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iShares Short-Term National Muni Bond ETF

472 hedge funds and large institutions have $2.58B invested in iShares Short-Term National Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 201 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 30

91% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 105

12% more funds holding

Funds holding: 423472 (+49)

5% more capital invested

Capital invested by funds: $2.47B → $2.58B (+$114M)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1.78% less ownership

Funds ownership: 65.7%63.92% (-1.8%)

Holders
472
Holders Change
+49
Holders Change %
+11.58%
% of All Funds
8.35%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
89
Increased
201
Reduced
105
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RC
101
Roundview Capital
New Jersey
$3.72M +$647 +6 +0%
AA
102
Alesco Advisors
New York
$3.6M +$994K +9,207 +38%
OPS
103
Orion Portfolio Solutions
Nebraska
$3.47M -$20K -185 -0.6%
FFA
104
Fragasso Financial Advisors
Pennsylvania
$3.46M -$133K -1,232 -4%
DC
105
Davenport & Co
Virginia
$3.41M +$627K +5,809 +23%
EH
106
Equitable Holdings
New York
$3.4M -$5.75M -53,259 -63%
GBT
107
Grove Bank & Trust
Florida
$3.33M +$223K +2,065 +7%
SC
108
Slow Capital
California
$3.29M -$550K -5,099 -14%
GGS
109
Galvin Gaustad & Stein
Arizona
$3.2M +$3.19M +29,576 New
JSA
110
Jacobson & Schmitt Advisors
Wisconsin
$3.09M +$33.3K +309 +1%
WCM
111
Wunderlich Capital Managemnt
Tennessee
$3.08M +$54.3K +503 +2%
OIA
112
OneDigital Investment Advisors
Kansas
$3.06M -$1.25M -11,567 -29%
NWA
113
Navis Wealth Advisors
New York
$3.03M +$3.02M +27,991 New
PP
114
Prosperity Planning
Missouri
$3.02M
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$2.96M
BFA
116
Beaumont Financial Advisors
Massachusetts
$2.95M -$88.9K -824 -3%
PPP
117
Private Portfolio Partners
New Jersey
$2.93M -$23.6K -219 -0.8%
GC
118
Guggenheim Capital
Illinois
$2.91M -$890K -8,250 -23%
Deutsche Bank
119
Deutsche Bank
Germany
$2.81M -$4.45M -41,266 -61%
SW
120
SteelPeak Wealth
California
$2.79M +$94.7K +878 +4%
ASN
121
Advisory Services Network
Georgia
$2.72M +$1.05M +9,730 +63%
CCG
122
Cypress Capital Group
Florida
$2.71M -$26.2K -243 -1%
CA
123
CGN Advisors
Kansas
$2.7M +$2.7M +25,002 New
CM
124
Columbus Macro
Pennsylvania
$2.68M -$62.3K -577 -2%
KC
125
Kingfisher Capital
North Carolina
$2.67M -$509K -4,718 -16%