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iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.85%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WAP
176
Wealthcare Advisory Partners
Pennsylvania
$4.54M +$1.24M +11,907 +38%
KWM
177
Keebeck Wealth Management
Illinois
$4.49M -$432K -4,149 -9%
OWM
178
Orgel Wealth Management
Wisconsin
$4.47M -$123M -1,184,568 -97%
MFS
179
McNamara Financial Services
Massachusetts
$4.41M +$81.9K +788 +2%
DAS
180
Dynamic Advisor Solutions
Arizona
$4.38M +$90.9K +874 +2%
ANTB
181
AMG National Trust Bank
Colorado
$4.37M -$18.1K -174 -0.4%
RC
182
Roundview Capital
New Jersey
$4.31M -$826K -7,943 -16%
CFMC
183
Curbstone Financial Management Corp
New Hampshire
$4.29M
HCC
184
Hirtle Callaghan & Co
Pennsylvania
$4.18M +$1.89M +18,171 +83%
SWM
185
Spire Wealth Management
Virginia
$4.17M -$32.3K -310 -0.8%
WFAG
186
Wescott Financial Advisory Group
Pennsylvania
$4.11M -$1.88M -18,066 -31%
OHIS
187
Oak Harvest Investment Services
Texas
$4.1M +$3.44M +33,036 +521%
EWM
188
Executive Wealth Management
Michigan
$4.06M -$923K -8,869 -19%
LA
189
LVW Advisors
New York
$4M -$873K -8,388 -18%
JIR
190
James Investment Research
Ohio
$3.92M -$417K -4,012 -10%
BLC
191
Brown, Lisle/Cummings
Rhode Island
$3.87M
WP
192
WealthSource Partners
California
$3.82M -$402K -3,863 -10%
VA
193
Valmark Advisers
Ohio
$3.75M +$385K +3,699 +11%
BMCM
194
Bryn Mawr Capital Management
Pennsylvania
$3.74M -$96.8K -930 -3%
PA
195
Probity Advisors
Texas
$3.68M +$3.68M +35,375 New
CPP
196
Capasso Planning Partners
South Carolina
$3.64M +$75.4K +725 +2%
CA
197
Cetera Advisors
Colorado
$3.62M -$281K -2,703 -7%
AIA
198
Alera Investment Advisors
Illinois
$3.62M -$106K -1,022 -3%
PAG
199
Private Advisor Group
New Jersey
$3.58M -$528K -5,078 -13%
WPC
200
Wedmont Private Capital
Pennsylvania
$3.56M -$423K -4,064 -11%