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iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 261 increasing their positions, 321 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
11.85%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.66%
New
57
Increased
261
Reduced
321
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PP
201
Prosperity Planning
Missouri
$3.56M -$3.49M
PWLP
202
Prio Wealth Limited Partnership
Massachusetts
$3.55M -$176K -1,694 -5%
IWMA
203
Ironwood Wealth Management (Arizona)
Arizona
$3.55M +$131K +1,258 +4%
WAS
204
Wealth Advisory Solutions
Indiana
$3.44M -$543K -5,218 -14%
PI
205
PFS Investments
Georgia
$3.42M -$3.3M -31,686 -49%
CPIG
206
Chicago Partners Investment Group
Illinois
$3.41M -$306K -2,954 -8%
RCAG
207
Rehmann Capital Advisory Group
Michigan
$3.4M -$82.9K -797 -2%
NW
208
NewEdge Wealth
Pennsylvania
$3.38M +$684K +6,575 +25%
ST
209
Smithfield Trust
Pennsylvania
$3.35M +$21.5K +207 +0.6%
OWA
210
One Wealth Advisors
California
$3.34M -$329K -3,160 -9%
PPW
211
Presilium Private Wealth
Pennsylvania
$3.3M +$195K +1,874 +6%
AGA
212
Arkos Global Advisors
Texas
$3.3M -$4.92M -47,295 -60%
OC
213
Oppenheimer & Co
New York
$3.3M -$352K -3,388 -10%
WCM
214
Wunderlich Capital Managemnt
Tennessee
$3.28M +$13.9K +134 +0.4%
MCM
215
Mattern Capital Management
Colorado
$3.28M +$162K +1,553 +5%
BFA
216
Bragg Financial Advisors
North Carolina
$3.23M +$248K +2,383 +8%
ECM
217
Exchange Capital Management
Michigan
$3.2M -$12K -115 -0.4%
IA
218
IFP Advisors
Florida
$3.2M +$145K +1,391 +5%
HCM
219
Highview Capital Management
Illinois
$3.2M
AL
220
ADE LLC
Maryland
$3.19M -$30.5K -293 -0.9%
ML
221
McAdam LLC
Pennsylvania
$3.04M +$22.1K +212 +0.7%
PGA
222
Portland Global Advisors
Maine
$3M -$24.5K -235 -0.8%
OP
223
ORG Partners
Indiana
$2.99M +$278K +2,678 +10%
RJT
224
Raymond James Trust
Florida
$2.98M -$1.06M -10,160 -26%
TA
225
TruWealth Advisors
Louisiana
$2.98M -$4.15M -39,902 -58%