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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

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

6% more capital invested

Capital invested by funds: $1.87B → $1.98B (+$104M)

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

2% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 128

0.25% less ownership

Funds ownership: 68.59%68.34% (-0.25%)

1% less funds holding

Funds holding: 374370 (-4)

Holders
370
Holders Change
-4
Holders Change %
-1.07%
% of All Funds
8.15%
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
Change in
Stake
BFA
301
Beacon Financial Advisory
Ohio
$224K -$6.49K -61 -3%
KP
302
Keel Point
Alabama
$217K +$217K +2,041 New
BCM
303
Brookstone Capital Management
Illinois
$215K -$190K -1,788 -47%
IWA
304
Independence Wealth Advisors
Virginia
$213K
LIM
305
Leavell Investment Management
Alabama
$213K
MWA
306
Martel Wealth Advisors
Washington
$212K +$851 +8 +0.4%
LHC
307
Little House Capital
Massachusetts
$207K +$207K +1,951 New
FI
308
Financial Insights
Washington
$204K +$204K +1,921 New
JCM
309
Jacobi Capital Management
Pennsylvania
$202K
SF
310
Summit Financial
New Jersey
$202K +$202K +1,897 New
SFG
311
StrategIQ Financial Group
Indiana
$201K -$38.1K -358 -16%
CPA
312
Capital Planning Advisors
California
$200K
SWP
313
Strategic Wealth Partners
Ohio
$200K
SAM
314
S.A. Mason
Michigan
$191K
CAL
315
Capital Advisors Ltd
Ohio
$189K
SWA
316
Stratos Wealth Advisors
Ohio
$174K +$174K +1,632 New
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$166K
CDIA
318
Capital Directions Investment Advisors
Georgia
$161K
OIA
319
Optimum Investment Advisors
Illinois
$159K
SWM
320
Sugarloaf Wealth Management
Georgia
$151K +$75.4K +709 +100%
Fidelity Investments
321
Fidelity Investments
Massachusetts
$150K -$112K -1,055 -43%
BFEC
322
Benjamin F. Edwards & Company
Missouri
$135K +$57.4K +540 +74%
HCC
323
Hirtle Callaghan & Co
Pennsylvania
$133K
OFG
324
Oxford Financial Group
Indiana
$133K +$133K +1,250 New
S
325
SignatureFD
Georgia
$130K +$33.8K +318 +35%