SUB icon

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
Holders
370
Holders Change
-4
Holders Change %
-1.07%
% of All Funds
8.17%
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
Shares
Change %
CQS
326
Credential Qtrade Securities
$127K
VFA
327
Valeo Financial Advisors
Indiana
$122K +$122K +1,150 New
KPW
328
Kore Private Wealth
New York
$120K
PFGIA
329
Patriot Financial Group Insurance Agency
Massachusetts
$110K +$38.5K +362 +54%
AIS
330
Accurate Investment Solutions
Pennsylvania
$101K
Lazard Asset Management
331
Lazard Asset Management
New York
$100K -$101K
AA
332
AlphaMark Advisors
Kentucky
$98K -$90.6K -855 -48%
Citigroup
333
Citigroup
New York
$98K +$15.9K +150 +19%
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$96K -$7.96K -75 -8%
BCA
335
Bray Capital Advisors
Florida
$92K
AF
336
Advisornet Financial
Minnesota
$88K +$88K +825 New
FHA
337
Flagship Harbor Advisors
Massachusetts
$86K -$7.42K -70 -8%
EP
338
Eudaimonia Partners
Tennessee
$85K +$64.1K +600 +306%
APW
339
Acima Private Wealth
Virginia
$79K +$79K +745 New
HDIM
340
Hanson & Doremus Investment Management
Vermont
$78K +$78K +735 New
SIAP
341
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$72K
AW
342
Alpha Windward
Massachusetts
$55K -$206K -1,930 -79%
WCG
343
Weaver Consulting Group
California
$53K
AWM
344
AllSquare Wealth Management
New York
$53K
EK
345
Evensky & Katz
Florida
$51K +$13.7K +129 +37%
SSWG
346
Seven Springs Wealth Group
Tennessee
$50K
BC
347
Bartlett & Co
Ohio
$50K +$50K +466 New
BCWM
348
Bartlett & Co Wealth Management
Ohio
$49.5K
CAM
349
Caprin Asset Management
Virginia
$47K
AIC
350
Ameritas Investment Company
Nebraska
$46K +$19.4K +183 +73%