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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
Holders
400
Holders Change
+30
Holders Change %
+8.11%
% of All Funds
8.22%
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
Shares
Change %
M&T Bank
276
M&T Bank
New York
$364K +$364K +3,376 New
Creative Planning
277
Creative Planning
Kansas
$358K +$358K +3,316 New
BCM
278
Boltwood Capital Management
California
$353K
BWM
279
BCS Wealth Management
Tennessee
$353K
CT
280
Cambridge Trust
Massachusetts
$345K +$345K +3,176 New
GWM
281
Geneos Wealth Management
Colorado
$344K -$495K -4,597 -59%
GI
282
Gradient Investments
Minnesota
$339K +$339K +3,141 New
SSWM
283
Sheets Smith Wealth Management
North Carolina
$336K +$432 +4 +0.1%
FFA
284
First Foundation Advisors
California
$335K -$94.7K -879 -22%
WWM
285
Western Wealth Management
Colorado
$320K -$755 -7 -0.2%
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$315K
BA
287
Ballast Advisors
Minnesota
$310K
TPCW
288
TD Private Client Wealth
New York
$310K +$310K +2,873 New
BRWA
289
B. Riley Wealth Advisors
Florida
$307K +$11.5K +107 +4%
EWM
290
Empirical Wealth Management
Washington
$303K +$25.9K +240 +9%
BWA
291
BDO Wealth Advisors
Florida
$302K
SVWAG
292
Sound View Wealth Advisors Group
Georgia
$297K
Bessemer Group
293
Bessemer Group
New Jersey
$296K
EWM
294
Endurance Wealth Management
Rhode Island
$293K
1WA
295
180 Wealth Advisors
Washington
$292K +$292K +2,701 New
NDSI
296
Newman Dignan & Sheerar Inc
Rhode Island
$290K +$976 +9 +0.3%
BW
297
Bison Wealth
Georgia
$290K +$290K +2,690 New
CASB
298
Cape Ann Savings Bank
Massachusetts
$289K +$289K +2,675 New
KP
299
Keel Point
Alabama
$285K +$65.2K +605 +30%
BWP
300
Bernardo Wealth Planning
Pennsylvania
$282K -$434K -4,029 -61%