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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

374 hedge funds and large institutions have $1.87B invested in iShares Short-Term National Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 160 increasing their positions, 69 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+72
Holders Change %
+23.84%
% of All Funds
7.39%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.36%
New
87
Increased
160
Reduced
69
Closed
11
Calls
$15K
Puts
–
Net Calls
+$15K
Net Calls Change
+$15K

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
$29.5M
2
KIM
Karpus Investment Management
New York
$35.1M
3
SEI Investments
SEI Investments
Pennsylvania
$194M
4
WWM
Windsor Wealth Management
Indiana
$11.1M
5
ZCA
Zeke Capital Advisors
Pennsylvania
$10.2M

Top Sellers

1
DF
Donoghue Forlines
Massachusetts
$7.81M
2
UBS AM
UBS AM
Illinois
$0
3
CCM
Coldstream Capital Management
Washington
$1.71M
4
MNG
Manning & Napier Group
New York
$3.75M
5
PAG
Private Advisor Group
New Jersey
$3.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
226
EP Wealth Advisors
California
$480K -$105K -982 -18%
GP
227
Girard Partners
Pennsylvania
$474K +$474K +4,444 New
CWM
228
Cornerstone Wealth Management
Missouri
$465K +$12.6K +118 +3%
DIA
229
Dean Investment Associates
Ohio
$464K +$464K +4,350 New
GAM
230
Gemmer Asset Management
California
$459K +$35.4K +331 +8%
CISOA
231
Capital Investment Services of America
Wisconsin
$454K – – –
DCM
232
Dimension Capital Management
Florida
$443K – – –
BCM
233
BTC Capital Management
Iowa
$438K – – –
CFGF
234
Compass Financial Group (Florida)
Florida
$433K – – –
WAOTB
235
Wealth Advisors of Tampa Bay
Florida
$430K – – –
OAM
236
Occidental Asset Management
California
$430K – – –
FFA
237
First Foundation Advisors
California
$429K +$9.61K +90 +2%
TFF
238
The Family Firm
Maryland
$423K +$2.14K +20 +0.5%
BRWA
239
B. Riley Wealth Advisors
Florida
$415K +$415K +3,882 New
WP
240
WealthShield Partners
North Carolina
$410K +$15.3K +143 +4%
BCM
241
Brookstone Capital Management
Illinois
$407K +$102K +956 +33%
CWS
242
Cypress Wealth Services
California
$403K +$42.6K +399 +12%
EFSCE
243
Enterprise Financial Services Corp (EFSC)
Missouri
$402K – – –
EWM
244
Endurance Wealth Management
Rhode Island
$394K – – –
PWP
245
Personal Wealth Partners
Minnesota
$390K +$250K +2,345 +179%
HTC
246
Haverford Trust Company
Pennsylvania
$389K +$389K +3,646 New
WAP
247
Wealthcare Advisory Partners
Pennsylvania
$380K +$271K +2,540 +250%
CAL
248
Capital Analysts LLC
Pennsylvania
$379K +$90.7K +850 +31%
OFG
249
Omega Financial Group
California
$378K +$22K +206 +6%
AIA
250
Armor Investment Advisors
North Carolina
$377K +$372K +3,483 +7,740%
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10
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