Funds
9.83%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
78
Increased
221
Reduced
225
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
176
Safir Wealth Advisors
New Hampshire
$2.59M +$145K +1,385 +6%
EWM
177
Elmwood Wealth Management
California
$2.58M +$209K +2,000 +9%
DWM
178
Dakota Wealth Management
Florida
$2.57M +$593K +5,665 +30%
BF
179
Brooklyn FI
New York
$2.56M -$8.89K -85 -0.3%
NFP
180
Narus Financial Partners
Utah
$2.55M +$2.55M +24,393 New
SIM
181
Studio Investment Management
Illinois
$2.54M +$40.3K +385 +2%
AHC
182
Adell Harriman & Carpenter
Texas
$2.49M -$211K -2,020 -8%
PWA
183
Pillar Wealth Advisors
Pennsylvania
$2.46M
PWM
184
Perigon Wealth Management
California
$2.45M -$185K -1,768 -7%
PI
185
PFS Investments
Georgia
$2.44M -$1.33M -12,732 -35%
PG
186
Patten Group
Tennessee
$2.44M -$215K -2,059 -8%
RWA
187
RGT Wealth Advisors
Texas
$2.43M +$5.65K +54 +0.2%
Renaissance Technologies
188
Renaissance Technologies
New York
$2.41M +$2.41M +23,000 New
ZIM
189
Zacks Investment Management
Illinois
$2.39M +$377K +3,608 +19%
WA
190
WBH Advisory
Maryland
$2.34M +$1.66M +16,030 +244%
WAG
191
Winthrop Advisory Group
Massachusetts
$2.26M -$618K -5,906 -21%
PPP
192
Private Portfolio Partners
New Jersey
$2.24M -$531K -5,075 -19%
NWM
193
Northwest Wealth Management
Iowa
$2.22M +$99.6K +952 +5%
OPS
194
Orion Portfolio Solutions
Nebraska
$2.19M -$536K -5,125 -20%
ML
195
McAdam LLC
Pennsylvania
$2.18M +$1.95M +18,689 +879%
FCA
196
FLC Capital Advisors
California
$2.16M -$655K -6,258 -23%
PAG
197
Private Advisor Group
New Jersey
$2.13M +$68.6K +656 +3%
JBA
198
Johnson Bixby & Associates
Washington
$2.12M +$1.28M +12,250 +153%
MIAN
199
Mariner Independent Advisor Network
Kansas
$2.07M +$2.07M +19,781 New
MA
200
Montag & Associates
Georgia
$2.06M +$242K +2,310 +13%