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iShares Short-Term National Muni Bond ETF

400 hedge funds and large institutions have $2.2B invested in iShares Short-Term National Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 142 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 35

22% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 116

11% more capital invested

Capital invested by funds: $1.98B → $2.2B (+$226M)

8% more funds holding

Funds holding: 370400 (+30)

2.09% less ownership

Funds ownership: 68.34%66.24% (-2.1%)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

Holders
400
Holders Change
+30
Holders Change %
+8.11%
% of All Funds
8.2%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.31%
New
66
Increased
142
Reduced
116
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$7.74M -$2.22M -20,700 -22%
Financial Engines Advisors
52
Financial Engines Advisors
California
$7.29M +$4.1M +38,294 +131%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$6.99M +$101K +947 +1%
JPG
54
Jordan Park Group
California
$6.95M -$378K -3,534 -5%
BPA
55
Beacon Pointe Advisors
California
$6.94M -$1.09M -10,187 -14%
UCFA
56
United Capital Financial Advisors
Texas
$6.9M -$424K -3,961 -6%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$6.85M +$3.83M +35,736 +129%
AWE
58
Avidian Wealth Enterprises
Texas
$6.36M +$661K +6,170 +12%
Truist Financial
59
Truist Financial
North Carolina
$5.87M +$2.15M +20,053 +58%
OIA
60
OneDigital Investment Advisors
Kansas
$5.62M -$624K -5,827 -10%
JIR
61
James Investment Research
Ohio
$5.35M -$153K -1,426 -3%
BCI
62
Brinker Capital Investments
Pennsylvania
$5M -$162K -1,511 -3%
CCM
63
Condor Capital Management
New Jersey
$4.78M -$2.68K -25 -0.1%
SPP
64
Single Point Partners
Massachusetts
$4.75M +$335K +3,129 +8%
DF
65
Donoghue Forlines
Massachusetts
$4.67M -$442K -4,132 -9%
NVCHI
66
New Vernon Capital Holdings II
New Jersey
$4.58M +$4.55M +42,488 New
EA
67
Efficient Advisors
Ohio
$4.48M -$218K -2,039 -5%
FAAS
68
First Allied Advisory Services
California
$4.37M -$471K -4,403 -10%
EWA
69
ERTS Wealth Advisors
Michigan
$4.28M +$1.01M +9,453 +31%
LA
70
LVW Advisors
New York
$4.21M +$830K +7,751 +25%
CJA
71
C-J Advisory
California
$4.15M -$410K -3,830 -9%
RRC
72
Relaxing Retirement Coach
Massachusetts
$4.13M +$626K +5,850 +18%
BSW
73
Buckingham Strategic Wealth
Missouri
$4.03M +$2.49M +23,237 +165%
SIA
74
Soltis Investment Advisors
Utah
$4.02M -$376K -3,515 -9%
MFM
75
Mirsky Financial Management
New York
$3.94M +$129K +1,202 +3%