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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 %
GC
301
Garde Capital
Washington
$282K
C1AG
302
Client 1st Advisory Group
Florida
$281K +$281K +2,594 New
KeyBank National Association
303
KeyBank National Association
Ohio
$279K
Franklin Resources
304
Franklin Resources
California
$278K +$278K +2,570 New
SFP
305
Strategic Financial Planning
Texas
$274K +$2.48K +23 +0.9%
DADC
306
D.A. Davidson & Co
Montana
$273K
WFWM
307
Wechter Feldman Wealth Management
New Jersey
$272K -$72.4K -672 -21%
BBHC
308
Brown Brothers Harriman & Co
New York
$270K +$270K +2,500 New
BSB
309
Bangor Savings Bank
Maine
$269K -$11.3K -105 -4%
BFM
310
Broadview Financial Management
Wisconsin
$267K +$971 +9 +0.4%
5L
311
55I LLC
Massachusetts
$266K -$271K -2,508 -50%
BSA
312
Bull Street Advisors
Georgia
$264K +$16.2K +150 +7%
MI
313
Moneywise Inc
Virginia
$262K -$756 -7 -0.3%
FNT
314
First National Trust
Pennsylvania
$262K
SWA
315
Stratos Wealth Advisors
Ohio
$260K +$83.8K +776 +48%
AWM
316
Avitas Wealth Management
California
$251K +$251K +2,327 New
BBA
317
BLB&B Advisors
Pennsylvania
$250K
BWM
318
Benchmark Wealth Management
Connecticut
$250K +$250K +2,316 New
HWM
319
Howard Wealth Management
Connecticut
$243K +$243K +2,260 New
WC
320
Whitney & Co
New York
$241K -$540 -5 -0.2%
NAS
321
Nicolet Advisory Services
Wisconsin
$241K
Thrivent Financial for Lutherans
322
Thrivent Financial for Lutherans
Minnesota
$238K -$238K
TGAM
323
TBH Global Asset Management
Tennessee
$238K +$238K +2,203 New
BFEC
324
Benjamin F. Edwards & Company
Missouri
$235K +$98.5K +914 +72%
PS
325
Portfolio Solutions
Michigan
$231K +$231K +2,139 New