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iShares Short-Term National Muni Bond ETF

374 hedge funds and large institutions have $1.87B invested in iShares Short-Term National Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 160 increasing their positions, 69 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

691% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 11

132% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 69

38% more funds holding in top 10

Funds holding in top 10: 1318 (+5)

24% more funds holding

Funds holding: 302374 (+72)

15% more capital invested

Capital invested by funds: $1.62B → $1.87B (+$251M)

2.98% more ownership

Funds ownership: 65.61%68.59% (+3%)

Holders
374
Holders Change
+72
Holders Change %
+23.84%
% of All Funds
7.37%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.35%
New
87
Increased
160
Reduced
69
Closed
11
Calls
$15K
Puts
Net Calls
+$15K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kathmere Capital Management
Pennsylvania
$12.1M +$12M +112,895 New
BC
27
Brinker Capital
Pennsylvania
$11.7M -$943K -8,843 -7%
WWM
28
Windsor Wealth Management
Indiana
$11.1M +$10.4M +97,303 +1,508%
Comerica Bank
29
Comerica Bank
Texas
$10.5M +$3.13M +29,381 +43%
1CP
30
1607 Capital Partners
Virginia
$10.5M -$1.07M -10,000 -9%
Renaissance Technologies
31
Renaissance Technologies
New York
$10.4M +$7.25M +68,012 +233%
ZCA
32
Zeke Capital Advisors
Pennsylvania
$10.2M +$10.1M +95,055 New
BFA
33
Bragg Financial Advisors
North Carolina
$10M +$2.54M +23,846 +34%
UCFA
34
United Capital Financial Advisors
Texas
$9.11M -$31.9K -299 -0.3%
BAC
35
Boys Arnold & Co
North Carolina
$9.08M +$259K +2,425 +3%
RJA
36
Raymond James & Associates
Florida
$9.04M -$1.09M -10,196 -11%
CFMC
37
Curbstone Financial Management Corp
New Hampshire
$8.87M +$144K +1,350 +2%
DC
38
Derby & Company
Massachusetts
$8.36M +$8.35M +78,322 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$7.93M +$159K +1,493 +2%
Stifel Financial
40
Stifel Financial
Missouri
$7.89M +$3.37M +31,611 +75%
JIR
41
James Investment Research
Ohio
$7.83M +$447K +4,195 +6%
DF
42
Donoghue Forlines
Massachusetts
$7.8M -$15.2M -142,206 -66%
OIA
43
OneDigital Investment Advisors
Kansas
$7.06M -$432K -4,053 -6%
MML Investors Services
44
MML Investors Services
Massachusetts
$6.47M +$2.02M +18,972 +46%
Principal Financial Group
45
Principal Financial Group
Iowa
$6.22M +$4.08M +38,302 +192%
CJA
46
C-J Advisory
California
$5.96M +$366K +3,432 +7%
MG
47
Mather Group
Illinois
$5.73M +$381K +3,571 +7%
JPG
48
Jordan Park Group
California
$5.7M +$725K +6,798 +15%
BCI
49
Brinker Capital Investments
Pennsylvania
$5.67M +$376K +3,523 +7%
GIM
50
Greenwich Investment Management
Connecticut
$5.67M +$5.09M +47,750 +888%