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iShares Short-Term National Muni Bond ETF

296 hedge funds and large institutions have $1.45B invested in iShares Short-Term National Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+20
Holders Change %
+7.25%
% of All Funds
6.42%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
44
Increased
124
Reduced
82
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
226
Sigma Planning Corp
Michigan
$253K +$2.33K +22 +0.9%
LSAG
227
Lake Street Advisors Group
New Hampshire
$251K +$251K +2,367 New
CFG
228
Cooper Financial Group
California
$248K +$14.9K +141 +6%
CAL
229
Capital Analysts LLC
Pennsylvania
$246K +$26.5K +250 +12%
BBA
230
BLB&B Advisors
Pennsylvania
$245K
Janney Montgomery Scott
231
Janney Montgomery Scott
Pennsylvania
$241K +$31.9K +301 +15%
MWM
232
Mission Wealth Management
California
$240K -$18K -170 -7%
KWA
233
KCS Wealth Advisory
California
$239K +$106 +1 +0%
NAS
234
Nicolet Advisory Services
Wisconsin
$237K +$237K +2,233 New
LIM
235
Leavell Investment Management
Alabama
$231K
CWM
236
Cornerstone Wealth Management
Missouri
$227K -$72.7K -1,596 -24%
GC
237
Grimes & Company
Massachusetts
$226K
CBFP
238
Cedar Brook Financial Partners
Ohio
$218K -$18.3K -173 -8%
S
239
Surevest
California
$215K +$531 +5 +0.2%
JIC
240
Johnson Investment Counsel
Ohio
$212K
Millennium Management
241
Millennium Management
New York
$210K +$210K +1,980 New
TJHA
242
Thomas J. Herzfeld Advisors
Florida
$208K +$208K +1,958 New
CAL
243
Capital Advisors Ltd
Ohio
$188K
PA
244
Parallel Advisors
California
$185K +$106 +1 +0.1%
AWMS
245
Advocacy Wealth Management Services
Georgia
$182K -$15.4K -146 -8%
AA
246
AlphaMark Advisors
Kentucky
$171K +$14.8K +140 +9%
UBS AM
247
UBS AM
Illinois
$167K +$129K +1,215 +339%
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$166K +$55K +511 +50%
OIA
249
Optimum Investment Advisors
Illinois
$159K +$159K +1,500 New
VCM
250
Vigilant Capital Management
Maine
$154K