SUB icon

iShares Short-Term National Muni Bond ETF

520 hedge funds and large institutions have $4.04B invested in iShares Short-Term National Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 265 increasing their positions, 121 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+15
Holders Change %
+2.97%
% of All Funds
9.13%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.33%
New
52
Increased
265
Reduced
121
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PG
201
Patten Group
Tennessee
$1.6M +$100K +934 +7%
WCFA
202
Walkner Condon Financial Advisors
Wisconsin
$1.52M +$115K +1,066 +8%
PCMC
203
Private Capital Management (Colorado)
Colorado
$1.52M +$535K +4,976 +54%
WFPG
204
Waller Financial Planning Group
Ohio
$1.51M +$106K +983 +8%
ECM
205
Exchange Capital Management
Michigan
$1.47M +$168K +1,565 +13%
FFA
206
Fragasso Financial Advisors
Pennsylvania
$1.46M -$672K -6,251 -32%
SAG
207
Spotlight Asset Group
Illinois
$1.46M +$2.26K +21 +0.2%
SIC
208
Sigma Investment Counselors
Michigan
$1.45M +$769K +7,151 +112%
SAM
209
SP Asset Management
California
$1.45M +$966 +9 +0.1%
PSUF
210
People's United Financial
Connecticut
$1.43M +$130K +1,205 +10%
EFG
211
Everhart Financial Group
Ohio
$1.4M -$220K -2,042 -14%
BCA
212
Berman Capital Advisors
Georgia
$1.39M
HTC
213
Haverford Trust Company
Pennsylvania
$1.36M +$10.2K +95 +0.8%
JWS
214
Juncture Wealth Strategies
Arizona
$1.3M +$5.17K +48 +0.4%
PWA
215
Physician Wealth Advisors
Utah
$1.29M +$45.5K +423 +4%
CWM
216
Cahaba Wealth Management
Georgia
$1.28M +$1.08K +10 +0.1%
Financial Engines Advisors
217
Financial Engines Advisors
California
$1.28M -$228K -2,123 -15%
SBL
218
Sargent Bickham Lagudis
Colorado
$1.27M
FAFN
219
First Affirmative Financial Network
Colorado
$1.26M +$1.26M +11,685 New
IA
220
IFG Advisory
Georgia
$1.25M -$39.5K -367 -3%
WTC
221
WhitTier Trust Company
Nevada
$1.24M +$18.7K +174 +2%
BFG
222
Beacon Financial Group
Texas
$1.24M -$64.7K -601 -5%
CPW
223
Catalyst Private Wealth
California
$1.23M +$53.8K +500 +5%
MFA
224
Mayflower Financial Advisors
Massachusetts
$1.19M +$71.1K +661 +6%
VA
225
Valmark Advisers
Ohio
$1.19M +$30.1K +280 +3%