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iShares Short-Term National Muni Bond ETF

400 hedge funds and large institutions have $2.2B invested in iShares Short-Term National Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 142 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 35

22% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 116

11% more capital invested

Capital invested by funds: $1.98B → $2.2B (+$226M)

8% more funds holding

Funds holding: 370400 (+30)

2.09% less ownership

Funds ownership: 68.34%66.24% (-2.1%)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

Holders
400
Holders Change
+30
Holders Change %
+8.11%
% of All Funds
8.2%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.31%
New
66
Increased
142
Reduced
116
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
76
Brandywine Oak Private Wealth
Pennsylvania
$3.92M +$76.9K +718 +2%
OPS
77
Orion Portfolio Solutions
Nebraska
$3.91M -$7.6K -71 -0.2%
MML Investors Services
78
MML Investors Services
Massachusetts
$3.87M -$291K -2,720 -7%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$3.81M +$124K +1,160 +3%
FFA
80
Fragasso Financial Advisors
Pennsylvania
$3.8M -$5M -46,724 -57%
FHB
81
First Hawaiian Bank
Hawaii
$3.76M -$83.7K -782 -2%
OWM
82
Orgel Wealth Management
Wisconsin
$3.75M -$6.15M -57,469 -62%
RC
83
Roundview Capital
New Jersey
$3.71M +$212K +1,977 +6%
SP
84
Symmetry Partners
Connecticut
$3.66M +$2.86M +26,738 +373%
PP
85
PDS Planning
Ohio
$3.65M +$267K +2,494 +8%
LNC
86
Lincoln National Corp
Pennsylvania
$3.65M +$2.78M +25,983 +333%
GC
87
Guggenheim Capital
Illinois
$3.45M +$3.43M +32,000 New
MWM
88
Mattern Wealth Management
Kansas
$3.43M +$3.4M +31,773 New
A
89
AdvicePeriod
California
$3.36M +$1.96M +18,302 +142%
DWM
90
Dakota Wealth Management
Florida
$3.32M +$252K +2,353 +8%
BWP
91
BSW Wealth Partners
Colorado
$3.2M +$856K +7,995 +37%
WU
92
Wealthsimple US
New York
$3.16M +$3.14M +29,295 New
HIM
93
HawsGoodwin Investment Management
Tennessee
$3.09M +$282K +2,629 +10%
BFA
94
Beaumont Financial Advisors
Massachusetts
$3.05M -$3.21K -30 -0.1%
MAS
95
Managed Account Services
Florida
$2.88M +$595K +5,553 +26%
CM
96
Columbus Macro
Pennsylvania
$2.85M -$537K -5,018 -16%
Prudential Financial
97
Prudential Financial
New Jersey
$2.85M -$544K -5,076 -16%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$2.8M -$554K -5,170 -17%
WCM
99
Wunderlich Capital Managemnt
Tennessee
$2.74M +$15.7K +147 +0.6%
QAM
100
QCI Asset Management
New York
$2.71M +$2.7M +25,170 New