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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.49%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
121
Increased
267
Reduced
315
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
176
JFS Wealth Advisors
Pennsylvania
$4.61M -$62.3K -591 -1%
BFG
177
Baron Financial Group
New Jersey
$4.55M -$1.04M -9,905 -19%
LA
178
Lindenwold Advisors
Pennsylvania
$4.49M -$1.63M -15,493 -27%
BFA
179
Bragg Financial Advisors
North Carolina
$4.48M -$628K -5,959 -12%
CAG
180
Crestwood Advisors Group
Massachusetts
$4.42M -$1.13M -10,676 -20%
MFS
181
McNamara Financial Services
Massachusetts
$4.42M -$31.3K -297 -0.7%
Cetera Investment Advisers
182
Cetera Investment Advisers
Illinois
$4.33M -$15.6M -148,164 -78%
CAM
183
Clarity Asset Management
Iowa
$4.31M +$4.31M +40,869 New
DW
184
Durante & Waters
New York
$4.31M +$4.31M +40,839 New
GI
185
GAMMA Investing
California
$4.26M +$4.26M +40,522 New
HCC
186
Hirtle Callaghan & Co
Pennsylvania
$4.21M -$57.2K -543 -1%
SWM
187
Spire Wealth Management
Virginia
$4.15M +$52.6K +502 +1%
PAG
188
Private Advisor Group
New Jersey
$4.14M +$126K +1,196 +3%
IWMA
189
Ironwood Wealth Management (Arizona)
Arizona
$4.09M +$750K +7,115 +22%
PO
190
Private Ocean
California
$4.06M -$826K -7,833 -17%
FPAS
191
Focus Partners Advisor Solutions
Missouri
$4.06M -$1.9M -18,057 -32%
CFMC
192
Curbstone Financial Management Corp
New Hampshire
$4.03M -$211K -2,000 -5%
CW
193
Connectus Wealth
Ohio
$3.98M -$821K -7,786 -17%
BLC
194
Brown, Lisle/Cummings
Rhode Island
$3.93M
PG
195
Patten Group
Tennessee
$3.87M +$985K +9,340 +34%
ANTB
196
AMG National Trust Bank
Colorado
$3.85M -$574K -5,440 -13%
Prudential Financial
197
Prudential Financial
New Jersey
$3.84M -$2.56M -24,319 -40%
Baird Financial Group
198
Baird Financial Group
Wisconsin
$3.83M -$335K -3,179 -8%
NFG
199
Northeast Financial Group
Pennsylvania
$3.81M +$2.14M +20,302 +128%
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
$3.76M -$2.83M -26,865 -43%