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iShares Short-Term National Muni Bond ETF

760 hedge funds and large institutions have $7.58B invested in iShares Short-Term National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 293 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
11%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.3%
New
68
Increased
293
Reduced
280
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PPW
176
Presilium Private Wealth
Pennsylvania
$3.85M +$303K +2,856 +9%
CFMC
177
Curbstone Financial Management Corp
New Hampshire
$3.85M
IWM
178
Integris Wealth Management
California
$3.84M -$871K -8,201 -18%
CCC
179
Chesapeake Capital Corp
Florida
$3.77M +$823K +7,742 +28%
TI
180
Tidal Investments
Wisconsin
$3.76M +$821K +7,742 +28%
SWM
181
Spire Wealth Management
Virginia
$3.75M -$199K -1,873 -5%
Prudential Financial
182
Prudential Financial
New Jersey
$3.74M -$765K -7,205 -17%
IWMA
183
Ironwood Wealth Management (Arizona)
Arizona
$3.73M -$65K -612 -2%
JPG
184
Jordan Park Group
California
$3.7M -$3.13M -29,510 -46%
JIR
185
James Investment Research
Ohio
$3.65M +$63.3K +596 +2%
BMMM
186
Boston Mountain Money Management
Arkansas
$3.58M +$269K +2,532 +8%
ANTB
187
AMG National Trust Bank
Colorado
$3.58M -$817K -7,691 -19%
Truist Financial
188
Truist Financial
North Carolina
$3.57M -$1.63M -15,318 -31%
UCFA
189
United Capital Financial Advisors
Texas
$3.56M -$762K -7,174 -18%
EWA
190
Exencial Wealth Advisors
Oklahoma
$3.55M +$10.2K +96 +0.3%
JBA
191
Johnson Bixby & Associates
Washington
$3.48M -$767K -7,224 -18%
AWS
192
Atria Wealth Solutions
New York
$3.48M +$211K +1,991 +6%
OIA
193
OneDigital Investment Advisors
Kansas
$3.44M -$457K -4,304 -12%
TPCW
194
TD Private Client Wealth
New York
$3.4M +$261K +2,458 +8%
FWM
195
Fonville Wealth Management
Virginia
$3.37M -$214K -2,013 -6%
SHWM
196
Smith & Howard Wealth Management
Georgia
$3.35M -$604K -5,685 -15%
Kovitz Investment Group Partners
197
Kovitz Investment Group Partners
Illinois
$3.33M +$3.33M +31,417 New
EFN
198
Equita Financial Network
Pennsylvania
$3.31M +$1.09M +10,289 +49%
CGL
199
Clarius Group LLC
Washington
$3.28M -$276K -2,595 -8%
CPA
200
Cardiff Park Advisors
California
$3.26M +$5.31K +50 +0.2%