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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

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

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
$29.5M
2
KIM
Karpus Investment Management
New York
$35.1M
3
SEI Investments
SEI Investments
Pennsylvania
$194M
4
WWM
Windsor Wealth Management
Indiana
$11.1M
5
ZCA
Zeke Capital Advisors
Pennsylvania
$10.2M

Top Sellers

1
DF
Donoghue Forlines
Massachusetts
$7.81M
2
UBS AM
UBS AM
Illinois
$0
3
CCM
Coldstream Capital Management
Washington
$1.71M
4
MNG
Manning & Napier Group
New York
$3.75M
5
PAG
Private Advisor Group
New Jersey
$3.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
351
Bartlett & Co Wealth Management
Ohio
$49.8K – – –
VCM
352
Vigilant Capital Management
Maine
$49K -$108K -1,000 -69%
CAM
353
Caprin Asset Management
Virginia
$47K -$26.9K -252 -36%
PA
354
Parallel Advisors
California
$46K -$57.5K -541 -56%
ADL
355
Asset Dedication LLC
California
$45K – – –
LGWM
356
Litman Gregory Wealth Management
California
$45K – – –
PO
357
Private Ocean
California
$43K – – –
PCG
358
Private Capital Group
Connecticut
$37K -$412K -3,864 -92%
EK
359
Evensky & Katz
Florida
$37K +$37K +350 New
VNA
360
Valley National Advisers
Pennsylvania
$34K – – –
FMP
361
Financial Management Professionals
Texas
$32K -$10.7K -100 -25%
SIC
362
Samalin Investment Counsel
New York
$29K +$29K +281 New
IFA
363
Interactive Financial Advisors
Illinois
$28K -$106 -1 -0.4%
WB
364
Webster Bank
Connecticut
$27K – – –
AIC
365
Ameritas Investment Company
Nebraska
$27K +$10.3K +95 +61%
SCA
366
Stonebridge Capital Advisors
Minnesota
$23K -$8.14K -75 -26%
EP
367
Eudaimonia Partners
Tennessee
$21K +$21K +196 New
TWP
368
TFO Wealth Partners
Ohio
$20K +$20K +195 New
SFC
369
SYM Financial Corp
Indiana
$17K +$17K +156 New
HWM
370
Howard Wealth Management
Connecticut
$16K +$16K +150 New
FA
371
Faithward Advisors
Pennsylvania
$15K +$15K +138 New
LWM
372
Liberty Wealth Management
California
$7K – – –
Rockefeller Capital Management
373
Rockefeller Capital Management
New York
$6K – – –
GI
374
Gradient Investments
Minnesota
$6K +$6K +59 New
LWA
375
Lenox Wealth Advisors
New York
$6K +$6K +59 New
12 13 14
15
16