We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

400 hedge funds and large institutions have $2.2B invested in iShares Short-Term National Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 142 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 35

22% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 116

11% more capital invested

Capital invested by funds: $1.98B → $2.2B (+$226M)

8% more funds holding

Funds holding: 370400 (+30)

2.09% less ownership

Funds ownership: 68.34%66.24% (-2.1%)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

Holders
400
Holders Change
+30
Holders Change %
+8.11%
% of All Funds
8.2%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.31%
New
66
Increased
142
Reduced
116
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
26
Comerica Bank
Texas
$14.9M +$5.7M +53,247 +63%
Deutsche Bank
27
Deutsche Bank
Germany
$13.7M +$12.9M +120,227 +1,671%
BFA
28
Bragg Financial Advisors
North Carolina
$13.4M +$2.16M +20,155 +19%
BC
29
Brinker Capital
Pennsylvania
$13.2M +$2.01M +18,800 +18%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$12.9M +$1.06M +9,876 +9%
Goldman Sachs
31
Goldman Sachs
New York
$12.9M -$128K -1,196 -1%
RJA
32
Raymond James & Associates
Florida
$12.5M +$1.58M +14,754 +15%
GLLW
33
Graves Light Lenhart Wealth
Virginia
$12.1M +$22.6K +211 +0.2%
DC
34
Derby & Company
Massachusetts
$12M +$254K +2,375 +2%
WWM
35
Windsor Wealth Management
Indiana
$12M -$147K -1,375 -1%
BlackRock
36
BlackRock
New York
$11.9M +$1.85M +17,294 +19%
IA
37
Independence Advisors
Pennsylvania
$11.3M -$197K -1,843 -2%
ZCA
38
Zeke Capital Advisors
Pennsylvania
$10.8M +$1.15M +10,719 +12%
SC
39
Slow Capital
California
$10.5M +$7.08M +66,074 +211%
GIM
40
Greenwich Investment Management
Connecticut
$10.5M +$778K +7,269 +8%
IAN
41
Integrated Advisors Network
Texas
$10.3M +$2.23M +20,811 +28%
1CP
42
1607 Capital Partners
Virginia
$9.51M
EH
43
Equitable Holdings
New York
$9.29M +$9.23M +86,172 New
CFMC
44
Curbstone Financial Management Corp
New Hampshire
$9.17M -$91K -850 -1%
Jane Street
45
Jane Street
New York
$8.81M -$25.9M -242,238 -75%
Principal Financial Group
46
Principal Financial Group
Iowa
$8.77M
ANTB
47
AMG National Trust Bank
Colorado
$8.27M +$8.21M +76,694 New
MG
48
Mather Group
Illinois
$8.24M +$176K +1,646 +2%
AIM
49
Allen Investment Management
New York
$8.17M +$3.16M +29,548 +64%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$7.83M +$1.76M +16,442 +29%