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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.49%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
121
Increased
267
Reduced
315
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
201
Mattern Capital Management
Colorado
$3.7M +$269K +2,553 +8%
AWS
202
Atria Wealth Solutions
New York
$3.69M -$1.62M -15,354 -30%
1WM
203
1900 Wealth Management
Texas
$3.69M -$2.04M -19,358 -36%
LNC
204
Lincoln National Corp
Pennsylvania
$3.68M -$166K -1,571 -4%
NWA
205
New World Advisors
Massachusetts
$3.64M +$452K +4,287 +14%
EWA
206
Exencial Wealth Advisors
Oklahoma
$3.58M +$3.58M +33,937 New
NA
207
NewEdge Advisors
Louisiana
$3.55M -$8.91M -84,855 -71%
JIR
208
James Investment Research
Ohio
$3.52M -$426K -4,043 -11%
PPP
209
Private Portfolio Partners
New Jersey
$3.5M +$78.1K +741 +2%
VA
210
Valmark Advisers
Ohio
$3.48M -$296K -2,807 -8%
NW
211
NewEdge Wealth
Pennsylvania
$3.43M -$84.6K -802 -2%
PP
212
PrairieView Partners
Minnesota
$3.35M +$3.07M +29,121 +1,086%
CTA
213
Chesley Taft & Associates
Illinois
$3.31M +$269K +2,550 +9%
CFP
214
Catalyst Financial Partners
Massachusetts
$3.29M -$4M -37,909 -55%
OC
215
Oppenheimer & Co
New York
$3.29M -$24.7K -234 -0.7%
ECM
216
Exchange Capital Management
Michigan
$3.25M -$25.8K -245 -0.8%
HCM
217
Highview Capital Management
Illinois
$3.24M
CPA
218
Cardiff Park Advisors
California
$3.23M +$232K +2,200 +8%
WCM
219
Wunderlich Capital Managemnt
Tennessee
$3.2M -$100K -953 -3%
EK
220
Evensky & Katz
Florida
$3.18M +$1.59M +15,057 +100%
PPW
221
Presilium Private Wealth
Pennsylvania
$3.1M -$158K -1,497 -5%
SGCA
222
Steel Grove Capital Advisors
Tennessee
$3.09M -$2.26M -21,452 -42%
PP
223
Prosperity Planning
Missouri
$3.07M -$3.12M
KL
224
KWMG LLC
Kansas
$3.05M +$176K +1,673 +6%
PWLP
225
Prio Wealth Limited Partnership
Massachusetts
$3.04M -$277K -2,626 -8%