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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

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.

Holders
370
Holders Change
-4
Holders Change %
-1.07%
% of All Funds
8.17%
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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$219M
2
Jane Street
2
Jane Street
New York
$34.4M
3
Bank of America
3
Bank of America
North Carolina
$241M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$21.4M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$167M
2
OWM
2
Orgel Wealth Management
Wisconsin
$9.8M
3
KIM
3
Karpus Investment Management
New York
$22.8M
4
PPW
4
Parcion Private Wealth
Washington
$0
5
US Bancorp
5
US Bancorp
Minnesota
$63.8M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
101
Probity Advisors
Texas
$2.52M 23,658 +42 +0.2%
AIA
102
Alera Investment Advisors
Illinois
$2.49M 22,690 +277 +1%
DC
103
Davenport & Co
Virginia
$2.41M 22,684 +1,400 +7%
AAM
104
Autus Asset Management
Arizona
$2.41M 22,665 -1,040 -4%
HighTower Advisors
105
HighTower Advisors
Illinois
$2.36M 22,223 +2,129 +11%
RTC
106
Riverview Trust Company
Washington
$2.35M 22,087 -14,193 -39%
AssetMark Inc
107
AssetMark Inc
California
$2.34M 22,026 +11,402 +107%
IC
108
Inscription Capital
Texas
$2.32M 21,849 -19,890 -48%
BWP
109
BSW Wealth Partners
Colorado
$2.31M 21,694 +13,470 +164%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$2.25M 21,176 -1,709 -7%
FCIM
111
Fairview Capital Investment Management
California
$2.24M 21,050 +1,325 +7%
MAS
112
Managed Account Services
Florida
$2.22M 21,069 -8,571 -29%
CWM
113
Cahaba Wealth Management
Georgia
$2.2M 20,742 -1,709 -8%
Mariner
114
Mariner
Kansas
$2.17M 20,383 -3,812 -16%
G
115
GenTrust
Florida
$2.13M 20,000 +20,000 New
AC
116
Apella Capital
Connecticut
$2.06M 19,376 +19,376 New
SPIA
117
Steward Partners Investment Advisory
New York
$2.02M 19,020 -542 -3%
NWM
118
Northwest Wealth Management
Iowa
$2.02M 18,984 -1,089 -5%
SCM
119
Smith Capital Management
Arkansas
$1.94M 18,220 -510 -3%
PPP
120
Private Portfolio Partners
New Jersey
$1.93M 18,143 -8,045 -31%
NA
121
NewEdge Advisors
Louisiana
$1.92M 18,060 +3,549 +24%
MWP
122
Meridian Wealth Partners
Pennsylvania
$1.88M 17,646 -6,220 -26%
PGA
123
Portland Global Advisors
Maine
$1.87M 17,550 +3,095 +21%
QCG
124
Quadrant Capital Group
Ohio
$1.83M 17,252 – –
OFG
125
Omega Financial Group
California
$1.68M 15,754 +12,216 +345%
3 4
5
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