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iShares Short-Term National Muni Bond ETF

756 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-28
Holders Change %
-3.57%
% of All Funds
10.96%
Holding in Top 10
29
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-30.95%
% of All Funds
0.42%
New
56
Increased
284
Reduced
302
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
176
Studio Investment Management
Illinois
$4.38M -$461K -4,402 -10%
JBA
177
Johnson Bixby & Associates
Washington
$4.36M -$1.17M -11,151 -21%
DW
178
Durante & Waters
New York
$4.26M -$18.2K -174 -0.4%
SWM
179
Spire Wealth Management
Virginia
$4.22M +$70.7K +675 +2%
ACA
180
Aptus Capital Advisors
Alabama
$4.17M +$4.11M +39,286 +7,614%
Baird Financial Group
181
Baird Financial Group
Wisconsin
$4.05M +$241K +2,300 +6%
IWMA
182
Ironwood Wealth Management (Arizona)
Arizona
$4.05M -$13.2K -126 -0.3%
CFMC
183
Curbstone Financial Management Corp
New Hampshire
$4.01M
Prudential Financial
184
Prudential Financial
New Jersey
$3.99M +$182K +1,736 +5%
CAG
185
Crestwood Advisors Group
Massachusetts
$3.92M -$469K -4,479 -11%
VA
186
Valmark Advisers
Ohio
$3.91M +$451K +4,309 +13%
BLC
187
Brown, Lisle/Cummings
Rhode Island
$3.9M
PP
188
PrairieView Partners
Minnesota
$3.9M +$564K +5,388 +17%
PO
189
Private Ocean
California
$3.87M -$159K -1,519 -4%
EWA
190
Exencial Wealth Advisors
Oklahoma
$3.86M +$305K +2,917 +9%
MCM
191
Mattern Capital Management
Colorado
$3.71M +$36.8K +351 +1%
NA
192
NewEdge Advisors
Louisiana
$3.71M +$167K +1,593 +5%
PAG
193
Private Advisor Group
New Jersey
$3.68M -$429K -4,096 -10%
PG
194
Patten Group
Tennessee
$3.67M -$176K -1,682 -5%
CTA
195
Chesley Taft & Associates
Illinois
$3.66M +$368K +3,510 +11%
ANTB
196
AMG National Trust Bank
Colorado
$3.66M -$168K -1,600 -4%
MWM
197
Mittelman Wealth Management
Massachusetts
$3.66M +$3.66M +34,902 New
PGFC
198
Peapack-Gladstone Financial Corp
New Jersey
$3.65M +$857K +8,187 +31%
PPW
199
Presilium Private Wealth
Pennsylvania
$3.63M +$549K +5,242 +18%
FWM
200
Fonville Wealth Management
Virginia
$3.58M +$779K +7,438 +28%