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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 %
WAM
326
Wealthspire Advisors (Maryland)
Maryland
$231K +$231K +2,144 New
BFA
327
Beacon Financial Advisory
Ohio
$228K +$753 +7 +0.3%
BCM
328
Brookstone Capital Management
Illinois
$218K -$864 -8 -0.4%
LIM
329
Leavell Investment Management
Alabama
$216K
EHC
330
Everett Harris & Co
California
$216K +$216K +2,000 New
MHR
331
Matthew Hamilton Rosenberg
$215K +$215K +1,994 New
ML
332
McAdam LLC
Pennsylvania
$214K +$214K +1,985 New
JCM
333
Jacobi Capital Management
Pennsylvania
$214K +$156K +5,076 +267%
MWA
334
Martel Wealth Advisors
Washington
$212K -$2.91K -27 -1%
MWM
335
Merriman Wealth Management
Washington
$212K +$212K +1,964 New
SFG
336
StrategIQ Financial Group
Indiana
$206K +$1.94K +18 +1%
CPA
337
Capital Planning Advisors
California
$203K
SW
338
SkyOak Wealth
Michigan
$202K +$202K +1,875 New
RA
339
RFG Advisory
Alabama
$200K +$200K +1,857 New
SAM
340
S.A. Mason
Michigan
$194K
CAL
341
Capital Advisors Ltd
Ohio
$191K
Carson Wealth (CWM LLC)
342
Carson Wealth (CWM LLC)
Nebraska
$166K
CDIA
343
Capital Directions Investment Advisors
Georgia
$166K +$2.69K +25 +2%
OIA
344
Optimum Investment Advisors
Illinois
$162K
QCG
345
Quadrant Capital Group
Ohio
$154K -$1.7M -15,822 -92%
CFGS
346
Concourse Financial Group Securities
Alabama
$153K -$114K -1,060 -43%
SWM
347
Sugarloaf Wealth Management
Georgia
$151K
HCC
348
Hirtle Callaghan & Co
Pennsylvania
$135K -$133K
SF
349
Synovus Financial
Georgia
$130K -$305K -2,820 -70%
CQS
350
Credential Qtrade Securities
$128K