We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

302 hedge funds and large institutions have $1.62B invested in iShares Short-Term National Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 116 increasing their positions, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

35% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 86

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

3% more funds holding

Funds holding: 294302 (+8)

5% more capital invested

Capital invested by funds: $1.55B → $1.62B (+$75.4M)

0.19% less ownership

Funds ownership: 65.8%65.61% (-0.19%)

Holders
302
Holders Change
+8
Holders Change %
+2.72%
% of All Funds
6.62%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.29%
New
28
Increased
116
Reduced
86
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$4.51M -$61.4K -575 -1%
MML Investors Services
52
MML Investors Services
Massachusetts
$4.44M +$388K +3,631 +10%
BFG
53
Bouchey Financial Group
New York
$4.28M +$456K +4,270 +12%
IC
54
Inscription Capital
Texas
$4.27M -$763K -7,149 -15%
PP
55
PrairieView Partners
Minnesota
$4.24M -$180K -1,689 -4%
RTC
56
Riverview Trust Company
Washington
$4.23M
MNG
57
Manning & Napier Group
New York
$3.76M
BOPW
58
Brandywine Oak Private Wealth
Pennsylvania
$3.74M +$65.1K +610 +2%
HCM
59
Horiko Capital Management
New York
$3.72M
BlackRock
60
BlackRock
New York
$3.71M +$198K +1,855 +6%
MFM
61
Mirsky Financial Management
New York
$3.64M -$712K -6,668 -16%
RRC
62
Relaxing Retirement Coach
Massachusetts
$3.64M -$26.1K -244 -0.7%
BFA
63
Beaumont Financial Advisors
Massachusetts
$3.5M -$117K -1,097 -3%
Prudential Financial
64
Prudential Financial
New Jersey
$3.27M +$63.3K +593 +2%
FAAS
65
First Allied Advisory Services
California
$3.25M +$1.84M +17,259 +130%
JP Morgan Chase
66
JP Morgan Chase
New York
$3.17M +$8.97K +84 +0.3%
Renaissance Technologies
67
Renaissance Technologies
New York
$3.12M -$4.12M -38,610 -57%
CM
68
Columbus Macro
Pennsylvania
$3.1M +$2.73M +25,569 +720%
LA
69
LVW Advisors
New York
$3.07M +$3.08M +28,820 New
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$2.87M +$2.63M +24,641 +1,083%
PPP
71
Private Portfolio Partners
New Jersey
$2.76M +$48.1K +450 +2%
PP
72
PDS Planning
Ohio
$2.74M +$76.8K +719 +3%
APP
73
Avantax Planning Partners
Iowa
$2.73M -$19.2K -180 -0.7%
SC
74
Slow Capital
California
$2.71M -$224K -2,098 -8%
WCM
75
Wunderlich Capital Managemnt
Tennessee
$2.64M +$48.2K +451 +2%