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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 %
CPA
401
Capital Planning Advisors
California
$204K
QCG
402
Quadrant Capital Group
Ohio
$204K +$41K +379 +25%
SW
403
SkyOak Wealth
Michigan
$203K
BCM
404
Brookstone Capital Management
Illinois
$201K
VWM
405
Venturi Wealth Management
Texas
$201K +$201K +1,859 New
HBCM
406
Heron Bay Capital Management
Michigan
$201K +$201K +1,861 New
SAM
407
S.A. Mason
Michigan
$195K
CAL
408
Capital Advisors Ltd
Ohio
$192K
FPS
409
Fieldpoint Private Securities
Connecticut
$184K +$184K +1,700 New
PB
410
Pinnacle Bancorp
Nebraska
$182K +$147K +1,359 +425%
CAL
411
Capital Analysts LLC
Pennsylvania
$175K +$11.5K +106 +7%
CDIA
412
Capital Directions Investment Advisors
Georgia
$167K
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$166K
OIA
414
Optimum Investment Advisors
Illinois
$162K
SIC
415
Salem Investment Counselors
North Carolina
$162K +$81K +750 +100%
SWM
416
Sugarloaf Wealth Management
Georgia
$161K +$84.2K +777 +110%
GWMIA
417
Global Wealth Management Investment Advisory
Florida
$159K
MPWT
418
MassMutual Private Wealth & Trust
Connecticut
$158K +$25.4K +235 +19%
IAIM
419
International Assets Investment Management
Florida
$152K +$152K +1,410 New
APW
420
Acima Private Wealth
Virginia
$151K -$50K -463 -25%
DAC
421
Dividend Assets Capital
South Carolina
$146K
PFGIA
422
Patriot Financial Group Insurance Agency
Massachusetts
$141K +$4.75K +44 +3%
CQS
423
Credential Qtrade Securities
$128K -$757 -7 -0.6%
HCC
424
Hirtle Callaghan & Co
Pennsylvania
$125K -$268K
BWL
425
Bogart Wealth LLC
Virginia
$124K