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iShares Short-Term National Muni Bond ETF

370 hedge funds and large institutions have $1.98B invested in iShares Short-Term National Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 130 increasing their positions, 128 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

6% more capital invested

Capital invested by funds: $1.87B → $1.98B (+$104M)

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

2% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 128

0.25% less ownership

Funds ownership: 68.59%68.34% (-0.25%)

1% less funds holding

Funds holding: 374370 (-4)

Holders
370
Holders Change
-4
Holders Change %
-1.07%
% of All Funds
8.15%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.44%
New
49
Increased
130
Reduced
128
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$11.7M -$508K -4,773 -4%
DC
27
Derby & Company
Massachusetts
$11.6M +$3.28M +30,891 +39%
IA
28
Independence Advisors
Pennsylvania
$11.3M -$2.58M -24,286 -19%
BFA
29
Bragg Financial Advisors
North Carolina
$11.1M +$1.13M +10,648 +11%
BC
30
Brinker Capital
Pennsylvania
$11M -$607K -5,707 -5%
RJA
31
Raymond James & Associates
Florida
$10.8M +$1.76M +16,538 +20%
BlackRock
32
BlackRock
New York
$9.93M +$7.33M +68,977 +283%
Renaissance Technologies
33
Renaissance Technologies
New York
$9.83M -$506K -4,755 -5%
OWM
34
Orgel Wealth Management
Wisconsin
$9.8M -$19.6M -184,145 -67%
GIM
35
Greenwich Investment Management
Connecticut
$9.56M +$3.91M +36,815 +69%
KCM
36
Kathmere Capital Management
Pennsylvania
$9.55M -$2.45M -23,070 -20%
ZCA
37
Zeke Capital Advisors
Pennsylvania
$9.51M -$595K -5,600 -6%
1CP
38
1607 Capital Partners
Virginia
$9.37M -$1.06M -10,014 -10%
CFMC
39
Curbstone Financial Management Corp
New Hampshire
$9.13M +$292K +2,750 +3%
Comerica Bank
40
Comerica Bank
Texas
$8.93M -$1.48M -13,900 -14%
FFA
41
Fragasso Financial Advisors
Pennsylvania
$8.69M +$8.7M +81,786 New
Principal Financial Group
42
Principal Financial Group
Iowa
$8.64M +$2.45M +23,000 +39%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$8.55M +$8.55M +80,441 New
BAC
44
Boys Arnold & Co
North Carolina
$8.24M -$805K -7,575 -9%
MG
45
Mather Group
Illinois
$7.95M +$2.24M +21,080 +39%
BPA
46
Beacon Pointe Advisors
California
$7.93M +$5.69M +53,505 +254%
IAN
47
Integrated Advisors Network
Texas
$7.92M +$3.32M +31,264 +72%
JPG
48
Jordan Park Group
California
$7.23M +$1.55M +14,616 +27%
UCFA
49
United Capital Financial Advisors
Texas
$7.22M -$1.85M -17,367 -20%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$6.79M -$1.11M -10,477 -14%