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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
PA
101
Probity Advisors
Texas
$2.52M +$4.47K +42 +0.2%
AIA
102
Alera Investment Advisors
Illinois
$2.49M +$29.5K +277 +1%
DC
103
Davenport & Co
Virginia
$2.41M +$149K +1,400 +7%
AAM
104
Autus Asset Management
Arizona
$2.41M -$111K -1,040 -4%
HighTower Advisors
105
HighTower Advisors
Illinois
$2.35M +$226K +2,129 +11%
RTC
106
Riverview Trust Company
Washington
$2.35M -$1.51M -14,193 -39%
AssetMark Inc
107
AssetMark Inc
California
$2.34M +$1.21M +11,402 +107%
IC
108
Inscription Capital
Texas
$2.32M -$2.11M -19,890 -48%
BWP
109
BSW Wealth Partners
Colorado
$2.31M +$1.43M +13,470 +164%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$2.25M -$182K -1,709 -7%
FCIM
111
Fairview Capital Investment Management
California
$2.24M +$141K +1,325 +7%
MAS
112
Managed Account Services
Florida
$2.22M -$911K -8,571 -29%
CWM
113
Cahaba Wealth Management
Georgia
$2.2M -$182K -1,709 -8%
Mariner
114
Mariner
Kansas
$2.17M -$405K -3,812 -16%
G
115
GenTrust
Florida
$2.13M +$2.13M +20,000 New
AC
116
Apella Capital
Connecticut
$2.06M +$2.06M +19,376 New
SPIA
117
Steward Partners Investment Advisory
New York
$2.02M -$57.6K -542 -3%
NWM
118
Northwest Wealth Management
Iowa
$2.02M -$116K -1,089 -5%
SCM
119
Smith Capital Management
Arkansas
$1.94M -$54.2K -510 -3%
PPP
120
Private Portfolio Partners
New Jersey
$1.93M -$855K -8,045 -31%
NA
121
NewEdge Advisors
Louisiana
$1.92M +$377K +3,549 +24%
MWP
122
Meridian Wealth Partners
Pennsylvania
$1.88M -$661K -6,220 -26%
PGA
123
Portland Global Advisors
Maine
$1.87M +$329K +3,095 +21%
QCG
124
Quadrant Capital Group
Ohio
$1.83M
OFG
125
Omega Financial Group
California
$1.68M +$1.3M +12,216 +345%