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iShares Short-Term National Muni Bond ETF

302 hedge funds and large institutions have $1.62B invested in iShares Short-Term National Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 116 increasing their positions, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+8
Holders Change %
+2.72%
% of All Funds
6.63%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.29%
New
28
Increased
116
Reduced
86
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
251
StrategIQ Financial Group
Indiana
$220K +$220K +2,069 New
CBFP
252
Cedar Brook Financial Partners
Ohio
$219K -$106 -1 -0%
S
253
Surevest
California
$217K +$851 +8 +0.4%
SSWM
254
Sheets Smith Wealth Management
North Carolina
$216K +$216K +2,030 New
LIM
255
Leavell Investment Management
Alabama
$213K
FTUS
256
Flow Traders U.S.
New York
$212K -$2.5M -23,530 -92%
MWA
257
Martel Wealth Advisors
Washington
$212K -$4.69K -44 -2%
SBA
258
Secrest Blakey & Associates
North Carolina
$189K +$59.8K +561 +46%
AWMS
259
Advocacy Wealth Management Services
Georgia
$183K
FPS
260
Fieldpoint Private Securities
Connecticut
$181K -$410K -3,850 -69%
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$166K
CDIA
262
Capital Directions Investment Advisors
Georgia
$162K
OIA
263
Optimum Investment Advisors
Illinois
$160K
VCM
264
Vigilant Capital Management
Maine
$155K
AA
265
AlphaMark Advisors
Kentucky
$151K -$21.3K -200 -12%
PFO
266
Pathstone Family Office
New Jersey
$143K
PWP
267
Personal Wealth Partners
Minnesota
$140K -$1.84M -17,175 -93%
HCC
268
Hirtle Callaghan & Co
Pennsylvania
$134K
RIA
269
Realta Investment Advisors
Delaware
$131K -$12.9K -120 -9%
CQS
270
Credential Qtrade Securities
$128K
WAP
271
Wealthcare Advisory Partners
Pennsylvania
$108K
PA
272
Parallel Advisors
California
$104K -$82.6K -774 -44%
Lazard Asset Management
273
Lazard Asset Management
New York
$101K -$101K
CPA
274
Capital Planning Advisors
California
$101K +$101K +945 New
AIS
275
Accurate Investment Solutions
Pennsylvania
$101K +$101K +950 New