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iShares Short-Term National Muni Bond ETF

276 hedge funds and large institutions have $1.38B invested in iShares Short-Term National Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 95 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+47
Holders Change %
+20.52%
% of All Funds
6.16%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
66
Increased
95
Reduced
74
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FMP
251
Financial Management Professionals
Texas
$42K
BC
252
Bartlett & Co
Ohio
$39K +$39K +366 New
BCWM
253
Bartlett & Co Wealth Management
Ohio
$38.6K +$38.6K +366 New
UBS AM
254
UBS AM
Illinois
$37.7K +$31.9K +303 +551%
CIAS
255
Capital Investment Advisory Services
North Carolina
$36K +$36K +342 New
PGWM
256
Parisi Gray Wealth Management
New Jersey
$35K
BFEC
257
Benjamin F. Edwards & Company
Missouri
$35K +$35K +328 New
VNA
258
Valley National Advisers
Pennsylvania
$34K
Citigroup
259
Citigroup
New York
$32K -$316K -2,967 -91%
GRP
260
Global Retirement Partners
California
$32K
MFW
261
Mosaic Family Wealth
Missouri
$30K
ADL
262
Asset Dedication LLC
California
$30K +$30K +287 New
IFA
263
Interactive Financial Advisors
Illinois
$28K -$7.77K -73 -22%
SWM
264
SeaCrest Wealth Management
New York
$27K
WB
265
Webster Bank
Connecticut
$26K
RWA
266
River Wealth Advisors
Pennsylvania
$24K
BCA
267
Bray Capital Advisors
Florida
$23K +$16K +150 +231%
RCG
268
Ruggie Capital Group
Florida
$23K +$23K +215 New
WAM
269
Wealthspire Advisors (Maryland)
Maryland
$17K +$107 +1 +0.6%
LWM
270
Liberty Wealth Management
California
$7K +$7K +70 New
AW
271
Alpha Windward
Massachusetts
$5K -$14.5K -125 -74%
LFG
272
LifePlan Financial Group
Ohio
$1K
W
273
WealthOne
New York
$1K +$1K +14 New
NA
274
NewEdge Advisors
Louisiana
$330 +$330 +3,132 New
NDSI
275
Newman Dignan & Sheerar Inc
Rhode Island
$276 -$400 -3,788 -59%