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iShares Short-Term National Muni Bond ETF

302 hedge funds and large institutions have $1.62B invested in iShares Short-Term National Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 116 increasing their positions, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+8
Holders Change %
+2.72%
% of All Funds
6.63%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.29%
New
28
Increased
116
Reduced
86
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
226
VERITY Wealth Advisors
United States
$289K +$289K +2,713 New
CAL
227
Capital Analysts LLC
Pennsylvania
$287K -$5.53K -52 -2%
CASB
228
Cape Ann Savings Bank
Massachusetts
$285K
QCMC
229
Quantum Capital Management (California)
California
$284K -$4.05K -38 -1%
NDSI
230
Newman Dignan & Sheerar Inc
Rhode Island
$282K +$1.17K +11 +0.4%
BSB
231
Bangor Savings Bank
Maine
$279K
EIA
232
Eldridge Investment Advisors
New Hampshire
$277K
KeyBank National Association
233
KeyBank National Association
Ohio
$275K -$41K -385 -13%
CA
234
Continuum Advisory
Idaho
$274K
ECM
235
Exchange Capital Management
Michigan
$273K +$273K +2,560 New
IWA
236
Independence Wealth Advisors
Virginia
$271K -$1.27M -11,969 -82%
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$268K
WKWM
238
Walter & Keenan Wealth Management
Indiana
$266K
SIM
239
Stratos Investment Management
Ohio
$266K +$266K +2,493 New
CFG
240
Cooper Financial Group
California
$262K +$11.6K +109 +5%
FPGK
241
Financial Partners Group (Kansas)
Kansas
$257K +$257K +2,408 New
SWP
242
Strategic Wealth Partners
Ohio
$254K +$57.2K +664 +29%
PIM
243
Provident Investment Management
Michigan
$253K -$294K -2,760 -54%
BBA
244
BLB&B Advisors
Pennsylvania
$247K
NAS
245
Nicolet Advisory Services
Wisconsin
$238K
HCIA
246
Hochman Cole Investment Advisors
Illinois
$236K -$222K -2,086 -49%
BSA
247
Bull Street Advisors
Georgia
$234K +$234K +2,200 New
Fidelity Investments
248
Fidelity Investments
Massachusetts
$231K +$45.8K +430 +25%
GC
249
Grimes & Company
Massachusetts
$227K
CA
250
Cetera Advisors
Colorado
$224K +$224K +2,099 New