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iShares Short-Term National Muni Bond ETF

757 hedge funds and large institutions have $8.75B invested in iShares Short-Term National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 249 increasing their positions, 326 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
-27
Holders Change %
-3.44%
% of All Funds
12.12%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
0.75%
New
66
Increased
249
Reduced
326
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFM
201
Forum Financial Management
Illinois
$3.78M +$507K +4,839 +15%
AIA
202
Alera Investment Advisors
Illinois
$3.75M -$4.09M -39,031 -52%
PWLP
203
Prio Wealth Limited Partnership
Massachusetts
$3.75M +$104K +991 +3%
CPIG
204
Chicago Partners Investment Group
Illinois
$3.74M +$48.5K +465 +1%
FTUS
205
Flow Traders U.S.
New York
$3.7M +$3.7M +35,309 New
OWA
206
One Wealth Advisors
California
$3.69M -$674K -6,437 -15%
OC
207
Oppenheimer & Co
New York
$3.67M -$1.16M -11,067 -24%
CPP
208
Capasso Planning Partners
South Carolina
$3.59M -$82.4K -787 -2%
DI
209
DFPG Investments
Utah
$3.54M +$735K +7,023 +26%
RCAG
210
Rehmann Capital Advisory Group
Michigan
$3.51M +$119K +1,138 +4%
PP
211
Prosperity Planning
Missouri
$3.49M -$3.13M
IWMA
212
Ironwood Wealth Management (Arizona)
Arizona
$3.44M +$194K +1,851 +6%
VA
213
Valmark Advisers
Ohio
$3.38M +$259K +2,478 +8%
ST
214
Smithfield Trust
Pennsylvania
$3.36M -$3.57M -34,140 -52%
FPAS
215
Focus Partners Advisor Solutions
Missouri
$3.35M +$16K +153 +0.5%
WAP
216
Wealthcare Advisory Partners
Pennsylvania
$3.32M -$1.99M -19,055 -38%
WCM
217
Wunderlich Capital Managemnt
Tennessee
$3.29M +$16.7K +160 +0.5%
AL
218
ADE LLC
Maryland
$3.24M +$105 +1 +0%
ECM
219
Exchange Capital Management
Michigan
$3.24M +$17.5K +167 +0.5%
FANJ
220
Financial Architects (New Jersey)
New Jersey
$3.22M -$770K -7,353 -19%
HCM
221
Highview Capital Management
Illinois
$3.22M +$704K +6,721 +28%
MCM
222
Mattern Capital Management
Colorado
$3.14M +$621K +5,933 +25%
PPW
223
Presilium Private Wealth
Pennsylvania
$3.13M -$653K -6,236 -17%
IA
224
IFP Advisors
Florida
$3.07M -$5M -47,727 -62%
OFG
225
Omega Financial Group
California
$3.05M +$678K +6,474 +29%