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iShares Short-Term National Muni Bond ETF

689 hedge funds and large institutions have $6.65B invested in iShares Short-Term National Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 240 increasing their positions, 233 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+68
Holders Change %
+10.95%
% of All Funds
11.65%
Holding in Top 10
42
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+90.91%
% of All Funds
0.71%
New
138
Increased
240
Reduced
233
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GBT
201
Grove Bank & Trust
Florida
$3.12M -$1.55M -14,834 -33%
WANY
202
Wealthspire Advisors (New York)
New York
$3.1M +$1.53M +14,635 +98%
AWS
203
AJ Wealth Strategies
New York
$3.09M +$3.09M +29,490 New
GA
204
Greenspring Advisors
Maryland
$3.07M +$1.56M +14,914 +103%
CCWA
205
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.02M -$35.6K -340 -1%
MG
206
Mather Group
Illinois
$2.98M -$7.58M -72,414 -72%
WCM
207
Wunderlich Capital Managemnt
Tennessee
$2.97M -$1.26K -12 -0%
PG
208
Proffitt & Goodson
Tennessee
$2.9M -$610K -5,829 -17%
KCM
209
Karp Capital Management
California
$2.89M +$2.89M +27,602 New
RJT
210
Raymond James Trust
Florida
$2.86M -$960K -9,169 -25%
NGA
211
Naples Global Advisors
Florida
$2.84M -$128K -1,220 -4%
OWA
212
One Wealth Advisors
California
$2.83M +$116K +1,104 +4%
FAM
213
Forte Asset Management
New York
$2.78M +$2.78M +26,592 New
LA
214
LVW Advisors
New York
$2.75M -$166K -1,588 -6%
FTS
215
Fifth Third Securities
Ohio
$2.65M +$2.65M +25,320 New
KIM
216
Karpus Investment Management
New York
$2.65M -$1.01M -9,625 -28%
OFG
217
Omega Financial Group
California
$2.64M -$10.9K -104 -0.4%
JWS
218
Juncture Wealth Strategies
Arizona
$2.62M +$806K +7,695 +44%
NWM
219
NEIRG Wealth Management
Massachusetts
$2.62M +$2.19M +20,938 +511%
BCM
220
Brookstone Capital Management
Illinois
$2.59M +$1.53M +14,575 +143%
SIM
221
Studio Investment Management
Illinois
$2.59M +$41.9K +400 +2%
NWM
222
Northwest Wealth Management
Iowa
$2.58M +$359K +3,431 +16%
GGS
223
Galvin Gaustad & Stein
Arizona
$2.57M +$905K +8,647 +54%
DC
224
Davenport & Co
Virginia
$2.54M -$184K -1,760 -7%
WA
225
WBH Advisory
Maryland
$2.53M +$158K +1,509 +7%