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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

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.

Holders
374
Holders Change
+72
Holders Change %
+23.84%
% of All Funds
7.39%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.36%
New
87
Increased
160
Reduced
69
Closed
11
Calls
$15K
Puts
–
Net Calls
+$15K
Net Calls Change
+$15K

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$29.5M
2
KIM
2
Karpus Investment Management
New York
$35.1M
3
SEI Investments
3
SEI Investments
Pennsylvania
$194M
4
KCM
4
Kathmere Capital Management
Pennsylvania
$12.1M
5
WWM
5
Windsor Wealth Management
Indiana
$11.1M

Top Sellers

1
DF
1
Donoghue Forlines
Massachusetts
$7.81M
2
UBS AM
2
UBS AM
Illinois
$0
3
CCM
3
Coldstream Capital Management
Washington
$1.71M
4
PAG
4
Private Advisor Group
New Jersey
$3.47M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$54.2M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
76
Private Advisor Group
New Jersey
$3.47M 32,495 -21,465 -40%
PP
77
PrairieView Partners
Minnesota
$3.47M 32,466 -7,308 -18%
Prudential Financial
78
Prudential Financial
New Jersey
$3.47M 32,452 +1,768 +6%
AWM
79
AE Wealth Management
Kansas
$3.37M 31,510 +31,510 New
LPWM
80
Lake Point Wealth Management
Texas
$3.31M 31,008 +31,008 New
LA
81
LVW Advisors
New York
$3.17M 29,689 +869 +3%
MAS
82
Managed Account Services
Florida
$3.17M 29,640 +17,147 +137%
AWS
83
Arkfeld Wealth Strategies
Nebraska
$3.17M 29,715 +29,715 New
IWM
84
IHT Wealth Management
Illinois
$3.08M 28,831 +10,605 +58%
CM
85
Columbus Macro
Pennsylvania
$3.05M 28,516 -603 -2%
CIP
86
Capital Insight Partners
Arizona
$2.96M 27,750 +27,750 New
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$2.96M 27,702 +786 +3%
TGAM
88
TBH Global Asset Management
Tennessee
$2.87M 26,919 +26,919 New
PP
89
PDS Planning
Ohio
$2.85M 26,657 +912 +4%
PPP
90
Private Portfolio Partners
New Jersey
$2.8M 26,188 +300 +1%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$2.79M 26,135 +26,135 New
IAA
92
Independent Advisor Alliance
North Carolina
$2.77M 25,965 +25,965 New
SC
93
Slow Capital
California
$2.75M 25,708 +319 +1%
APP
94
Avantax Planning Partners
Iowa
$2.74M 25,641 -18 -0.1%
WCM
95
Wunderlich Capital Managemnt
Tennessee
$2.73M 25,578 +764 +3%
WAG
96
Winthrop Advisory Group
Massachusetts
$2.66M 24,923 +1,833 +8%
NFG
97
Next Financial Group
Texas
$2.65M 24,792 +4,538 +22%
BlackRock
98
BlackRock
New York
$2.61M 24,416 -10,444 -30%
Mariner
99
Mariner
Kansas
$2.58M 24,195 +24,195 New
MWP
100
Meridian Wealth Partners
Pennsylvania
$2.55M 23,866 +23,866 New
2 3
4
5 6