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iShares Short-Term National Muni Bond ETF

374 hedge funds and large institutions have $1.87B invested in iShares Short-Term National Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 160 increasing their positions, 69 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

691% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 11

132% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 69

38% more funds holding in top 10

Funds holding in top 10: 1318 (+5)

24% more funds holding

Funds holding: 302374 (+72)

15% more capital invested

Capital invested by funds: $1.62B → $1.87B (+$251M)

2.98% more ownership

Funds ownership: 65.61%68.59% (+3%)

Holders
374
Holders Change
+72
Holders Change %
+23.84%
% of All Funds
7.37%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.35%
New
87
Increased
160
Reduced
69
Closed
11
Calls
$15K
Puts
Net Calls
+$15K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$3.47M -$2.29M -21,465 -40%
PP
77
PrairieView Partners
Minnesota
$3.47M -$779K -7,308 -18%
Prudential Financial
78
Prudential Financial
New Jersey
$3.46M +$189K +1,768 +6%
AWM
79
AE Wealth Management
Kansas
$3.37M +$3.36M +31,510 New
LPWM
80
Lake Point Wealth Management
Texas
$3.31M +$3.31M +31,008 New
LA
81
LVW Advisors
New York
$3.17M +$92.7K +869 +3%
MAS
82
Managed Account Services
Florida
$3.17M +$1.83M +17,147 +137%
AWS
83
Arkfeld Wealth Strategies
Nebraska
$3.17M +$3.17M +29,715 New
IWM
84
IHT Wealth Management
Illinois
$3.08M +$1.13M +10,605 +58%
CM
85
Columbus Macro
Pennsylvania
$3.04M -$64.3K -603 -2%
CIP
86
Capital Insight Partners
Arizona
$2.96M +$2.96M +27,750 New
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$2.96M +$83.8K +786 +3%
TGAM
88
TBH Global Asset Management
Tennessee
$2.87M +$2.87M +26,919 New
PP
89
PDS Planning
Ohio
$2.85M +$97.3K +912 +4%
PPP
90
Private Portfolio Partners
New Jersey
$2.8M +$32K +300 +1%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$2.79M +$2.79M +26,135 New
IAA
92
Independent Advisor Alliance
North Carolina
$2.77M +$2.77M +25,965 New
SC
93
Slow Capital
California
$2.75M +$34K +319 +1%
APP
94
Avantax Planning Partners
Iowa
$2.74M -$1.92K -18 -0.1%
WCM
95
Wunderlich Capital Managemnt
Tennessee
$2.73M +$81.5K +764 +3%
WAG
96
Winthrop Advisory Group
Massachusetts
$2.66M +$195K +1,833 +8%
NFG
97
Next Financial Group
Texas
$2.65M +$484K +4,538 +22%
BlackRock
98
BlackRock
New York
$2.61M -$1.11M -10,444 -30%
Mariner
99
Mariner
Kansas
$2.58M +$2.58M +24,195 New
MWP
100
Meridian Wealth Partners
Pennsylvania
$2.55M +$2.55M +23,866 New