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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 %
LWA
401
Lenox Wealth Advisors
New York
$5K – – –
TF
402
TimeScale Financial
Massachusetts
$5K – – –
PA
403
Parallel Advisors
California
$2K – – –
MAM
404
Marquette Asset Management
Minnesota
$1K – – –
FI
405
Financial Insights
Washington
$207 -$496 -1,355 -71%
KCM
406
Kathmere Capital Management
Pennsylvania
– -$9.55M -89,825 Closed
BAC
407
Boys Arnold & Co
North Carolina
– -$8.24M -77,480 Closed
BFG
408
Bouchey Financial Group
New York
– -$4.93M -46,366 Closed
Citadel Advisors
409
Citadel Advisors
Florida
– -$3.48M -32,758 Closed
PFM
410
Phillips Financial Management
Indiana
– -$3.01M -28,494 Closed
ASW
411
Astoria Strategic Wealth
Texas
– -$2.71M -25,445 Closed
G
412
GenTrust
Florida
– -$2.13M -20,000 Closed
IWMA
413
Ironwood Wealth Management (Arizona)
Arizona
– -$1.55M -14,610 Closed
BWA
414
Beam Wealth Advisors
Louisiana
– -$1.48M -13,930 Closed
SAM
415
SP Asset Management
California
– -$1.42M -13,372 Closed
Lido Advisors
416
Lido Advisors
California
– -$1.11M -10,420 Closed
IWP
417
Icon Wealth Partners
Texas
– -$1.03M -9,722 Closed
TSS
418
Two Sigma Securities
New York
– -$913K -8,591 Closed
BRC
419
BHF RG Capital
Arizona
– -$864K -8,137 Closed
LWS
420
Lucia Wealth Services
California
– -$800K -7,529 Closed
RBCM
421
Raub Brock Capital Management
California
– -$709K -6,669 Closed
STA
422
Summit Trail Advisors
New York
– -$532K -5,000 Closed
PWM
423
Perigon Wealth Management
California
– -$422K -3,964 Closed
VWA
424
V Wealth Advisors
Kansas
– -$323K -3,037 Closed
SW
425
SVB Wealth
Massachusetts
– -$287K -2,698 Closed
14 15 16
17
18