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iShares Short-Term National Muni Bond ETF

229 hedge funds and large institutions have $1.01B invested in iShares Short-Term National Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+10
Holders Change %
+4.57%
% of All Funds
5.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
28
Increased
80
Reduced
69
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WFWM
76
Wechter Feldman Wealth Management
New Jersey
$1.43M
CIA
77
Capital Investment Advisors
Georgia
$1.35M -$31.4K -300 -2%
WCF
78
West Coast Financial
California
$1.34M -$21K -200 -2%
AI
79
Atria Investments
North Carolina
$1.33M +$1M +9,569 +302%
ALIONA
80
Allianz Life Insurance of North America
Minnesota
$1.31M +$1.31M +12,532 New
DC
81
Davenport & Co
Virginia
$1.3M +$554K +5,294 +75%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$1.24M -$50.3K -480 -4%
HighTower Advisors
83
HighTower Advisors
Illinois
$1.09M +$399K +3,814 +57%
AG
84
Advisor Group
Arizona
$1.08M +$397K +3,796 +58%
HS
85
Horan Securities
United States
$1.06M +$16.5K +158 +2%
BFM
86
Broadview Financial Management
Wisconsin
$1.02M -$78.1K -746 -7%
FCIM
87
Fairview Capital Investment Management
California
$1.01M +$1.01M +9,600 New
WLIM
88
White Lighthouse Investment Management
Massachusetts
$995K
EWA
89
EP Wealth Advisors
California
$966K +$966K +9,222 New
FPS
90
Fieldpoint Private Securities
Connecticut
$943K
GC
91
Grimes & Company
Massachusetts
$907K -$775K -7,400 -46%
WWM
92
Windsor Wealth Management
Indiana
$899K
AF
93
Allworth Financial
California
$880K -$660K -6,300 -43%
First Trust Advisors
94
First Trust Advisors
Illinois
$858K +$316K +3,018 +58%
NGA
95
Naples Global Advisors
Florida
$851K +$13.6K +130 +2%
TL
96
TrueWealth LLC
Georgia
$848K +$314 +3 +0%
IA
97
IFP Advisors
Florida
$825K +$2.93K +28 +0.4%
OWM
98
Orgel Wealth Management
Wisconsin
$814K -$343K -3,271 -30%
WAG
99
Winthrop Advisory Group
Massachusetts
$809K +$110K +1,050 +16%
RW
100
Rand Wealth
Maryland
$800K -$30.2K -288 -4%