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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
BFM
326
Broadview Financial Management
Wisconsin
$262K -$5.41K -50 -2%
FNT
327
First National Trust
Pennsylvania
$262K
MWA
328
Martel Wealth Advisors
Washington
$255K +$42.6K +394 +20%
AWMS
329
Advocacy Wealth Management Services
Georgia
$255K +$128K +1,186 +101%
EBT
330
Enterprise Bank & Trust
Massachusetts
$254K -$112K -1,035 -31%
MI
331
Moneywise Inc
Virginia
$253K -$9.19K -85 -4%
BWM
332
Benchmark Wealth Management
Connecticut
$250K
BBA
333
BLB&B Advisors
Pennsylvania
$250K
IIC
334
Ironwood Investment Counsel
Arizona
$249K +$250K +2,310 New
WA
335
Wealth Architects
California
$248K +$248K +2,292 New
MHR
336
Matthew Hamilton Rosenberg
$244K +$28.6K +265 +13%
CT
337
Cambridge Trust
Massachusetts
$243K -$100K -926 -29%
DADC
338
D.A. Davidson & Co
Montana
$242K -$32.4K -300 -12%
SFP
339
Strategic Financial Planning
Texas
$241K -$34.3K -317 -12%
NAS
340
Nicolet Advisory Services
Wisconsin
$241K
LIM
341
Leavell Investment Management
Alabama
$232K +$15.7K +145 +7%
VPIM
342
Vanguard Personalized Indexing Management
California
$232K +$232K +2,147 New
BFG
343
Baron Financial Group
New Jersey
$228K +$228K +2,105 New
RSWM
344
Robertson Stephens Wealth Management
California
$227K +$227K +2,102 New
TGAM
345
TBH Global Asset Management
Tennessee
$226K -$11.9K -110 -5%
CB
346
CNB Bank
Pennsylvania
$224K +$224K +2,075 New
BWA
347
BDO Wealth Advisors
Florida
$222K -$81.1K -750 -27%
CFA
348
Carroll Financial Associates
North Carolina
$218K +$151K +1,393 +222%
WAM
349
Wealthspire Advisors (Maryland)
Maryland
$216K -$16.2K -150 -7%
EHC
350
Everett Harris & Co
California
$216K