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iShares Short-Term National Muni Bond ETF

374 hedge funds and large institutions have $1.87B invested in iShares Short-Term National Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 160 increasing their positions, 69 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

691% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 11

132% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 69

38% more funds holding in top 10

Funds holding in top 10: 1318 (+5)

24% more funds holding

Funds holding: 302374 (+72)

15% more capital invested

Capital invested by funds: $1.62B → $1.87B (+$251M)

2.98% more ownership

Funds ownership: 65.61%68.59% (+3%)

Holders
374
Holders Change
+72
Holders Change %
+23.84%
% of All Funds
7.37%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.35%
New
87
Increased
160
Reduced
69
Closed
11
Calls
$15K
Puts
Net Calls
+$15K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
101
Autus Asset Management
Arizona
$2.53M +$64K +600 +3%
PA
102
Probity Advisors
Texas
$2.52M +$67.4K +632 +3%
BSW
103
Buckingham Strategic Wealth
Missouri
$2.48M +$378K +3,544 +18%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$2.44M +$240K +2,250 +11%
CWM
105
Cahaba Wealth Management
Georgia
$2.4M +$27.7K +260 +1%
AIA
106
Alera Investment Advisors
Illinois
$2.39M +$162K +1,519 +7%
PFM
107
Phillips Financial Management
Indiana
$2.32M +$230K +2,156 +11%
AG
108
Advisor Group
Arizona
$2.32M +$189K +1,775 +9%
DC
109
Davenport & Co
Virginia
$2.27M +$358K +3,360 +19%
BPA
110
Beacon Pointe Advisors
California
$2.25M +$1.68M +15,737 +296%
Citadel Advisors
111
Citadel Advisors
Florida
$2.21M +$2.21M +20,731 New
RJFSA
112
Raymond James Financial Services Advisors
Florida
$2.17M -$474K -4,444 -18%
NWM
113
Northwest Wealth Management
Iowa
$2.14M +$853 +8 +0%
HighTower Advisors
114
HighTower Advisors
Illinois
$2.14M +$3.31K +31 +0.2%
FCIM
115
Fairview Capital Investment Management
California
$2.11M +$192K +1,800 +10%
SPIA
116
Steward Partners Investment Advisory
New York
$2.09M -$116K -1,090 -5%
IWMA
117
Ironwood Wealth Management (Arizona)
Arizona
$2.04M +$62.3K +584 +3%
SCM
118
Smith Capital Management
Arkansas
$2M +$726K +6,810 +57%
AI
119
Atria Investments
North Carolina
$1.94M +$145K +1,363 +8%
QCG
120
Quadrant Capital Group
Ohio
$1.84M +$62.5K +586 +4%
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$1.84M +$811K +7,600 +79%
WFPG
122
Waller Financial Planning Group
Ohio
$1.82M +$8K +75 +0.4%
WP
123
WealthSource Partners
California
$1.81M +$1.27M +11,925 +239%
HNB
124
Huntington National Bank
Ohio
$1.74M
SWP
125
Stratos Wealth Partners
Ohio
$1.72M +$192K +1,801 +13%