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iShares Short-Term National Muni Bond ETF

400 hedge funds and large institutions have $2.2B invested in iShares Short-Term National Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 142 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+30
Holders Change %
+8.11%
% of All Funds
8.22%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.31%
New
66
Increased
142
Reduced
116
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BUB
226
BBVA USA Bancshares
Texas
$564K -$230K -2,130 -29%
AFC
227
AFT Forsyth & Company
Florida
$556K
CL
228
CPWM LLC
Washington
$556K +$2.05K +19 +0.4%
RCAG
229
Rehmann Capital Advisory Group
Michigan
$553K -$27.8K -258 -5%
HSWM
230
Hubbell Strickland Wealth Management
Louisiana
$539K
BPB
231
Badgley, Phelps & Bell
Washington
$539K +$108K +1,000 +25%
SIM
232
Stratos Investment Management
Ohio
$538K +$33.3K +309 +7%
PFG
233
Piershale Financial Group
Illinois
$523K +$523K +4,851 New
BAS
234
Brown Advisory Securities
Maryland
$510K
WCFA
235
Walkner Condon Financial Advisors
Wisconsin
$510K +$184K +1,704 +56%
FTI
236
Fiduciary Trust International
Massachusetts
$509K +$509K +4,716 New
JWS
237
Juncture Wealth Strategies
Arizona
$506K +$94.7K +878 +23%
DIP
238
DT Investment Partners
Pennsylvania
$500K +$500K +4,639 New
CWA
239
Capital Wealth Alliance
Arizona
$499K -$82.1K -762 -14%
KWM
240
Kingsview Wealth Management
Oregon
$495K +$39.9K +370 +9%
TIA
241
Traphagen Investment Advisors
New Jersey
$489K -$39.5K -366 -7%
QCMC
242
Quantum Capital Management (California)
California
$479K
AWS
243
Arkfeld Wealth Strategies
Nebraska
$475K -$718K -6,650 -60%
CWM
244
Cornerstone Wealth Management
Missouri
$470K -$23.1K -214 -5%
EWA
245
EP Wealth Advisors
California
$468K -$478K -4,496 Closed
RWP
246
RWA Wealth Partners
Massachusetts
$465K
RIM
247
Rockbridge Investment Management
New York
$462K +$462K +4,283 New
ACS
248
Archford Capital Strategies
Illinois
$460K +$460K +4,262 New
GP
249
Girard Partners
Pennsylvania
$454K +$42.8K +397 +10%
WP
250
WealthPLAN Partners
Nebraska
$454K +$454K +4,189 New