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iShares Short-Term National Muni Bond ETF

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

117% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 24

73% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 107

12% more capital invested

Capital invested by funds: $2.2B → $2.47B (+$264M)

6% more funds holding

Funds holding: 400423 (+23)

0.54% less ownership

Funds ownership: 66.24%65.7% (-0.54%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $554K

Holders
423
Holders Change
+23
Holders Change %
+5.75%
% of All Funds
8.54%
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
Name Holding Trade Value Shares
Change
Change in
Stake
DAC
376
Dividend Assets Capital
South Carolina
$146K +$146K +1,350 New
BCA
377
Bray Capital Advisors
Florida
$142K +$48.6K +450 +52%
PFGIA
378
Patriot Financial Group Insurance Agency
Massachusetts
$136K +$24.8K +229 +22%
MPWT
379
MassMutual Private Wealth & Trust
Connecticut
$132K +$4.76K +44 +4%
CQS
380
Credential Qtrade Securities
$129K
BWL
381
Bogart Wealth LLC
Virginia
$124K +$124K +1,149 New
Fidelity Investments
382
Fidelity Investments
Massachusetts
$120K +$2.81K +26 +2%
AA
383
AlphaMark Advisors
Kentucky
$108K +$2.7K +25 +3%
MAM
384
Meeder Asset Management
Ohio
$106K +$106K +980 New
WT
385
Washington Trust
Rhode Island
$102K +$102K +945 New
TFS
386
TrustCore Financial Services
Tennessee
$90K +$20.3K +188 +29%
FHA
387
Flagship Harbor Advisors
Massachusetts
$87K
GAM
388
Gemmer Asset Management
California
$81K -$356K -3,290 -81%
SIC
389
Salem Investment Counselors
North Carolina
$81K
SC
390
SouthState Corp
Florida
$78K +$78.4K +725 New
SIAP
391
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$77K +$3.46K +32 +5%
CFB
392
Cullen/Frost Bankers
Texas
$61K +$60.9K +563 New
AWM
393
AllSquare Wealth Management
New York
$54K
WCG
394
Weaver Consulting Group
California
$54K
S
395
SignatureFD
Georgia
$52K -$64.5K -597 -55%
SSWG
396
Seven Springs Wealth Group
Tennessee
$51K
TIM
397
Tortoise Investment Management
New York
$51K
BCWM
398
Bartlett & Co Wealth Management
Ohio
$50.4K
BC
399
Bartlett & Co
Ohio
$50K
SFSG
400
Sound Financial Strategies Group
Mississippi
$49K +$48.8K +451 New