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iShares Short-Term National Muni Bond ETF

370 hedge funds and large institutions have $1.98B invested in iShares Short-Term National Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 130 increasing their positions, 128 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-4
Holders Change %
-1.07%
% of All Funds
8.17%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.44%
New
49
Increased
130
Reduced
128
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EFSCE
251
Enterprise Financial Services Corp (EFSC)
Missouri
$400K
HTC
252
Haverford Trust Company
Pennsylvania
$388K
CA
253
Calton & Associates
Florida
$387K -$224K -2,109 -37%
WAP
254
Wealthcare Advisory Partners
Pennsylvania
$385K +$6.49K +61 +2%
CAL
255
Capital Analysts LLC
Pennsylvania
$377K
DWM
256
Darwin Wealth Management
Florida
$367K +$367K +3,461 New
GAM
257
Gould Asset Management
California
$365K +$28.7K +270 +9%
EIA
258
Eldridge Investment Advisors
New Hampshire
$361K +$84.8K +800 +31%
EBT
259
Enterprise Bank & Trust
Massachusetts
$360K -$10.6K -100 -3%
LPT
260
Legacy Private Trust
Wisconsin
$352K
BCM
261
Boltwood Capital Management
California
$348K
BWM
262
BCS Wealth Management
Tennessee
$348K
WFWM
263
Wechter Feldman Wealth Management
New Jersey
$340K -$10.2K -96 -3%
SSWM
264
Sheets Smith Wealth Management
North Carolina
$331K +$213 +2 +0.1%
VWA
265
V Wealth Advisors
Kansas
$323K +$323K +3,037 New
WCFA
266
Walkner Condon Financial Advisors
Wisconsin
$322K -$52.6K -494 -14%
WWM
267
Western Wealth Management
Colorado
$317K +$317K +2,974 New
WFPG
268
Waller Financial Planning Group
Ohio
$313K -$1.5M -14,124 -83%
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$311K -$6.49K -61 -2%
MMA
270
Miracle Mile Advisors
California
$310K
BA
271
Ballast Advisors
Minnesota
$306K
BWA
272
BDO Wealth Advisors
Florida
$298K
DWM
273
Destination Wealth Management
California
$294K +$84.1K +792 +40%
Bessemer Group
274
Bessemer Group
New Jersey
$292K -$207K -1,950 -41%
BRWA
275
B. Riley Wealth Advisors
Florida
$292K -$122K -1,144 -29%