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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
Holders
423
Holders Change
+23
Holders Change %
+5.75%
% of All Funds
8.56%
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
Shares
Change %
Lazard Asset Management
401
Lazard Asset Management
New York
$48K -$70K
CAM
402
Caprin Asset Management
Virginia
$48K
LGWM
403
Litman Gregory Wealth Management
California
$45K
PO
404
Private Ocean
California
$43K
ADL
405
Asset Dedication LLC
California
$41K
SL
406
Savior LLC
Massachusetts
$39K
EK
407
Evensky & Katz
Florida
$37K -$3.53K -33 -9%
AF
408
Advisornet Financial
Minnesota
$35K -$22.5K -209 -39%
PB
409
Pinnacle Bancorp
Nebraska
$35K
VNA
410
Valley National Advisers
Pennsylvania
$32K -$2.13K -20 -6%
EP
411
Eudaimonia Partners
Tennessee
$32K
IFA
412
Interactive Financial Advisors
Illinois
$30K +$110 +1 +0.4%
NFG
413
Next Financial Group
Texas
$28K -$2.63M -24,145 -99%
AWM
414
Avior Wealth Management
Nebraska
$27K -$13.6K -128 -33%
WB
415
Webster Bank
Connecticut
$27K
CWC
416
Carolinas Wealth Consulting
North Carolina
$26K +$108 +1 +0.4%
CMBA
417
C.M. Bidwell & Associates
Hawaii
$23K +$23K +210 New
FA
418
Faithward Advisors
Pennsylvania
$12K
TPCW
419
TD Private Client Wealth
New York
$10.6K -$300K -2,775 -97%
LWM
420
Liberty Wealth Management
California
$8K
AW
421
Alpha Windward
Massachusetts
$5K -$33.7K -310 -87%
GRP
422
Global Retirement Partners
California
$5K -$800 -8 -14%
TF
423
TimeScale Financial
Massachusetts
$5K
LWA
424
Lenox Wealth Advisors
New York
$4K -$1.25K -10 -24%
PA
425
Parallel Advisors
California
$2K +$91 +1 +5%