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iShares Short-Term National Muni Bond ETF

711 hedge funds and large institutions have $6.9B invested in iShares Short-Term National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 296 increasing their positions, 227 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
+22
Holders Change %
+3.19%
% of All Funds
12.29%
Holding in Top 10
49
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.67%
% of All Funds
0.85%
New
90
Increased
296
Reduced
227
Closed
56
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Shares
Change %
PFO
176
Pathstone Family Office
New Jersey
$3.81M -$28M -272,611 -88%
OPWM
177
Oakwell Private Wealth Management
Texas
$3.78M +$2.63M +25,579 +227%
PA
178
Probity Advisors
Texas
$3.75M -$74.8K -729 -2%
Deutsche Bank
179
Deutsche Bank
Germany
$3.73M +$27.9K +272 +0.8%
PP
180
Prosperity Planning
Missouri
$3.68M -$3.85M
LW
181
Linscomb Wealth
Texas
$3.62M -$526K -5,127 -13%
DWM
182
Dakota Wealth Management
Florida
$3.61M +$1.32M +12,896 +58%
BFA
183
Bragg Financial Advisors
North Carolina
$3.61M -$2.54M -24,750 -41%
FPAS
184
Focus Partners Advisor Solutions
Missouri
$3.58M +$52.9K +515 +2%
PGA
185
Portland Global Advisors
Maine
$3.53M
CCB
186
Country Club Bank
Missouri
$3.5M +$3.5M +34,129 New
TFA
187
Tobias Financial Advisors
Florida
$3.46M +$3.27M +31,814 +1,659%
FANJ
188
Financial Architects (New Jersey)
New Jersey
$3.36M +$3.36M +32,762 New
HI
189
Horizon Investments
North Carolina
$3.36M +$3.36M +32,746 New
FFS
190
Founders Financial Securities
Maryland
$3.28M +$3.28M +31,956 New
IWC
191
Integrated Wealth Concepts
Massachusetts
$3.26M +$2M +19,453 +158%
SQA
192
Simon Quick Advisors
New Jersey
$3.24M +$205 +2 +0%
RVPG
193
Relative Value Partners Group
$3.21M -$328K -3,192 -9%
FFM
194
Forum Financial Management
Illinois
$3.21M -$397K -3,871 -11%
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
$3.19M -$4.52M -44,053 -59%
GSIS
196
Global Strategic Investment Solutions
Arizona
$3.08M -$3.98M -38,746 -56%
GKWIM
197
Gerber Kawasaki Wealth & Investment Management
California
$3.08M +$3.08M +30,000 New
EA
198
Efficient Advisors
Ohio
$3.08M -$53.8K -524 -2%
SWM
199
Spire Wealth Management
Virginia
$3.06M -$1.46M -14,217 -32%
GBT
200
Grove Bank & Trust
Florida
$3.06M