SUB icon

iShares Short-Term National Muni Bond ETF
SUB

Overview Fund Activity

423 hedge funds and large institutions have $2.47B invested in iShares Short-Term National Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 185 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+23
Holders Change %
+5.75%
% of All Funds
8.56%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.28%
New
52
Increased
185
Reduced
107
Closed
24
Calls
–
Puts
$554K
Net Calls
-$554K
Net Calls Change
-$554K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$107M
2
Bank of America
Bank of America
North Carolina
$300M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$77.9M
4
US Bancorp
US Bancorp
Minnesota
$102M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$19.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$206M
2
AssetMark Inc
AssetMark Inc
California
$7.57M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.2M
4
Jane Street
Jane Street
New York
$0
5
WCM
Windham Capital Management
Massachusetts
$36.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
251
EP Wealth Advisors
California
$528K +$528K +4,889 New
GI
252
Gradient Investments
Minnesota
$525K +$185K +1,714 +55%
BAS
253
Brown Advisory Securities
Maryland
$511K – – –
CCA
254
Column Capital Advisors
Indiana
$508K +$508K +4,700 New
QCMC
255
Quantum Capital Management (California)
California
$495K +$15.3K +142 +3%
TIA
256
Traphagen Investment Advisors
New Jersey
$490K – – –
SWA
257
Stratos Wealth Advisors
Ohio
$483K +$223K +2,060 +86%
AAS
258
Avantax Advisory Services
Texas
$475K +$475K +4,388 New
RIM
259
Rockbridge Investment Management
New York
$466K +$3.46K +32 +0.7%
BFEC
260
Benjamin F. Edwards & Company
Missouri
$463K +$227K +2,104 +96%
ECM
261
ETrade Capital Management
Virginia
$459K +$459K +4,245 New
ACS
262
Archford Capital Strategies
Illinois
$453K -$7.67K -71 -2%
WP
263
WealthPLAN Partners
Nebraska
$452K – – –
LW
264
Linscomb Wealth
Texas
$450K +$450K +4,164 New
HWA
265
Heartwood Wealth Advisors
Virginia
$449K – – –
CWM
266
Cornerstone Wealth Management
Missouri
$448K -$22.9K -212 -5%
KA
267
Kovack Advisors
Florida
$446K +$108 +1 +0%
CFGF
268
Compass Financial Group (Florida)
Florida
$438K – – –
OAM
269
Occidental Asset Management
California
$435K – – –
AWS
270
Arkfeld Wealth Strategies
Nebraska
$432K -$43.2K -400 -9%
WAP
271
Wealthcare Advisory Partners
Pennsylvania
$415K -$6.49K -60 -2%
PCWA
272
Pacific Capital Wealth Advisors
California
$414K – – –
TFF
273
The Family Firm
Maryland
$412K -$18.8K -174 -4%
LSAG
274
Lake Street Advisors Group
New Hampshire
$408K – – –
KWM
275
Kingsview Wealth Management
Oregon
$407K -$88.8K -822 -18%
9 10
11
12 13