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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 %
SVWAG
276
Sound View Wealth Advisors Group
Georgia
$292K
EWM
277
Endurance Wealth Management
Rhode Island
$289K -$103K -970 -26%
SW
278
SVB Wealth
Massachusetts
$287K -$478K -4,491 -62%
NDSI
279
Newman Dignan & Sheerar Inc
Rhode Island
$284K +$1.07K +10 +0.4%
GC
280
Garde Capital
Washington
$278K -$80.7K -759 -22%
BSB
281
Bangor Savings Bank
Maine
$276K -$1.7K -16 -0.6%
KeyBank National Association
282
KeyBank National Association
Ohio
$275K
EWM
283
Empirical Wealth Management
Washington
$273K +$273K +2,572 New
DADC
284
D.A. Davidson & Co
Montana
$269K +$269K +2,535 New
SFP
285
Strategic Financial Planning
Texas
$268K -$26.6K -250 -9%
CFGS
286
Concourse Financial Group Securities
Alabama
$264K +$101K +952 +62%
BFM
287
Broadview Financial Management
Wisconsin
$262K -$325K -3,061 -55%
MI
288
Moneywise Inc
Virginia
$259K +$259K +2,432 New
FNT
289
First National Trust
Pennsylvania
$258K -$37.2K -350 -13%
AWM
290
AE Wealth Management
Kansas
$251K -$3.1M -29,149 -93%
CA
291
Continuum Advisory
Idaho
$250K -$21.7K -205 -8%
BBA
292
BLB&B Advisors
Pennsylvania
$246K
BSA
293
Bull Street Advisors
Georgia
$244K +$10.6K +100 +5%
WC
294
Whitney & Co
New York
$238K -$459K -4,310 -66%
Thrivent Financial for Lutherans
295
Thrivent Financial for Lutherans
Minnesota
$238K -$239K
CWP
296
Capital Wealth Planning
Florida
$237K -$129K -1,216 -35%
NAS
297
Nicolet Advisory Services
Wisconsin
$237K
PTC
298
Private Trust Company
Ohio
$233K +$233K +2,194 New
XF
299
XML Financial
Maryland
$230K
GC
300
Grimes & Company
Massachusetts
$226K