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iShares Short-Term National Muni Bond ETF

423 hedge funds and large institutions have $2.47B invested in iShares Short-Term National Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 185 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 24

73% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 107

12% more capital invested

Capital invested by funds: $2.2B → $2.47B (+$264M)

6% more funds holding

Funds holding: 400423 (+23)

0.54% less ownership

Funds ownership: 66.24%65.7% (-0.54%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $554K

Holders
423
Holders Change
+23
Holders Change %
+5.75%
% of All Funds
8.54%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.28%
New
52
Increased
185
Reduced
107
Closed
24
Calls
Puts
$554K
Net Calls
-$554K
Net Calls Change
-$554K
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
76
First Allied Advisory Services
California
$4.36M -$25.8K -239 -0.6%
OIA
77
OneDigital Investment Advisors
Kansas
$4.31M -$1.31M -12,130 -23%
LA
78
LVW Advisors
New York
$4.3M +$83K +768 +2%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$4.29M +$3.98M +36,781 +1,257%
CJA
80
C-J Advisory
California
$4.29M +$119K +1,103 +3%
DF
81
Donoghue Forlines
Massachusetts
$4.26M -$426K -3,939 -9%
SIA
82
Soltis Investment Advisors
Utah
$4.25M +$223K +2,064 +6%
EA
83
Efficient Advisors
Ohio
$4.19M -$298K -2,758 -7%
MFM
84
Mirsky Financial Management
New York
$4.14M +$192K +1,779 +5%
WU
85
Wealthsimple US
New York
$4.06M +$898K +8,302 +28%
MWM
86
Mattern Wealth Management
Kansas
$3.92M +$484K +4,480 +14%
Truist Financial
87
Truist Financial
North Carolina
$3.91M -$1.98M -18,321 -34%
SC
88
Slow Capital
California
$3.84M -$6.69M -61,854 -64%
BOPW
89
Brandywine Oak Private Wealth
Pennsylvania
$3.83M -$53.6K -496 -1%
GC
90
Guggenheim Capital
Illinois
$3.81M +$346K +3,200 +10%
LFS
91
Lutz Financial Services
Nebraska
$3.79M +$1.89M +17,513 +100%
PP
92
PDS Planning
Ohio
$3.79M +$139K +1,285 +4%
AC
93
Apella Capital
Connecticut
$3.79M +$1.08M +10,030 +40%
FHB
94
First Hawaiian Bank
Hawaii
$3.77M
LNC
95
Lincoln National Corp
Pennsylvania
$3.75M +$96K +888 +3%
RC
96
Roundview Capital
New Jersey
$3.72M
SP
97
Symmetry Partners
Connecticut
$3.68M +$16K +148 +0.4%
Prudential Financial
98
Prudential Financial
New Jersey
$3.68M +$822K +7,606 +29%
PFM
99
Phillips Financial Management
Indiana
$3.6M +$3.6M +33,287 New
FFA
100
Fragasso Financial Advisors
Pennsylvania
$3.6M -$195K -1,807 -5%