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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

370 hedge funds and large institutions have $1.98B invested in iShares Short-Term National Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 130 increasing their positions, 128 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-4
Holders Change %
-1.07%
% of All Funds
8.17%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.44%
New
49
Increased
130
Reduced
128
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$219M
2
Jane Street
Jane Street
New York
$34.4M
3
Bank of America
Bank of America
North Carolina
$241M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$21.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$67.2M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
$167M
2
OWM
Orgel Wealth Management
Wisconsin
$9.8M
3
KIM
Karpus Investment Management
New York
$22.8M
4
PPW
Parcion Private Wealth
Washington
$0
5
US Bancorp
US Bancorp
Minnesota
$63.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
226
RWA Wealth Partners
Massachusetts
$459K +$459K +4,315 New
BF
227
BOK Financial
Oklahoma
$458K -$70.7K -664 -13%
CISOA
228
Capital Investment Services of America
Wisconsin
$452K – – –
KWM
229
Kingsview Wealth Management
Oregon
$448K +$448K +4,218 New
HWA
230
Heartwood Wealth Advisors
Virginia
$441K -$38.6K -363 -8%
DCM
231
Dimension Capital Management
Florida
$441K – – –
KA
232
Kovack Advisors
Florida
$438K -$90.2K -849 -17%
GAM
233
Gemmer Asset Management
California
$433K -$23.5K -221 -5%
CFGF
234
Compass Financial Group (Florida)
Florida
$431K – – –
WAOTB
235
Wealth Advisors of Tampa Bay
Florida
$428K – – –
OAM
236
Occidental Asset Management
California
$428K – – –
SF
237
Synovus Financial
Georgia
$428K +$428K +4,022 New
BPB
238
Badgley, Phelps & Bell
Washington
$425K +$425K +4,000 New
FFA
239
First Foundation Advisors
California
$424K -$2.87K -27 -0.7%
TFF
240
The Family Firm
Maryland
$422K +$1.06K +10 +0.3%
CS
241
Comerica Securities
Michigan
$422K +$66.1K +622 +19%
PWM
242
Perigon Wealth Management
California
$422K +$422K +3,964 New
DBT
243
Dubuque Bank & Trust
Iowa
$419K +$419K +3,943 New
PCWA
244
Pacific Capital Wealth Advisors
California
$418K -$1.23M -11,554 -75%
PWP
245
Personal Wealth Partners
Minnesota
$418K +$29.7K +280 +8%
FSG
246
Financial Strategies Group
Michigan
$408K +$408K +3,834 New
JWS
247
Juncture Wealth Strategies
Arizona
$405K -$73.1K -688 -15%
GP
248
Girard Partners
Pennsylvania
$405K -$67.1K -632 -14%
WP
249
WealthShield Partners
North Carolina
$405K -$2.55K -24 -0.6%
LSAG
250
Lake Street Advisors Group
New Hampshire
$401K +$29.7K +279 +8%
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