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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

370 hedge funds and large institutions have $1.98B invested in iShares Short-Term National Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 130 increasing their positions, 128 reducing their positions, and 45 closing their positions.

Holders
370
Holders Change
-4
Holders Change %
-1.07%
% of All Funds
8.17%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.44%
New
49
Increased
130
Reduced
128
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$219M
2
Jane Street
2
Jane Street
New York
$34.4M
3
Bank of America
3
Bank of America
North Carolina
$241M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$21.4M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$167M
2
OWM
2
Orgel Wealth Management
Wisconsin
$9.8M
3
KIM
3
Karpus Investment Management
New York
$22.8M
4
PPW
4
Parcion Private Wealth
Washington
$0
5
US Bancorp
5
US Bancorp
Minnesota
$63.8M
Name Market Value Shares Shares
Change 		Shares
Change %
RC
76
Roundview Capital
New Jersey
$3.45M 32,465 -13,570 -29%
SFS
77
Sowell Financial Services
Arkansas
$3.38M 31,790 +25,837 +434%
Prudential Financial
78
Prudential Financial
New Jersey
$3.35M 31,530 -922 -3%
CM
79
Columbus Macro
Pennsylvania
$3.35M 31,481 +2,965 +10%
PP
80
PDS Planning
Ohio
$3.33M 31,305 +4,648 +17%
SC
81
Slow Capital
California
$3.33M 31,312 +5,604 +22%
LA
82
LVW Advisors
New York
$3.33M 31,279 +1,590 +5%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$3.31M 31,165 +5,030 +19%
LPWM
84
Lake Point Wealth Management
Texas
$3.24M 30,484 -524 -2%
EWA
85
ERTS Wealth Advisors
Michigan
$3.22M 30,243 +14,431 +91%
Financial Engines Advisors
86
Financial Engines Advisors
California
$3.11M 29,269 +26,676 +1,029%
WP
87
WealthSource Partners
California
$3.03M 28,479 +11,565 +68%
DWM
88
Dakota Wealth Management
Florida
$3.02M 28,443 -7,414 -21%
BFA
89
Beaumont Financial Advisors
Massachusetts
$3.01M 28,322 -4,488 -14%
PAG
90
Private Advisor Group
New Jersey
$3.01M 28,320 -4,175 -13%
PFM
91
Phillips Financial Management
Indiana
$3.01M 28,494 +6,741 +31%
PP
92
PrairieView Partners
Minnesota
$2.96M 27,826 -4,640 -14%
RJFSA
93
Raymond James Financial Services Advisors
Florida
$2.96M 27,794 +7,463 +37%
HIM
94
HawsGoodwin Investment Management
Tennessee
$2.76M 25,986 +25,941 +57,647%
ASW
95
Astoria Strategic Wealth
Texas
$2.71M 25,445 +23,436 +1,167%
APP
96
Avantax Planning Partners
Iowa
$2.7M 25,403 -238 -0.9%
WCM
97
Wunderlich Capital Managemnt
Tennessee
$2.69M 25,259 -319 -1%
NFG
98
Next Financial Group
Texas
$2.64M 24,841 +49 +0.2%
CIP
99
Capital Insight Partners
Arizona
$2.56M 24,095 -3,655 -13%
WAG
100
Winthrop Advisory Group
Massachusetts
$2.56M 24,066 -857 -3%
2 3
4
5 6