SUB icon

iShares Short-Term National Muni Bond ETF

472 hedge funds and large institutions have $2.58B invested in iShares Short-Term National Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 201 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+49
Holders Change %
+11.58%
% of All Funds
8.37%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
89
Increased
201
Reduced
105
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
226
FAS Wealth Partners
Kansas
$896K +$24K +222 +3%
SFS
227
Sowell Financial Services
Arkansas
$892K +$28.5K +264 +3%
IWMA
228
Ironwood Wealth Management (Arizona)
Arizona
$876K +$876K +8,107 New
AHC
229
Adell Harriman & Carpenter
Texas
$854K +$75.7K +700 +10%
CA
230
Calton & Associates
Florida
$839K +$10.1K +93 +1%
SIM
231
Stratos Investment Management
Ohio
$820K +$121K +1,120 +17%
JWS
232
Juncture Wealth Strategies
Arizona
$811K +$130K +1,206 +19%
SL
233
SWMG LLC
Texas
$808K +$808K +7,472 New
HNB
234
Huntington National Bank
Ohio
$804K -$936K
TFA
235
Teamwork Financial Advisors
Texas
$793K +$117K +1,079 +17%
GT
236
Glenview Trust
Kentucky
$777K +$50.1K +463 +7%
FC
237
FCA Corp
Texas
$773K +$4.54K +42 +0.6%
WP
238
WealthShield Partners
North Carolina
$771K +$92.7K +858 +14%
MA
239
Mutual Advisors
Nebraska
$763K -$69.4K -642 -8%
Rockefeller Capital Management
240
Rockefeller Capital Management
New York
$747K +$180K +1,666 +32%
CAG
241
Crestwood Advisors Group
Massachusetts
$746K -$89K -824 -11%
GPA
242
Guidance Point Advisors
Massachusetts
$744K +$366K +3,386 +97%
APA
243
American Portfolios Advisors
New York
$742K +$40.3K +373 +6%
DI
244
Disciplined Investments
Oklahoma
$741K
DADC
245
D.A. Davidson & Co
Montana
$741K +$500K +4,630 +207%
DIA
246
Dean Investment Associates
Ohio
$719K
CWM
247
Cordatus Wealth Management
Pennsylvania
$701K
PFS
248
Prospera Financial Services
Texas
$701K +$701K +6,482 New
AIP
249
Ameritas Investment Partners
Nebraska
$688K +$46.2K +428 +7%
KWM
250
Kingsview Wealth Management
Oregon
$663K +$256K +2,370 +63%