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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

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.

Holders
370
Holders Change
-4
Holders Change %
-1.07%
% of All Funds
8.17%
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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$219M
2
Jane Street
2
Jane Street
New York
$34.4M
3
Bank of America
3
Bank of America
North Carolina
$241M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$21.4M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$167M
2
OWM
2
Orgel Wealth Management
Wisconsin
$9.8M
3
KIM
3
Karpus Investment Management
New York
$22.8M
4
PPW
4
Parcion Private Wealth
Washington
$0
5
US Bancorp
5
US Bancorp
Minnesota
$63.8M
Name Market Value Shares Shares
Change 		Shares
Change %
IAA
376
Independent Advisor Alliance
North Carolina
– – -25,965 Closed
AI
377
Atria Investments
North Carolina
– – -18,185 Closed
CCM
378
Coldstream Capital Management
Washington
– – -15,984 Closed
FI
379
FormulaFolio Investments
Michigan
– – -9,612 Closed
MWM
380
Merriman Wealth Management
Washington
– – -8,240 Closed
RA
381
Riversedge Advisors
Delaware
– – -7,000 Closed
PPW
382
Pasadena Private Wealth
California
– – -6,409 Closed
RHP
383
Royal Harbor Partners
Texas
– – -5,993 Closed
RTS
384
Round Table Services
New Jersey
– – -3,456 Closed
Wealth Enhancement Advisory Services
385
Wealth Enhancement Advisory Services
Minnesota
– – -3,121 Closed
PAS
386
Park Avenue Securities
New York
– – -3,079 Closed
SPA
387
Sentinel Pension Advisors
Massachusetts
– – -2,956 Closed
LFA
388
Legacy Financial Advisors
Kentucky
– – -2,915 Closed
PIMG
389
Patriot Investment Management Group
Tennessee
– – -2,805 Closed
JWCA
390
J.W. Cole Advisors
Florida
– – -2,803 Closed
AIP
391
Almanack Investment Partners
Pennsylvania
– – -2,791 Closed
LL
392
LPWM LLC
Minnesota
– – -2,691 Closed
JIP
393
Jaffetilchin Investment Partners
Florida
– – -2,596 Closed
CFG
394
Cooper Financial Group
California
– – -2,525 Closed
TJHA
395
Thomas J. Herzfeld Advisors
Florida
– – -2,516 Closed
WKWM
396
Walter & Keenan Wealth Management
Indiana
– – -2,500 Closed
CA
397
Cetera Advisors
Colorado
– – -2,498 Closed
CBA
398
Coastal Bridge Advisors
Connecticut
– – -2,394 Closed
1WA
399
180 Wealth Advisors
Washington
– – -2,154 Closed
9WM
400
9258 Wealth Management
Ohio
– – -2,132 Closed
13 14 15
16
17