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iShares Short-Term National Muni Bond ETF

750 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

Holders
750
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.96%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AW
176
Alaethes Wealth
Nevada
$4.76M +$4.76M +46,245 New
CCA
177
Clearwater Capital Advisors
Illinois
$4.74M +$197K +1,915 +4%
API
178
Advisor Partners II
California
$4.69M +$4.69M +45,611 New
CW
179
Connectus Wealth
Ohio
$4.69M +$4.69M +45,560 New
JWA
180
JFS Wealth Advisors
Pennsylvania
$4.56M -$359K -3,495 -7%
ST
181
Smithfield Trust
Pennsylvania
$4.43M +$1.11M +10,780 +33%
QC
182
Quent Capital
New York
$4.39M +$3.82M +37,147 +676%
MFS
183
McNamara Financial Services
Massachusetts
$4.34M -$24.4K -237 -0.6%
PCA
184
Pallas Capital Advisors
Massachusetts
$4.33M +$4.33M +42,019 New
ANTB
185
AMG National Trust Bank
Colorado
$4.32M -$5.14K -50 -0.1%
HCC
186
Hirtle Callaghan & Co
Pennsylvania
$4.16M +$25.7K +250 +0.6%
CFMC
187
Curbstone Financial Management Corp
New Hampshire
$4.14M -$103K -1,000 -2%
Baird Financial Group
188
Baird Financial Group
Wisconsin
$4.06M +$2.25M +21,887 +124%
SWM
189
Spire Wealth Management
Virginia
$4.02M -$97.3K -946 -2%
PAG
190
Private Advisor Group
New Jersey
$3.91M +$370K +3,600 +10%
KPWS
191
Kestra Private Wealth Services
Texas
$3.86M +$1.09M +10,573 +39%
RC
192
Roundview Capital
New Jersey
$3.85M -$411K -3,996 -10%
JIR
193
James Investment Research
Ohio
$3.85M -$20.6K -200 -0.5%
BLC
194
Brown, Lisle/Cummings
Rhode Island
$3.83M
OWM
195
Orgel Wealth Management
Wisconsin
$3.81M -$610K -5,935 -14%
LNC
196
Lincoln National Corp
Pennsylvania
$3.75M +$998K +9,700 +36%
OWA
197
One Wealth Advisors
California
$3.74M +$441K +4,291 +13%
VA
198
Valmark Advisers
Ohio
$3.69M -$16.6K -161 -0.4%
WP
199
WealthSource Partners
California
$3.66M -$122K -1,183 -3%
RVPG
200
Relative Value Partners Group
$3.6M -$1.25M -12,146 -26%