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iShares Short-Term National Muni Bond ETF

423 hedge funds and large institutions have $2.47B invested in iShares Short-Term National Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 185 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 24

73% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 107

12% more capital invested

Capital invested by funds: $2.2B → $2.47B (+$264M)

6% more funds holding

Funds holding: 400423 (+23)

0.54% less ownership

Funds ownership: 66.24%65.7% (-0.54%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $554K

Holders
423
Holders Change
+23
Holders Change %
+5.75%
% of All Funds
8.54%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.28%
New
52
Increased
185
Reduced
107
Closed
24
Calls
Puts
$554K
Net Calls
-$554K
Net Calls Change
-$554K
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
301
First Foundation Advisors
California
$336K
BRWA
302
B. Riley Wealth Advisors
Florida
$335K +$27.1K +251 +9%
WWM
303
Western Wealth Management
Colorado
$321K
GWM
304
Geneos Wealth Management
Colorado
$320K -$25.3K -234 -7%
EWM
305
Empirical Wealth Management
Washington
$318K +$13.8K +128 +5%
DAS
306
Dynamic Advisor Solutions
Arizona
$313K +$313K +2,891 New
BA
307
Ballast Advisors
Minnesota
$311K
Bessemer Group
308
Bessemer Group
New Jersey
$297K
SVWAG
309
Sound View Wealth Advisors Group
Georgia
$297K
EWM
310
Endurance Wealth Management
Rhode Island
$294K
BW
311
Bison Wealth
Georgia
$291K
HWM
312
Howard Wealth Management
Connecticut
$291K +$47.6K +440 +19%
NDSI
313
Newman Dignan & Sheerar Inc
Rhode Island
$290K +$541 +5 +0.2%
JCM
314
Jacobi Capital Management
Pennsylvania
$287K -$467K -4,322 -62%
C1AG
315
Client 1st Advisory Group
Florida
$283K +$2.81K +26 +1%
Cetera Investment Advisers
316
Cetera Investment Advisers
Illinois
$283K +$283K +2,614 New
1WA
317
180 Wealth Advisors
Washington
$281K -$9.95K -92 -3%
KeyBank National Association
318
KeyBank National Association
Ohio
$279K
Franklin Resources
319
Franklin Resources
California
$278K
WFWM
320
Wechter Feldman Wealth Management
New Jersey
$273K
BSB
321
Bangor Savings Bank
Maine
$270K
BBHC
322
Brown Brothers Harriman & Co
New York
$270K
HCC
323
Hirtle Callaghan & Co
Pennsylvania
$268K
RA
324
RFG Advisory
Alabama
$268K +$67K +620 +33%
BSA
325
Bull Street Advisors
Georgia
$265K