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iShares Short-Term National Muni Bond ETF

400 hedge funds and large institutions have $2.2B invested in iShares Short-Term National Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 142 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 35

22% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 116

11% more capital invested

Capital invested by funds: $1.98B → $2.2B (+$226M)

8% more funds holding

Funds holding: 370400 (+30)

2.09% less ownership

Funds ownership: 68.34%66.24% (-2.1%)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

Holders
400
Holders Change
+30
Holders Change %
+8.11%
% of All Funds
8.2%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.31%
New
66
Increased
142
Reduced
116
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
101
Apella Capital
Connecticut
$2.7M +$605K +5,652 +29%
JSA
102
Jacobson & Schmitt Advisors
Wisconsin
$2.65M +$2.64M +24,612 New
NFG
103
Next Financial Group
Texas
$2.63M -$47K -439 -2%
DC
104
Davenport & Co
Virginia
$2.63M +$178K +1,660 +7%
WAG
105
Winthrop Advisory Group
Massachusetts
$2.61M +$18.7K +175 +0.7%
CIP
106
Capital Insight Partners
Arizona
$2.59M -$7.5K -70 -0.3%
APP
107
Avantax Planning Partners
Iowa
$2.56M -$174K -1,621 -6%
PA
108
Probity Advisors
Texas
$2.54M -$7.6K -71 -0.3%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$2.54M +$2.52M +23,564 New
AAM
110
Autus Asset Management
Arizona
$2.44M -$1.61K -15 -0.1%
OFG
111
Omega Financial Group
California
$2.44M +$738K +6,893 +44%
AIA
112
Alera Investment Advisors
Illinois
$2.44M -$6.1K -57 -0.3%
PP
113
PrairieView Partners
Minnesota
$2.41M -$586K -5,468 -20%
PI
114
PFS Investments
Georgia
$2.41M +$821K +7,663 +52%
WP
115
WealthSource Partners
California
$2.4M -$670K -6,255 -22%
RTC
116
Riverview Trust Company
Washington
$2.38M
Mariner
117
Mariner
Kansas
$2.36M +$161K +1,506 +7%
HighTower Advisors
118
HighTower Advisors
Illinois
$2.33M -$67K -626 -3%
IWC
119
Integrated Wealth Concepts
Massachusetts
$2.33M +$992K +9,266 +75%
SW
120
SteelPeak Wealth
California
$2.28M +$645K +6,022 +40%
CCG
121
Cypress Capital Group
Florida
$2.23M +$644K +6,010 +41%
CWM
122
Cahaba Wealth Management
Georgia
$2.23M -$15.2K -142 -0.7%
FCIM
123
Fairview Capital Investment Management
California
$2.16M -$107K -1,000 -5%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$2.16M -$123K -1,151 -5%
BCA
125
Berman Capital Advisors
Georgia
$2.15M +$2.13M +19,927 New