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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

374 hedge funds and large institutions have $1.87B invested in iShares Short-Term National Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 160 increasing their positions, 69 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+72
Holders Change %
+23.84%
% of All Funds
7.39%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.36%
New
87
Increased
160
Reduced
69
Closed
11
Calls
$15K
Puts
–
Net Calls
+$15K
Net Calls Change
+$15K

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
+$29.5M
2
KIM
Karpus Investment Management
New York
+$13.8M
3
SEI Investments
SEI Investments
Pennsylvania
+$12.9M
4
WWM
Windsor Wealth Management
Indiana
+$10.4M
5
ZCA
Zeke Capital Advisors
Pennsylvania
+$10.2M

Top Sellers

1
DF
Donoghue Forlines
Massachusetts
-$15.2M
2
UBS AM
UBS AM
Illinois
-$8.66M
3
CCM
Coldstream Capital Management
Washington
-$4.99M
4
MNG
Manning & Napier Group
New York
-$3.76M
5
PAG
Private Advisor Group
New Jersey
-$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCFA
251
Walkner Condon Financial Advisors
Wisconsin
$376K +$376K +3,519 New
LSAG
252
Lake Street Advisors Group
New Hampshire
$373K +$60K +562 +19%
EBT
253
Enterprise Bank & Trust
Massachusetts
$372K -$160K -1,500 -30%
RTS
254
Round Table Services
New Jersey
$369K +$369K +3,456 New
CWP
255
Capital Wealth Planning
Florida
$368K -$11.9K -112 -3%
GC
256
Garde Capital
Washington
$360K – – –
CS
257
Comerica Securities
Michigan
$358K -$688K -6,444 -66%
LPT
258
Legacy Private Trust
Wisconsin
$354K -$191K -1,792 -35%
WFWM
259
Wechter Feldman Wealth Management
New Jersey
$351K – – –
BCM
260
Boltwood Capital Management
California
$349K – – –
BWM
261
BCS Wealth Management
Tennessee
$349K +$349K +3,272 New
QCMC
262
Quantum Capital Management (California)
California
$345K +$60.8K +570 +21%
GAM
263
Gould Asset Management
California
$338K -$34.2K -320 -9%
Wealth Enhancement Advisory Services
264
Wealth Enhancement Advisory Services
Minnesota
$333K +$333K +3,121 New
SSWM
265
Sheets Smith Wealth Management
North Carolina
$332K +$115K +1,078 +53%
PAS
266
Park Avenue Securities
New York
$329K +$329K +3,079 New
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$319K +$50.7K +475 +19%
SPA
268
Sentinel Pension Advisors
Massachusetts
$316K +$316K +2,956 New
MMA
269
Miracle Mile Advisors
California
$312K +$312K +2,919 New
LFA
270
Legacy Financial Advisors
Kentucky
$311K – – –
BA
271
Ballast Advisors
Minnesota
$307K +$307K +2,874 New
Lido Advisors
272
Lido Advisors
California
$303K – – –
BWA
273
BDO Wealth Advisors
Florida
$299K -$53.4K -500 -15%
PIMG
274
Patriot Investment Management Group
Tennessee
$299K -$2.13K -20 -0.7%
JWCA
275
J.W. Cole Advisors
Florida
$299K +$299K +2,803 New
9 10
11
12 13