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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

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
Holders
423
Holders Change
+23
Holders Change %
+5.75%
% of All Funds
8.56%
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

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$107M
2
Bank of America
Bank of America
North Carolina
$300M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$77.9M
4
US Bancorp
US Bancorp
Minnesota
$102M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$19.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$206M
2
AssetMark Inc
AssetMark Inc
California
$7.57M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.2M
4
Jane Street
Jane Street
New York
$0
5
WCM
Windham Capital Management
Massachusetts
$36.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
351
Wealthquest
Ohio
$216K +$216K +2,005 New
ML
352
McAdam LLC
Pennsylvania
$213K -$1.95K -18 -0.9%
RWA
353
River Wealth Advisors
Pennsylvania
$209K +$209K +1,929 New
CA
354
Cetera Advisors
Colorado
$209K +$209K +1,930 New
SFA
355
Sequoia Financial Advisors
Ohio
$209K +$209K +1,931 New
FI
356
Financial Insights
Washington
$208K +$147K +1,355 +239%
SFG
357
StrategIQ Financial Group
Indiana
$205K -$1.95K -18 -0.9%
CPA
358
Capital Planning Advisors
California
$204K – – –
SW
359
SkyOak Wealth
Michigan
$203K – – –
BCM
360
Brookstone Capital Management
Illinois
$201K -$17.3K -160 -8%
APW
361
Acima Private Wealth
Virginia
$201K +$121K +1,117 +150%
PJSIMP
362
P.J. Schmidt Investment Management (PJS)
Wisconsin
$201K +$201K +1,862 New
SAM
363
S.A. Mason
Michigan
$195K – – –
CAL
364
Capital Advisors Ltd
Ohio
$192K – – –
HDIM
365
Hanson & Doremus Investment Management
Vermont
$179K +$99.6K +923 +126%
CDIA
366
Capital Directions Investment Advisors
Georgia
$167K – – –
Carson Wealth (CWM LLC)
367
Carson Wealth (CWM LLC)
Nebraska
$166K – – –
QCG
368
Quadrant Capital Group
Ohio
$163K +$8.23K +76 +5%
CAL
369
Capital Analysts LLC
Pennsylvania
$163K +$84.6K +783 +108%
OIA
370
Optimum Investment Advisors
Illinois
$162K – – –
SWM
371
Sugarloaf Wealth Management
Georgia
$161K -$161K -709 -50%
GWMIA
372
Global Wealth Management Investment Advisory
Florida
$159K +$159K +1,472 New
KCM
373
Kathmere Capital Management
Pennsylvania
$157K +$157K +1,456 New
IA
374
IFP Advisors
Florida
$150K -$647K -5,977 -81%
CFGS
375
Concourse Financial Group Securities
Alabama
$150K -$3.35K -31 -2%
13 14
15
16 17