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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

197% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 30

91% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 105

12% more funds holding

Funds holding: 423472 (+49)

5% more capital invested

Capital invested by funds: $2.47B → $2.58B (+$114M)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1.78% less ownership

Funds ownership: 65.7%63.92% (-1.8%)

Holders
472
Holders Change
+49
Holders Change %
+11.58%
% of All Funds
8.35%
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
Change in
Stake
QAM
26
QCI Asset Management
New York
$19.3M +$8.54M +79,162 +80%
LPL Financial
27
LPL Financial
California
$19.2M +$804K +7,453 +4%
Comerica Bank
28
Comerica Bank
Texas
$17.9M -$688K -6,371 -4%
JP Morgan Chase
29
JP Morgan Chase
New York
$17.6M -$5.02M -46,514 -22%
MMA
30
Miracle Mile Advisors
California
$16.6M -$327K -3,033 -2%
DC
31
Derby & Company
Massachusetts
$16.1M +$153K +1,422 +1%
Financial Engines Advisors
32
Financial Engines Advisors
California
$15.1M +$3.46M +32,106 +30%
ZCA
33
Zeke Capital Advisors
Pennsylvania
$14.5M +$2.14M +19,785 +17%
A
34
AdvicePeriod
California
$14.1M +$8.78M +81,404 +167%
KIM
35
Karpus Investment Management
New York
$14M -$7.64M -70,840 -35%
AWE
36
Avidian Wealth Enterprises
Texas
$13.9M +$4.83M +44,730 +54%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$13.8M -$96.7K -896 -0.7%
BlackRock
38
BlackRock
New York
$12.8M -$4.46M -41,345 -26%
Mariner
39
Mariner
Kansas
$12M +$6.79M +62,936 +132%
Goldman Sachs
40
Goldman Sachs
New York
$11.9M -$683K -6,331 -5%
BFA
41
Bragg Financial Advisors
North Carolina
$11.9M -$1.08M -10,015 -8%
GLLW
42
Graves Light Lenhart Wealth
Virginia
$11.8M -$208K -1,928 -2%
MWM
43
Modera Wealth Management
New Jersey
$11.4M +$11.4M +105,539 New
MG
44
Mather Group
Illinois
$10.7M +$970K +8,993 +10%
MWP
45
Meridian Wealth Partners
Pennsylvania
$10.5M +$8.67M +80,363 +481%
IAN
46
Integrated Advisors Network
Texas
$10.3M -$71.7K -664 -0.7%
BCI
47
Brinker Capital Investments
Pennsylvania
$10.1M -$9.02M -83,604 -47%
CFMC
48
Curbstone Financial Management Corp
New Hampshire
$9.37M +$156K +1,450 +2%
MPM
49
Meritage Portfolio Management
Kansas
$9.28M +$9.26M +85,805 New
BSW
50
Buckingham Strategic Wealth
Missouri
$8.85M +$2.14M +19,871 +32%