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iShares Short-Term National Muni Bond ETF

756 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-28
Holders Change %
-3.57%
% of All Funds
10.96%
Holding in Top 10
29
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-30.95%
% of All Funds
0.42%
New
56
Increased
284
Reduced
302
Closed
71
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JIR
201
James Investment Research
Ohio
$3.54M +$41.9K +400 +1%
HCC
202
Hirtle Callaghan & Co
Pennsylvania
$3.52M -$4.21M -39,892 Closed
LNC
203
Lincoln National Corp
Pennsylvania
$3.47M -$183K -1,750 -5%
SW
204
SteelPeak Wealth
California
$3.39M -$1.55M -14,786 -31%
SIA
205
Soltis Investment Advisors
Utah
$3.31M -$1.85M -17,637 -36%
KAS
206
Kestra Advisory Services
Texas
$3.29M +$774K +7,390 +31%
ECM
207
Exchange Capital Management
Michigan
$3.25M +$24.6K +235 +0.8%
OC
208
Oppenheimer & Co
New York
$3.24M -$30.5K -291 -0.9%
CPA
209
Cardiff Park Advisors
California
$3.21M +$2.51K +24 +0.1%
HCM
210
Highview Capital Management
Illinois
$3.17M -$41.9K -400 -1%
CA
211
Cetera Advisors
Colorado
$3.15M +$693K +6,620 +28%
LFG
212
Larson Financial Group
Missouri
$3.13M +$2.71M +25,862 +636%
AWS
213
Atria Wealth Solutions
New York
$3.13M -$542K -5,175 -15%
PP
214
Prosperity Planning
Missouri
$3.11M -$3.07M
KL
215
KWMG LLC
Kansas
$3.08M +$52.1K +497 +2%
FAT
216
First American Trust
California
$3.07M +$399K +3,806 +15%
PWLP
217
Prio Wealth Limited Partnership
Massachusetts
$3.06M +$37K +353 +1%
EK
218
Evensky & Katz
Florida
$3.01M -$149K -1,424 -5%
CW
219
Connectus Wealth
Ohio
$2.99M -$969K -9,250 -24%
CWM
220
Connecticut Wealth Management
Connecticut
$2.98M
WCM
221
Wunderlich Capital Managemnt
Tennessee
$2.98M -$203K -1,936 -6%
AL
222
ADE LLC
Maryland
$2.94M -$72.2K -689 -2%
Lazard Asset Management
223
Lazard Asset Management
New York
$2.89M -$2.69M
CPIG
224
Chicago Partners Investment Group
Illinois
$2.88M -$141K -1,346 -5%
PWP
225
PrairieView Wealth Partners
Illinois
$2.86M +$57.4K +548 +2%