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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 %
MPWT
351
MassMutual Private Wealth & Trust
Connecticut
$127K +$29.6K +275 +30%
AWMS
352
Advocacy Wealth Management Services
Georgia
$127K +$127K +1,180 New
VFA
353
Valeo Financial Advisors
Indiana
$124K
KPW
354
Kore Private Wealth
New York
$121K
Fidelity Investments
355
Fidelity Investments
Massachusetts
$117K -$35.3K -328 -23%
S
356
SignatureFD
Georgia
$116K -$16.2K -150 -12%
PFGIA
357
Patriot Financial Group Insurance Agency
Massachusetts
$111K -$215 -2 -0.2%
AA
358
AlphaMark Advisors
Kentucky
$105K +$5.39K +50 +5%
PIMG
359
Patriot Investment Management Group
Tennessee
$94.9K +$94.9K +880 New
BCA
360
Bray Capital Advisors
Florida
$93K
FHA
361
Flagship Harbor Advisors
Massachusetts
$87K
Citigroup
362
Citigroup
New York
$83K -$16.1K -150 -16%
SIC
363
Salem Investment Counselors
North Carolina
$81K +$81K +750 New
APW
364
Acima Private Wealth
Virginia
$80K
HDIM
365
Hanson & Doremus Investment Management
Vermont
$79K
CFD
366
Creative Financial Designs
Indiana
$79K +$79K +732 New
CAL
367
Capital Analysts LLC
Pennsylvania
$78K -$304K -2,825 -80%
SIAP
368
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$73K
Lazard Asset Management
369
Lazard Asset Management
New York
$70K -$100K
TFS
370
TrustCore Financial Services
Tennessee
$69K +$69K +644 New
CFA
371
Carroll Financial Associates
North Carolina
$67K +$67K +628 New
BSAM
372
Blue Square Asset Management
New York
$60K +$60K +558 New
AF
373
Advisornet Financial
Minnesota
$58K -$31.6K -291 -35%
AWM
374
AllSquare Wealth Management
New York
$54K
WCG
375
Weaver Consulting Group
California
$54K