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iShares Short-Term National Muni Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

691% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 11

132% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 69

38% more funds holding in top 10

Funds holding in top 10: 1318 (+5)

24% more funds holding

Funds holding: 302374 (+72)

15% more capital invested

Capital invested by funds: $1.62B → $1.87B (+$251M)

2.98% more ownership

Funds ownership: 65.61%68.59% (+3%)

Holders
374
Holders Change
+72
Holders Change %
+23.84%
% of All Funds
7.37%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.35%
New
87
Increased
160
Reduced
69
Closed
11
Calls
$15K
Puts
Net Calls
+$15K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
51
People's United Financial
Connecticut
$5.64M -$493K -4,624 -8%
PPW
52
Parcion Private Wealth
Washington
$5.34M +$5.33M +49,994 New
EA
53
Efficient Advisors
Ohio
$5.07M +$18.9K +177 +0.4%
AWE
54
Avidian Wealth Enterprises
Texas
$5.01M +$223K +2,092 +5%
BPWA
55
Beacon Pointe Wealth Advisors
California
$4.98M +$4.97M +46,638 New
AIM
56
Allen Investment Management
New York
$4.93M +$380K +3,562 +8%
RC
57
Roundview Capital
New Jersey
$4.92M +$24.6K +231 +0.5%
BFG
58
Bouchey Financial Group
New York
$4.82M +$534K +5,009 +12%
CCM
59
Condor Capital Management
New Jersey
$4.65M +$6.08K +57 +0.1%
IAN
60
Integrated Advisors Network
Texas
$4.62M +$4.61M +43,233 New
IC
61
Inscription Capital
Texas
$4.46M +$175K +1,642 +4%
SIA
62
Soltis Investment Advisors
Utah
$4.41M +$4.4M +41,255 New
SPP
63
Single Point Partners
Massachusetts
$4.28M +$4.27M +40,064 New
Truist Financial
64
Truist Financial
North Carolina
$4.16M +$1.85M +17,390 +81%
FHB
65
First Hawaiian Bank
Hawaii
$4.11M -$465K -4,360 -10%
RTC
66
Riverview Trust Company
Washington
$3.87M -$367K -3,444 -9%
DWM
67
Dakota Wealth Management
Florida
$3.83M +$2.23M +20,930 +140%
BOPW
68
Brandywine Oak Private Wealth
Pennsylvania
$3.75M +$747 +7 +0%
FAAS
69
First Allied Advisory Services
California
$3.75M +$489K +4,587 +15%
MNG
70
Manning & Napier Group
New York
$3.75M
MFM
71
Mirsky Financial Management
New York
$3.72M +$70K +656 +2%
RRC
72
Relaxing Retirement Coach
Massachusetts
$3.58M -$63.5K -595 -2%
JP Morgan Chase
73
JP Morgan Chase
New York
$3.54M +$359K +3,366 +11%
HCM
74
Horiko Capital Management
New York
$3.53M -$192K -1,800 -5%
BFA
75
Beaumont Financial Advisors
Massachusetts
$3.5M +$427 +4 +0%