We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

302 hedge funds and large institutions have $1.62B invested in iShares Short-Term National Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 116 increasing their positions, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

35% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 86

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

3% more funds holding

Funds holding: 294302 (+8)

5% more capital invested

Capital invested by funds: $1.55B → $1.62B (+$75.4M)

0.19% less ownership

Funds ownership: 65.8%65.61% (-0.19%)

Holders
302
Holders Change
+8
Holders Change %
+2.72%
% of All Funds
6.62%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.29%
New
28
Increased
116
Reduced
86
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
101
Quadrant Capital Group
Ohio
$1.77M
FI
102
FormulaFolio Investments
Michigan
$1.76M -$54.5K -510 -3%
HNB
103
Huntington National Bank
Ohio
$1.74M
I
104
IberiaBank
Louisiana
$1.66M -$52.8K -494 -3%
DWM
105
Dakota Wealth Management
Florida
$1.59M +$1.17M +10,916 +272%
SBL
106
Sargent Bickham Lagudis
Colorado
$1.56M -$236K -2,206 -13%
SWP
107
Stratos Wealth Partners
Ohio
$1.53M +$411K +3,847 +37%
CWM
108
Confluence Wealth Management
Oregon
$1.5M -$81.2K -760 -5%
LG
109
LaFleur & Godfrey
Michigan
$1.49M -$32K -300 -2%
NA
110
NewEdge Advisors
Louisiana
$1.43M +$418K +3,914 +41%
SAM
111
SP Asset Management
California
$1.42M +$2.56K +24 +0.2%
William Blair & Company
112
William Blair & Company
Illinois
$1.4M +$1.5K +14 +0.1%
BA
113
Boston Advisors
Massachusetts
$1.4M +$608K +5,693 +77%
MAS
114
Managed Account Services
Florida
$1.33M +$129K +1,204 +11%
WT
115
Whittier Trust
California
$1.3M
CIA
116
Capital Investment Advisors
Georgia
$1.28M
BTS
117
BB&T Securities
Virginia
$1.28M -$257K -2,402 -17%
SCM
118
Smith Capital Management
Arkansas
$1.27M
EWM
119
Elmwood Wealth Management
California
$1.22M -$21.4K -200 -2%
WTC
120
WhitTier Trust Company
Nevada
$1.18M -$16.9K -158 -1%
WA
121
Winfield Associates
Ohio
$1.15M
CCG
122
Cypress Capital Group
Florida
$1.13M -$10.7K -100 -0.9%
NFP
123
Narus Financial Partners
Utah
$1.12M +$3.63K +34 +0.3%
NGA
124
Naples Global Advisors
Florida
$1.12M +$201K +1,880 +22%
AssetMark Inc
125
AssetMark Inc
California
$1.11M -$320 -3 -0%