SUB icon

iShares Short-Term National Muni Bond ETF
SUB

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
$35.1M
3
SEI Investments
SEI Investments
Pennsylvania
$194M
4
WWM
Windsor Wealth Management
Indiana
$11.1M
5
ZCA
Zeke Capital Advisors
Pennsylvania
$10.2M

Top Sellers

1
DF
Donoghue Forlines
Massachusetts
$7.81M
2
UBS AM
UBS AM
Illinois
$0
3
CCM
Coldstream Capital Management
Washington
$1.71M
4
MNG
Manning & Napier Group
New York
$3.75M
5
PAG
Private Advisor Group
New Jersey
$3.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
276
Almanack Investment Partners
Pennsylvania
$298K – – –
FNT
277
First National Trust
Pennsylvania
$297K – – –
SFP
278
Strategic Financial Planning
Texas
$296K +$296K +2,770 New
SVWAG
279
Sound View Wealth Advisors Group
Georgia
$294K – – –
LL
280
LPWM LLC
Minnesota
$287K +$287K +2,691 New
BSB
281
Bangor Savings Bank
Maine
$279K – – –
EIA
282
Eldridge Investment Advisors
New Hampshire
$278K – – –
Financial Engines Advisors
283
Financial Engines Advisors
California
$277K +$277K +2,593 New
JIP
284
Jaffetilchin Investment Partners
Florida
$277K +$277K +2,596 New
KeyBank National Association
285
KeyBank National Association
Ohio
$276K – – –
CA
286
Continuum Advisory
Idaho
$275K – – –
CFG
287
Cooper Financial Group
California
$270K +$7.06K +66 +3%
TJHA
288
Thomas J. Herzfeld Advisors
Florida
$269K -$140K -1,310 -34%
WKWM
289
Walter & Keenan Wealth Management
Indiana
$267K – – –
CA
290
Cetera Advisors
Colorado
$266K +$42.5K +399 +19%
Fidelity Investments
291
Fidelity Investments
Massachusetts
$264K +$32.1K +300 +14%
AW
292
Alpha Windward
Massachusetts
$261K +$256K +2,400 +5,217%
Deutsche Bank
293
Deutsche Bank
Germany
$261K +$261K +2,453 New
CBA
294
Coastal Bridge Advisors
Connecticut
$256K +$256K +2,394 New
BBA
295
BLB&B Advisors
Pennsylvania
$247K – – –
SFG
296
StrategIQ Financial Group
Indiana
$240K +$19.5K +183 +9%
Thrivent Financial for Lutherans
297
Thrivent Financial for Lutherans
Minnesota
$239K – – –
NAS
298
Nicolet Advisory Services
Wisconsin
$238K – – –
BSA
299
Bull Street Advisors
Georgia
$235K – – –
BFA
300
Beacon Financial Advisory
Ohio
$232K +$232K +2,174 New
10 11
12
13 14