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iShares Short-Term National Muni Bond ETF

423 hedge funds and large institutions have $2.47B invested in iShares Short-Term National Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 185 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 24

73% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 107

12% more capital invested

Capital invested by funds: $2.2B → $2.47B (+$264M)

6% more funds holding

Funds holding: 400423 (+23)

0.54% less ownership

Funds ownership: 66.24%65.7% (-0.54%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $554K

Holders
423
Holders Change
+23
Holders Change %
+5.75%
% of All Funds
8.54%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.28%
New
52
Increased
185
Reduced
107
Closed
24
Calls
Puts
$554K
Net Calls
-$554K
Net Calls Change
-$554K
Name Holding Trade Value Shares
Change
Change in
Stake
ANTB
51
AMG National Trust Bank
Colorado
$8M -$290K -2,680 -3%
RRC
52
Relaxing Retirement Coach
Massachusetts
$7.79M +$3.64M +33,682 +88%
AssetMark Inc
53
AssetMark Inc
California
$7.57M -$21M -194,020 -73%
FCH
54
Freestone Capital Holdings
Washington
$7.49M +$733K +6,776 +11%
Deutsche Bank
55
Deutsche Bank
Germany
$7.27M -$6.5M -60,141 -47%
JPG
56
Jordan Park Group
California
$7.21M +$240K +2,224 +3%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$7.15M +$280K +2,589 +4%
NVCHI
58
New Vernon Capital Holdings II
New Jersey
$6.98M +$2.39M +22,109 +52%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$6.92M -$87.4K -808 -1%
M&T Bank
60
M&T Bank
New York
$6.85M +$6.49M +60,023 +1,778%
BSW
61
Buckingham Strategic Wealth
Missouri
$6.7M +$2.66M +24,635 +66%
MML Investors Services
62
MML Investors Services
Massachusetts
$6.59M +$2.7M +25,006 +70%
VCM
63
Vivaldi Capital Management
Illinois
$6.45M +$6.46M +59,718 New
KAS
64
Kestra Advisory Services
Texas
$5.87M +$5.87M +54,315 New
EWA
65
ERTS Wealth Advisors
Michigan
$5.35M +$1.06M +9,825 +25%
A
66
AdvicePeriod
California
$5.27M +$1.9M +17,567 +56%
JIR
67
James Investment Research
Ohio
$5.19M -$171K -1,585 -3%
Mariner
68
Mariner
Kansas
$5.17M +$2.8M +25,903 +118%
SPP
69
Single Point Partners
Massachusetts
$5.04M +$274K +2,530 +6%
MIA
70
MainStreet Investment Advisors
Illinois
$4.99M +$4.32M +39,917 +642%
BPA
71
Beacon Pointe Advisors
California
$4.97M -$1.99M -18,386 -29%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$4.92M +$1.1M +10,148 +29%
CCM
73
Condor Capital Management
New Jersey
$4.75M -$44.5K -412 -0.9%
Creative Planning
74
Creative Planning
Kansas
$4.63M +$4.27M +39,484 +1,191%
USAA
75
United Services Automobile Association
Texas
$4.47M +$4.47M +41,342 New