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iShares Short-Term National Muni Bond ETF

750 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

Holders
750
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.96%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NW
201
NewEdge Wealth
Pennsylvania
$3.43M +$79.7K +775 +2%
CA
202
Cetera Advisors
Colorado
$3.42M -$164K -1,599 -5%
MCM
203
Mattern Capital Management
Colorado
$3.35M +$107K +1,043 +3%
PA
204
Probity Advisors
Texas
$3.34M -$299K -2,906 -8%
PPP
205
Private Portfolio Partners
New Jersey
$3.33M -$2.72M -26,431 -45%
Susquehanna International Group
206
Susquehanna International Group
Pennsylvania
$3.3M +$2.59M +25,166 +366%
TA
207
TruWealth Advisors
Louisiana
$3.26M +$316K +3,073 +11%
IWMA
208
Ironwood Wealth Management (Arizona)
Arizona
$3.25M -$253K -2,460 -7%
OC
209
Oppenheimer & Co
New York
$3.24M -$19.1K -186 -0.6%
PWLP
210
Prio Wealth Limited Partnership
Massachusetts
$3.24M -$274K -2,668 -8%
WCM
211
Wunderlich Capital Managemnt
Tennessee
$3.22M -$24.9K -242 -0.8%
WPC
212
Wedmont Private Capital
Pennsylvania
$3.21M -$312K -3,030 -9%
ECM
213
Exchange Capital Management
Michigan
$3.19M +$26.7K +260 +0.8%
PPW
214
Presilium Private Wealth
Pennsylvania
$3.18M -$86.7K -843 -3%
CPIG
215
Chicago Partners Investment Group
Illinois
$3.18M -$203K -1,972 -6%
HCM
216
Highview Capital Management
Illinois
$3.16M
BHWM
217
Beaird Harris Wealth Management
Texas
$3.16M +$435K +4,231 +16%
PP
218
Prosperity Planning
Missouri
$3.12M -$3.56M
NWA
219
New World Advisors
Massachusetts
$3.11M -$1.81M -17,618 -37%
BMCM
220
Bryn Mawr Capital Management
Pennsylvania
$3.06M -$637K -6,191 -17%
LPT
221
Legacy Private Trust
Wisconsin
$3.04M +$596K +5,790 +24%
KWM
222
Keebeck Wealth Management
Illinois
$3.03M -$1.41M -13,678 -32%
CPP
223
Capasso Planning Partners
South Carolina
$3.02M -$583K -5,669 -16%
AL
224
ADE LLC
Maryland
$3.01M -$148K -1,437 -5%
PGA
225
Portland Global Advisors
Maine
$2.98M +$13.6K +132 +0.5%