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iShares Short-Term National Muni Bond ETF

711 hedge funds and large institutions have $6.9B invested in iShares Short-Term National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 296 increasing their positions, 227 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
+22
Holders Change %
+3.19%
% of All Funds
12.29%
Holding in Top 10
49
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.67%
% of All Funds
0.85%
New
90
Increased
296
Reduced
227
Closed
56
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
201
Wunderlich Capital Managemnt
Tennessee
$3.05M +$140K +1,366 +5%
AWS
202
AJ Wealth Strategies
New York
$3.03M
CPP
203
Capasso Planning Partners
South Carolina
$2.99M +$535K +5,212 +22%
LPT
204
Legacy Private Trust
Wisconsin
$2.98M +$1.23M +12,000 +70%
GGS
205
Galvin Gaustad & Stein
Arizona
$2.96M +$440K +4,288 +17%
APA
206
American Portfolios Advisors
New York
$2.95M -$4.41M -42,988 -60%
GA
207
Greenspring Advisors
Maryland
$2.93M -$85K -828 -3%
BCM
208
Brookstone Capital Management
Illinois
$2.87M +$320K +3,104 +13%
KCM
209
Karp Capital Management
California
$2.84M +$10.2K +99 +0.4%
PG
210
Proffitt & Goodson
Tennessee
$2.84M
CFO
211
Collective Family Office
Pennsylvania
$2.8M -$1.27M -12,374 -31%
LA
212
LVW Advisors
New York
$2.8M +$104K +1,012 +4%
FHB
213
First Hawaiian Bank
Hawaii
$2.79M -$541K -5,274 -16%
RJT
214
Raymond James Trust
Florida
$2.79M -$15.9K -155 -0.6%
MG
215
Mather Group
Illinois
$2.69M -$231K -2,246 -8%
CFG
216
Citizens Financial Group
Rhode Island
$2.69M +$2.69M +26,196 New
NW
217
NewEdge Wealth
Pennsylvania
$2.67M +$2.67M +26,037 New
WFAG
218
Wescott Financial Advisory Group
Pennsylvania
$2.64M +$246K +2,395 +10%
PIFP
219
Partners in Financial Planning
Virginia
$2.64M +$1.55M +14,955 +143%
TC
220
TAGStone Capital
North Carolina
$2.64M +$1.35M +13,161 +105%
HCC
221
Hirtle Callaghan & Co
Pennsylvania
$2.63M +$2.63M +25,625 New
FPCP
222
Fort Point Capital Partners
California
$2.63M +$2.63M +25,567 New
JWS
223
Juncture Wealth Strategies
Arizona
$2.61M +$40.6K +395 +2%
SW
224
SteelPeak Wealth
California
$2.58M -$801K -7,805 -24%
LFG
225
Lockerman Financial Group
California
$2.56M +$1.17M +11,422 +84%