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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

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.

Holders
374
Holders Change
+72
Holders Change %
+23.84%
% of All Funds
7.39%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.36%
New
87
Increased
160
Reduced
69
Closed
11
Calls
$15K
Puts
–
Net Calls
+$15K
Net Calls Change
+$15K

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$29.5M
2
KIM
2
Karpus Investment Management
New York
$35.1M
3
SEI Investments
3
SEI Investments
Pennsylvania
$194M
4
KCM
4
Kathmere Capital Management
Pennsylvania
$12.1M
5
WWM
5
Windsor Wealth Management
Indiana
$11.1M

Top Sellers

1
DF
1
Donoghue Forlines
Massachusetts
$7.81M
2
UBS AM
2
UBS AM
Illinois
$0
3
CCM
3
Coldstream Capital Management
Washington
$1.71M
4
PAG
4
Private Advisor Group
New Jersey
$3.47M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$54.2M
Name Market Value Shares Shares
Change 		Shares
Change %
PSUF
51
People's United Financial
Connecticut
$5.64M 52,786 -4,624 -8%
PPW
52
Parcion Private Wealth
Washington
$5.34M 49,994 +49,994 New
EA
53
Efficient Advisors
Ohio
$5.07M 47,464 +177 +0.4%
AWE
54
Avidian Wealth Enterprises
Texas
$5.01M 46,893 +2,092 +5%
BPWA
55
Beacon Pointe Wealth Advisors
California
$4.98M 46,638 +46,638 New
AIM
56
Allen Investment Management
New York
$4.93M 46,136 +3,562 +8%
RC
57
Roundview Capital
New Jersey
$4.92M 46,035 +231 +0.5%
BFG
58
Bouchey Financial Group
New York
$4.82M 45,172 +5,009 +12%
CCM
59
Condor Capital Management
New Jersey
$4.65M 43,561 +57 +0.1%
IAN
60
Integrated Advisors Network
Texas
$4.62M 43,233 +43,233 New
IC
61
Inscription Capital
Texas
$4.46M 41,739 +1,642 +4%
SIA
62
Soltis Investment Advisors
Utah
$4.41M 41,255 +41,255 New
SPP
63
Single Point Partners
Massachusetts
$4.28M 40,064 +40,064 New
Truist Financial
64
Truist Financial
North Carolina
$4.16M 38,976 +17,390 +81%
FHB
65
First Hawaiian Bank
Hawaii
$4.11M 38,496 -4,360 -10%
RTC
66
Riverview Trust Company
Washington
$3.87M 36,280 -3,444 -9%
DWM
67
Dakota Wealth Management
Florida
$3.83M 35,857 +20,930 +140%
BOPW
68
Brandywine Oak Private Wealth
Pennsylvania
$3.75M 35,141 +7 +0%
FAAS
69
First Allied Advisory Services
California
$3.75M 35,121 +4,587 +15%
MNG
70
Manning & Napier Group
New York
– – – –
MFM
71
Mirsky Financial Management
New York
$3.72M 34,828 +656 +2%
RRC
72
Relaxing Retirement Coach
Massachusetts
$3.59M 33,580 -595 -2%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$3.54M 33,107 +3,366 +11%
HCM
74
Horiko Capital Management
New York
$3.53M 33,100 -1,800 -5%
BFA
75
Beaumont Financial Advisors
Massachusetts
$3.5M 32,810 +4 +0%
1 2
3
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