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iShares Short-Term National Muni Bond ETF

370 hedge funds and large institutions have $1.98B invested in iShares Short-Term National Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 130 increasing their positions, 128 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

6% more capital invested

Capital invested by funds: $1.87B → $1.98B (+$104M)

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

2% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 128

0.25% less ownership

Funds ownership: 68.59%68.34% (-0.25%)

1% less funds holding

Funds holding: 374370 (-4)

Holders
370
Holders Change
-4
Holders Change %
-1.07%
% of All Funds
8.15%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.44%
New
49
Increased
130
Reduced
128
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
51
OneDigital Investment Advisors
Kansas
$6.17M -$879K -8,270 -13%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$5.94M +$4.14M +38,963 +226%
AWE
53
Avidian Wealth Enterprises
Texas
$5.61M +$624K +5,873 +13%
JIR
54
James Investment Research
Ohio
$5.42M -$2.37M -22,280 -30%
BCI
55
Brinker Capital Investments
Pennsylvania
$5.08M -$564K -5,308 -10%
DF
56
Donoghue Forlines
Massachusetts
$5.04M -$2.73M -25,637 -35%
BFG
57
Bouchey Financial Group
New York
$4.93M +$127K +1,194 +3%
AIM
58
Allen Investment Management
New York
$4.91M +$6.91K +65 +0.1%
FAAS
59
First Allied Advisory Services
California
$4.78M +$1.05M +9,839 +28%
CCM
60
Condor Capital Management
New Jersey
$4.71M +$84.1K +791 +2%
PSUF
61
People's United Financial
Connecticut
$4.66M -$955K -8,979 -17%
EA
62
Efficient Advisors
Ohio
$4.63M -$415K -3,905 -8%
CJA
63
C-J Advisory
California
$4.5M -$1.43M -13,413 -24%
SPP
64
Single Point Partners
Massachusetts
$4.35M +$94.2K +886 +2%
SIA
65
Soltis Investment Advisors
Utah
$4.33M -$53.9K -507 -1%
MML Investors Services
66
MML Investors Services
Massachusetts
$4.11M -$2.34M -21,976 -36%
OPS
67
Orion Portfolio Solutions
Nebraska
$3.86M +$3.87M +36,349 New
FHB
68
First Hawaiian Bank
Hawaii
$3.79M -$305K -2,873 -7%
MFM
69
Mirsky Financial Management
New York
$3.76M +$53.9K +507 +1%
BOPW
70
Brandywine Oak Private Wealth
Pennsylvania
$3.74M +$8.29K +78 +0.2%
Truist Financial
71
Truist Financial
North Carolina
$3.66M -$486K -4,572 -12%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$3.64M +$692K +6,510 +24%
HCM
73
Horiko Capital Management
New York
$3.52M
Citadel Advisors
74
Citadel Advisors
Florida
$3.48M +$1.28M +12,027 +58%
RRC
75
Relaxing Retirement Coach
Massachusetts
$3.46M -$116K -1,090 -3%