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iShares Short-Term National Muni Bond ETF

400 hedge funds and large institutions have $2.2B invested in iShares Short-Term National Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 142 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 35

22% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 116

11% more capital invested

Capital invested by funds: $1.98B → $2.2B (+$226M)

8% more funds holding

Funds holding: 370400 (+30)

2.09% less ownership

Funds ownership: 68.34%66.24% (-2.1%)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

Holders
400
Holders Change
+30
Holders Change %
+8.11%
% of All Funds
8.2%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.31%
New
66
Increased
142
Reduced
116
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
251
Rockefeller Capital Management
New York
$450K +$440K +4,112 +7,090%
HWA
252
Heartwood Wealth Advisors
Virginia
$448K
KA
253
Kovack Advisors
Florida
$445K +$107 +1 +0%
CFGF
254
Compass Financial Group (Florida)
Florida
$437K
GAM
255
Gemmer Asset Management
California
$436K -$4.07K -38 -0.9%
OAM
256
Occidental Asset Management
California
$434K
WAOTB
257
Wealth Advisors of Tampa Bay
Florida
$434K
DWM
258
Destination Wealth Management
California
$433K +$134K +1,248 +45%
CS
259
Comerica Securities
Michigan
$432K +$3K +28 +0.7%
BF
260
BOK Financial
Oklahoma
$431K -$33K -308 -7%
TFF
261
The Family Firm
Maryland
$430K +$1.5K +14 +0.4%
UR
262
USCA RIA
Texas
$429K -$889K -8,300 -68%
NL
263
NWAM LLC
Washington
$428K +$425K +3,968 New
WAP
264
Wealthcare Advisory Partners
Pennsylvania
$421K +$30K +280 +8%
PCWA
265
Pacific Capital Wealth Advisors
California
$413K -$10.9K -102 -3%
LSAG
266
Lake Street Advisors Group
New Hampshire
$407K
EFSCE
267
Enterprise Financial Services Corp (EFSC)
Missouri
$406K
RFC
268
Regions Financial Corp
Alabama
$396K +$393K +3,670 New
PWP
269
Personal Wealth Partners
Minnesota
$394K -$30K -280 -7%
DCM
270
Dimension Capital Management
Florida
$387K -$59.6K -557 -13%
SWP
271
Strategic Wealth Partners
Ohio
$375K +$172K +1,603 +85%
DWM
272
Darwin Wealth Management
Florida
$374K +$1.28K +12 +0.3%
EIA
273
Eldridge Investment Advisors
New Hampshire
$367K
EBT
274
Enterprise Bank & Trust
Massachusetts
$365K
TNBTD
275
Trustmark National Bank Trust Department
Mississippi
$364K +$361K +3,375 New