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iShares Short-Term National Muni Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

6% more capital invested

Capital invested by funds: $1.87B → $1.98B (+$104M)

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

2% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 128

0.25% less ownership

Funds ownership: 68.59%68.34% (-0.25%)

1% less funds holding

Funds holding: 374370 (-4)

Holders
370
Holders Change
-4
Holders Change %
-1.07%
% of All Funds
8.15%
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
Name Holding Trade Value Shares
Change
Change in
Stake
RC
76
Roundview Capital
New Jersey
$3.45M -$1.44M -13,570 -29%
SFS
77
Sowell Financial Services
Arkansas
$3.38M +$2.75M +25,837 +434%
Prudential Financial
78
Prudential Financial
New Jersey
$3.35M -$98K -922 -3%
CM
79
Columbus Macro
Pennsylvania
$3.35M +$315K +2,965 +10%
PP
80
PDS Planning
Ohio
$3.33M +$494K +4,648 +17%
SC
81
Slow Capital
California
$3.33M +$596K +5,604 +22%
LA
82
LVW Advisors
New York
$3.33M +$169K +1,590 +5%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$3.31M +$535K +5,030 +19%
LPWM
84
Lake Point Wealth Management
Texas
$3.24M -$55.7K -524 -2%
EWA
85
ERTS Wealth Advisors
Michigan
$3.21M +$1.53M +14,431 +91%
Financial Engines Advisors
86
Financial Engines Advisors
California
$3.11M +$2.84M +26,676 +1,029%
WP
87
WealthSource Partners
California
$3.03M +$1.23M +11,565 +68%
DWM
88
Dakota Wealth Management
Florida
$3.02M -$788K -7,414 -21%
BFA
89
Beaumont Financial Advisors
Massachusetts
$3.01M -$477K -4,488 -14%
PAG
90
Private Advisor Group
New Jersey
$3.01M -$444K -4,175 -13%
PFM
91
Phillips Financial Management
Indiana
$3.01M +$717K +6,741 +31%
PP
92
PrairieView Partners
Minnesota
$2.96M -$493K -4,640 -14%
RJFSA
93
Raymond James Financial Services Advisors
Florida
$2.96M +$794K +7,463 +37%
HIM
94
HawsGoodwin Investment Management
Tennessee
$2.76M +$2.76M +25,941 +57,647%
ASW
95
Astoria Strategic Wealth
Texas
$2.71M +$2.49M +23,436 +1,167%
APP
96
Avantax Planning Partners
Iowa
$2.7M -$25.3K -238 -0.9%
WCM
97
Wunderlich Capital Managemnt
Tennessee
$2.69M -$33.9K -319 -1%
NFG
98
Next Financial Group
Texas
$2.64M +$5.21K +49 +0.2%
CIP
99
Capital Insight Partners
Arizona
$2.56M -$389K -3,655 -13%
WAG
100
Winthrop Advisory Group
Massachusetts
$2.56M -$91.1K -857 -3%