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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

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

6% more capital invested

Capital invested by funds: $1.87B → $1.98B (+$104M)

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

2% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 128

0.25% less ownership

Funds ownership: 68.59%68.34% (-0.25%)

1% less funds holding

Funds holding: 374370 (-4)

Holders
370
Holders Change
-4
Holders Change %
-1.07%
% of All Funds
8.15%
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
Change in
Stake
ADL
351
Asset Dedication LLC
California
$45K
LGWM
352
Litman Gregory Wealth Management
California
$45K
PO
353
Private Ocean
California
$42K
AWM
354
Avior Wealth Management
Nebraska
$40K -$25.8K -243 -39%
SL
355
Savior LLC
Massachusetts
$38K +$38K +357 New
VNA
356
Valley National Advisers
Pennsylvania
$34K
IFA
357
Interactive Financial Advisors
Illinois
$29K +$851 +8 +3%
WB
358
Webster Bank
Connecticut
$27K
CWC
359
Carolinas Wealth Consulting
North Carolina
$25K +$25.3K +238 New
RP
360
Rice Partnership
Hawaii
$24K +$23.9K +225 New
SCA
361
Stonebridge Capital Advisors
Minnesota
$20K -$2.66K -25 -12%
TWP
362
TFO Wealth Partners
Ohio
$16K -$4.36K -41 -21%
FA
363
Faithward Advisors
Pennsylvania
$15K
TIM
364
Tortoise Investment Management
New York
$11K +$10.6K +100 New
FCH
365
Freestone Capital Holdings
Washington
$7.06K +$1.5M +14,079 +27%
LWM
366
Liberty Wealth Management
California
$7K
Rockefeller Capital Management
367
Rockefeller Capital Management
New York
$6K
GRP
368
Global Retirement Partners
California
$5K
TF
369
TimeScale Financial
Massachusetts
$5K +$5.21K +49 New
LWA
370
Lenox Wealth Advisors
New York
$4K -$1.81K -17 -29%
PA
371
Parallel Advisors
California
$2K -$43.8K -412 -95%
MAM
372
Marquette Asset Management
Minnesota
$1K +$1.06K +10 New
WA
373
WBH Advisory
Maryland
$232 +$233K +2,191 New
PPW
374
Parcion Private Wealth
Washington
-$5.34M -49,994 Closed
TGAM
375
TBH Global Asset Management
Tennessee
-$2.87M -26,919 Closed