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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

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
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$26.1M
2
Morgan Stanley
Morgan Stanley
New York
+$20.7M
3
US Bancorp
US Bancorp
Minnesota
+$18.2M
4
PPW
Parcion Private Wealth
Washington
+$17.5M
5
MMA
Miracle Mile Advisors
California
+$16.8M

Top Sellers

1
Jane Street
Jane Street
New York
-$26.1M
2
Osaic Holdings
Osaic Holdings
Arizona
-$18.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.65M
4
KCM
Kathmere Capital Management
Pennsylvania
-$9.55M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWG
376
Seven Springs Wealth Group
Tennessee
$51K – – –
TIM
377
Tortoise Investment Management
New York
$51K +$40.3K +375 +375%
BCWM
378
Bartlett & Co Wealth Management
Ohio
$50.3K – – –
BC
379
Bartlett & Co
Ohio
$50K – – –
CAM
380
Caprin Asset Management
Virginia
$48K – – –
LGWM
381
Litman Gregory Wealth Management
California
$45K – – –
PO
382
Private Ocean
California
$43K – – –
EK
383
Evensky & Katz
Florida
$41K -$10.8K -100 -21%
ADL
384
Asset Dedication LLC
California
$41K -$3.76K -35 -8%
AWM
385
Avior Wealth Management
Nebraska
$41K – – –
SL
386
Savior LLC
Massachusetts
$39K – – –
AW
387
Alpha Windward
Massachusetts
$38K -$17.1K -160 -31%
VNA
388
Valley National Advisers
Pennsylvania
$35K – – –
PB
389
Pinnacle Bancorp
Nebraska
$35K +$35K +320 New
EP
390
Eudaimonia Partners
Tennessee
$32K -$54.1K -500 -63%
PWP
391
Principle Wealth Partners
Connecticut
$32K +$32K +300 New
RP
392
Rice Partnership
Hawaii
$30K +$5.37K +49 +22%
IFA
393
Interactive Financial Advisors
Illinois
$29K – – –
WB
394
Webster Bank
Connecticut
$27K – – –
CWC
395
Carolinas Wealth Consulting
North Carolina
$26K +$109 +1 +0.4%
SCA
396
Stonebridge Capital Advisors
Minnesota
$20K – – –
FA
397
Faithward Advisors
Pennsylvania
$12K -$2.92K -27 -20%
LWM
398
Liberty Wealth Management
California
$8K – – –
FCH
399
Freestone Capital Holdings
Washington
$6.75K -$417 -3,864 -6%
GRP
400
Global Retirement Partners
California
$6K +$828 +8 +16%
14 15
16
17 18