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iShares Short-Term National Muni Bond ETF

760 hedge funds and large institutions have $7.58B invested in iShares Short-Term National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 293 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
11%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.3%
New
68
Increased
293
Reduced
280
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CST
201
Charles Schwab Trust
Nevada
$3.24M +$1.4M +13,200 +76%
CAG
202
Crestwood Advisors Group
Massachusetts
$3.14M -$289K -2,724 -8%
KL
203
KWMG LLC
Kansas
$3.08M +$72K +678 +2%
Betterment LLC
204
Betterment LLC
New York
$3.02M +$311K +2,928 +11%
Jane Street
205
Jane Street
New York
$3.01M -$76.1M -716,394 -96%
CWM
206
Connecticut Wealth Management
Connecticut
$3.01M
OFG
207
Omega Financial Group
California
$2.96M +$106K +997 +4%
GAB
208
German American Bancorp
Indiana
$2.94M +$484K +4,562 +20%
Lazard Asset Management
209
Lazard Asset Management
New York
$2.93M -$2.95M
PP
210
Prosperity Planning
Missouri
$2.89M -$3.15M -30,151 Closed
SW
211
SteelPeak Wealth
California
$2.87M -$122K -1,152 -4%
WA
212
Wealth Architects
California
$2.87M -$133K -1,248 -4%
KAS
213
Kestra Advisory Services
Texas
$2.85M -$894K -8,419 -24%
HCM
214
Highview Capital Management
Illinois
$2.83M
GT
215
Glenview Trust
Kentucky
$2.83M +$1.06K +10 +0%
HB
216
HTLF Bank
Colorado
$2.82M +$97.2K +915 +4%
HCC
217
Hirtle Callaghan & Co
Pennsylvania
$2.8M -$3.3M
CPP
218
Capasso Planning Partners
South Carolina
$2.8M +$668K +6,292 +31%
GSWM
219
Greenup Street Wealth Management
Michigan
$2.8M +$366K +3,442 +15%
AL
220
ADE LLC
Maryland
$2.74M -$165K -1,552 -6%
LWM
221
LJI Wealth Management
Indiana
$2.7M +$188K +1,774 +7%
MWC
222
MBM Wealth Consultants
Missouri
$2.64M +$786K +7,400 +42%
PWLP
223
Prio Wealth Limited Partnership
Massachusetts
$2.64M -$192K -1,804 -7%
WCFA
224
Walkner Condon Financial Advisors
Wisconsin
$2.63M +$1.06K +10 +0%
SPIA
225
Steward Partners Investment Advisory
New York
$2.61M -$84.4K -795 -3%