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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 %
PO
451
Private Ocean
California
$43K
GA
452
GoalVest Advisory
New York
$43K +$43K +396 New
TIM
453
Tortoise Investment Management
New York
$41K -$10.3K -95 -20%
CWC
454
Carolinas Wealth Consulting
North Carolina
$41K +$15.1K +140 +58%
TAM
455
Tucker Asset Management
Colorado
$40.4K +$40.4K +374 New
VCG
456
Vantage Consulting Group
Virginia
$40K +$40K +370 New
SL
457
Savior LLC
Massachusetts
$39K
MCC
458
Money Concepts Capital
Florida
$38K +$38K +350 New
WP
459
Waycross Partners
Kentucky
$36K +$36K +333 New
AF
460
Advisornet Financial
Minnesota
$35K
VNA
461
Valley National Advisers
Pennsylvania
$32K
MHR
462
Matthew Hamilton Rosenberg
$29K -$217K -1,993 -88%
AWA
463
Arkadios Wealth Advisors
Georgia
$28K +$28K +261 New
AWM
464
Avior Wealth Management
Nebraska
$27K
WB
465
Webster Bank
Connecticut
$27K
CPFP
466
Clear Perspectives Financial Planning
Ohio
$27K +$27K +250 New
CMBA
467
C.M. Bidwell & Associates
Hawaii
$20K -$2.7K -25 -12%
ICP
468
Interchange Capital Partners
Pennsylvania
$12K +$12K +113 New
TPCW
469
TD Private Client Wealth
New York
$11.1K +$541 +5 +5%
CFB
470
Cullen/Frost Bankers
Texas
$8K -$55.4K -492 -87%
IFA
471
Interactive Financial Advisors
Illinois
$8K -$20.4K -196 -72%
LWM
472
Liberty Wealth Management
California
$7K
GRP
473
Global Retirement Partners
California
$5K
TF
474
TimeScale Financial
Massachusetts
$5K
KFS
475
Kelly Financial Services
Massachusetts
$4.44K +$4.44K +41 New