We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

423 hedge funds and large institutions have $2.47B invested in iShares Short-Term National Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 185 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 24

73% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 107

12% more capital invested

Capital invested by funds: $2.2B → $2.47B (+$264M)

6% more funds holding

Funds holding: 400423 (+23)

0.54% less ownership

Funds ownership: 66.24%65.7% (-0.54%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $554K

Holders
423
Holders Change
+23
Holders Change %
+5.75%
% of All Funds
8.54%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.28%
New
52
Increased
185
Reduced
107
Closed
24
Calls
Puts
$554K
Net Calls
-$554K
Net Calls Change
-$554K
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
101
Orion Portfolio Solutions
Nebraska
$3.49M -$434K -4,011 -11%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$3.36M +$552K +5,102 +20%
MAS
103
Managed Account Services
Florida
$3.32M +$452K +4,180 +16%
KC
104
Kingfisher Capital
North Carolina
$3.18M +$3.18M +29,404 New
DWM
105
Dakota Wealth Management
Florida
$3.12M -$212K -1,959 -6%
GBT
106
Grove Bank & Trust
Florida
$3.1M +$1.33M +12,270 +75%
JSA
107
Jacobson & Schmitt Advisors
Wisconsin
$3.06M +$396K +3,659 +15%
PI
108
PFS Investments
Georgia
$3.05M +$633K +5,859 +26%
BFA
109
Beaumont Financial Advisors
Massachusetts
$3.04M -$21.1K -195 -0.7%
WCM
110
Wunderlich Capital Managemnt
Tennessee
$3.02M +$278K +2,575 +10%
CIP
111
Capital Insight Partners
Arizona
$3.02M +$427K +3,945 +16%
PA
112
Probity Advisors
Texas
$2.99M +$443K +4,097 +17%
PPP
113
Private Portfolio Partners
New Jersey
$2.96M +$868K +8,025 +42%
Kovitz Investment Group Partners
114
Kovitz Investment Group Partners
Illinois
$2.9M +$1.08M +10,025 +60%
DC
115
Davenport & Co
Virginia
$2.78M +$150K +1,387 +6%
CM
116
Columbus Macro
Pennsylvania
$2.74M -$122K -1,127 -4%
CCG
117
Cypress Capital Group
Florida
$2.74M +$498K +4,602 +22%
SW
118
SteelPeak Wealth
California
$2.7M +$411K +3,806 +18%
APP
119
Avantax Planning Partners
Iowa
$2.7M +$128K +1,184 +5%
WAG
120
Winthrop Advisory Group
Massachusetts
$2.64M +$17.8K +165 +0.7%
AA
121
Alesco Advisors
New York
$2.6M +$681K +6,295 +35%
OFG
122
Omega Financial Group
California
$2.57M +$125K +1,157 +5%
AAM
123
Autus Asset Management
Arizona
$2.53M +$83.2K +770 +3%
WP
124
WealthSource Partners
California
$2.48M +$78.3K +724 +3%
UCFA
125
United Capital Financial Advisors
Texas
$2.46M -$4.46M -41,236 -64%