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iShares Short-Term National Muni Bond ETF

472 hedge funds and large institutions have $2.58B invested in iShares Short-Term National Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 201 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+49
Holders Change %
+11.58%
% of All Funds
8.37%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
89
Increased
201
Reduced
105
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
376
Benchmark Wealth Management
Connecticut
$250K
BBA
377
BLB&B Advisors
Pennsylvania
$250K
CFGS
378
Concourse Financial Group Securities
Alabama
$245K +$94.7K +875 +63%
CT
379
Cambridge Trust
Massachusetts
$243K
CFA
380
Cahill Financial Advisors
Minnesota
$241K +$241K +2,226 New
W
381
Wealthquest
Ohio
$237K +$20.7K +192 +10%
OGF
382
Orin Green Financial
California
$233K +$233K +2,153 New
HDIM
383
Hanson & Doremus Investment Management
Vermont
$229K +$50.1K +464 +28%
CFA
384
Carroll Financial Associates
North Carolina
$228K +$9.93K +92 +5%
RSWM
385
Robertson Stephens Wealth Management
California
$227K
PWM
386
Perigon Wealth Management
California
$227K +$227K +2,098 New
CB
387
CNB Bank
Pennsylvania
$224K
BWA
388
BDO Wealth Advisors
Florida
$222K
AA
389
Argent Advisors
Louisiana
$220K +$220K +2,037 New
KOMWMG
390
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$217K +$217K +2,008 New
JAG
391
Journey Advisory Group
Kentucky
$216K +$216K +2,000 New
ML
392
McAdam LLC
Pennsylvania
$214K +$1.08K +10 +0.5%
SF
393
Synovus Financial
Georgia
$213K +$213K +1,969 New
SFA
394
Sequoia Financial Advisors
Ohio
$209K
CPSC
395
Carl P. Sherr & Co
Massachusetts
$209K +$209K +1,929 New
RPCA
396
Running Point Capital Advisors
California
$209K +$209K +1,930 New
KCA
397
Karn Couzens & Associates
Connecticut
$209K +$209K +1,932 New
FI
398
Financial Insights
Washington
$208K
TGAM
399
TBH Global Asset Management
Tennessee
$206K -$20.6K -190 -9%
SFG
400
StrategIQ Financial Group
Indiana
$205K