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iShares Short-Term National Muni Bond ETF

472 hedge funds and large institutions have $2.58B invested in iShares Short-Term National Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 201 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 30

91% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 105

12% more funds holding

Funds holding: 423472 (+49)

5% more capital invested

Capital invested by funds: $2.47B → $2.58B (+$114M)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1.78% less ownership

Funds ownership: 65.7%63.92% (-1.8%)

Holders
472
Holders Change
+49
Holders Change %
+11.58%
% of All Funds
8.35%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
89
Increased
201
Reduced
105
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFS
51
Lutz Financial Services
Nebraska
$8.79M +$4.99M +46,239 +132%
ANTB
52
AMG National Trust Bank
Colorado
$8.5M +$501K +4,645 +6%
Creative Planning
53
Creative Planning
Kansas
$8.43M +$3.79M +35,152 +82%
ACM
54
AUA Capital Management
Pennsylvania
$8.4M +$8.39M +77,724 New
AIM
55
Allen Investment Management
New York
$8.19M
MML Investors Services
56
MML Investors Services
Massachusetts
$8.13M +$1.55M +14,318 +24%
VCM
57
Vivaldi Capital Management
Illinois
$8.11M +$1.65M +15,303 +26%
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.76M -$2.46M -22,813 -24%
AssetMark Inc
59
AssetMark Inc
California
$7.75M +$179K +1,655 +2%
FCH
60
Freestone Capital Holdings
Washington
$7.52M +$24.5K +227 +0.3%
Principal Financial Group
61
Principal Financial Group
Iowa
$7.39M -$1.4M -12,928 -16%
BPA
62
Beacon Pointe Advisors
California
$7.3M +$2.34M +21,651 +47%
NVCHI
63
New Vernon Capital Holdings II
New Jersey
$7.29M +$301K +2,792 +4%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$7.28M +$126K +1,168 +2%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$6.93M +$10.6K +98 +0.2%
WJA
66
Willis Johnson & Associates
Texas
$6.58M +$6.56M +60,835 New
PWLP
67
Prio Wealth Limited Partnership
Massachusetts
$6.43M +$4.62M +42,854 +257%
AHC
68
Anderson Hoagland & Co
Missouri
$6.11M +$6.1M +56,483 New
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$5.68M +$757K +7,017 +15%
AC
70
Apella Capital
Connecticut
$5.52M +$1.73M +16,024 +46%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$5.51M +$5.22M +48,386 +1,851%
PI
72
PFS Investments
Georgia
$5.4M +$2.35M +21,803 +77%
JIR
73
James Investment Research
Ohio
$5.34M +$149K +1,379 +3%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$5.19M +$898K +8,322 +21%
SIA
75
Soltis Investment Advisors
Utah
$5.15M +$901K +8,353 +21%