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iShares Short-Term National Muni Bond ETF

302 hedge funds and large institutions have $1.62B invested in iShares Short-Term National Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 116 increasing their positions, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

35% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 86

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

3% more funds holding

Funds holding: 294302 (+8)

5% more capital invested

Capital invested by funds: $1.55B → $1.62B (+$75.4M)

0.19% less ownership

Funds ownership: 65.8%65.61% (-0.19%)

Holders
302
Holders Change
+8
Holders Change %
+2.72%
% of All Funds
6.62%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.29%
New
28
Increased
116
Reduced
86
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
76
Raymond James Financial Services Advisors
Florida
$2.64M -$76.6K -717 -3%
AAM
77
Autus Asset Management
Arizona
$2.46M -$254K -2,380 -9%
WAG
78
Winthrop Advisory Group
Massachusetts
$2.46M +$688K +6,447 +39%
PA
79
Probity Advisors
Texas
$2.45M +$3.2K +30 +0.1%
CWM
80
Cahaba Wealth Management
Georgia
$2.36M -$1.71K -16 -0.1%
Truist Financial
81
Truist Financial
North Carolina
$2.3M +$1.3M +12,170 +129%
AIA
82
Alera Investment Advisors
Illinois
$2.23M -$3.1K -29 -0.1%
SPIA
83
Steward Partners Investment Advisory
New York
$2.2M +$695K +6,504 +46%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$2.2M +$445K +4,170 +25%
NFG
85
Next Financial Group
Texas
$2.16M +$214 +2 +0%
NWM
86
Northwest Wealth Management
Iowa
$2.14M +$19.2K +180 +0.9%
HighTower Advisors
87
HighTower Advisors
Illinois
$2.13M -$92.4K -865 -4%
Principal Financial Group
88
Principal Financial Group
Iowa
$2.13M -$9.61M -90,000 -82%
AG
89
Advisor Group
Arizona
$2.13M +$38.4K +360 +2%
BSW
90
Buckingham Strategic Wealth
Missouri
$2.1M -$16.2K -152 -0.8%
PFM
91
Phillips Financial Management
Indiana
$2.09M -$347K -3,251 -14%
IWMA
92
Ironwood Wealth Management (Arizona)
Arizona
$1.98M -$24.7K -231 -1%
IWM
93
IHT Wealth Management
Illinois
$1.94M -$91K -852 -4%
DC
94
Davenport & Co
Virginia
$1.91M
FCIM
95
Fairview Capital Investment Management
California
$1.91M
AA
96
Alesco Advisors
New York
$1.91M +$1.07K +10 +0.1%
WFPG
97
Waller Financial Planning Group
Ohio
$1.81M +$150K +1,405 +9%
LWS
98
Lucia Wealth Services
California
$1.8M -$113K -1,060 -6%
AI
99
Atria Investments
North Carolina
$1.79M +$297K +2,777 +20%
GWM
100
Geneos Wealth Management
Colorado
$1.78M +$195K +1,828 +12%