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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 %
CFGS
326
Concourse Financial Group Securities
Alabama
$163K +$62.6K +586 +62%
CDIA
327
Capital Directions Investment Advisors
Georgia
$162K
OIA
328
Optimum Investment Advisors
Illinois
$160K
HCC
329
Hirtle Callaghan & Co
Pennsylvania
$134K -$134K
CQS
330
Credential Qtrade Securities
$127K -$1.17K -11 -0.9%
RIA
331
Realta Investment Advisors
Delaware
$122K -$8.44K -79 -6%
KPW
332
Kore Private Wealth
New York
$120K +$120K +1,127 New
MPWT
333
MassMutual Private Wealth & Trust
Connecticut
$105K +$5.36K +50 +5%
AIS
334
Accurate Investment Solutions
Pennsylvania
$101K
Lazard Asset Management
335
Lazard Asset Management
New York
$101K -$101K
S
336
SignatureFD
Georgia
$97K
FHA
337
Flagship Harbor Advisors
Massachusetts
$94K +$640 +6 +0.7%
BCA
338
Bray Capital Advisors
Florida
$92K +$26.6K +250 +41%
AA
339
Argent Advisors
Louisiana
$92K +$92K +867 New
Citigroup
340
Citigroup
New York
$82K +$50.1K +472 +157%
BFEC
341
Benjamin F. Edwards & Company
Missouri
$78K
SWM
342
Sugarloaf Wealth Management
Georgia
$76K +$76K +709 New
TT
343
TI-Trust
Illinois
$75K +$75K +702 New
SIAP
344
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$72K
PFGIA
345
Patriot Financial Group Insurance Agency
Massachusetts
$72K +$14.3K +134 +25%
AWM
346
Avior Wealth Management
Nebraska
$66K +$6.54K +62 +11%
WCG
347
Weaver Consulting Group
California
$53K
AWM
348
AllSquare Wealth Management
New York
$53K +$53K +500 New
FCM
349
Firestone Capital Management
Florida
$51K +$51K +475 New
SSWG
350
Seven Springs Wealth Group
Tennessee
$51K +$51K +475 New