SUB icon

iShares Short-Term National Muni Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
1WA
301
180 Wealth Advisors
Washington
$231K +$231K +2,154 New
XF
302
XML Financial
Maryland
$231K +$231K +2,166 New
9WM
303
9258 Wealth Management
Ohio
$228K +$228K +2,132 New
GC
304
Grimes & Company
Massachusetts
$227K
CBFP
305
Cedar Brook Financial Partners
Ohio
$220K -$107 -1 -0%
PIM
306
Provident Investment Management
Michigan
$219K -$34.7K -325 -14%
S
307
Surevest
California
$219K +$1.17K +11 +0.5%
ASW
308
Astoria Strategic Wealth
Texas
$215K +$215K +2,009 New
IWA
309
Independence Wealth Advisors
Virginia
$214K -$58K -543 -21%
LIM
310
Leavell Investment Management
Alabama
$214K
SG
311
StoneX Group
New York
$213K +$213K +1,991 New
MWA
312
Martel Wealth Advisors
Washington
$212K
DWM
313
Destination Wealth Management
California
$211K +$211K +1,976 New
JCM
314
Jacobi Capital Management
Pennsylvania
$203K +$203K +1,900 New
CCA
315
Column Capital Advisors
Indiana
$203K +$203K +1,902 New
W
316
Wealthquest
Ohio
$203K +$203K +1,909 New
CPA
317
Capital Planning Advisors
California
$201K +$100K +940 +99%
SWP
318
Strategic Wealth Partners
Ohio
$200K -$114K -1,071 -36%
SW
319
SkyOak Wealth
Michigan
$200K +$200K +1,876 New
SAM
320
S.A. Mason
Michigan
$192K +$192K +1,800 New
AA
321
AlphaMark Advisors
Kentucky
$190K +$39K +365 +26%
CAL
322
Capital Advisors Ltd
Ohio
$189K -$103K -965 -35%
FPS
323
Fieldpoint Private Securities
Connecticut
$182K
AWMS
324
Advocacy Wealth Management Services
Georgia
$179K -$4.26K -40 -2%
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$166K