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iShares Short-Term National Muni Bond ETF

219 hedge funds and large institutions have $983M invested in iShares Short-Term National Muni Bond ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+10
Holders Change %
+4.78%
% of All Funds
5.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
28
Increased
71
Reduced
73
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RCAG
126
Rehmann Capital Advisory Group
Michigan
$464K +$2.21K +21 +0.5%
CASB
127
Cape Ann Savings Bank
Massachusetts
$434K +$434K +4,125 New
OAM
128
Occidental Asset Management
California
$423K
WAOTB
129
Wealth Advisors of Tampa Bay
Florida
$422K
MCTIC
130
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$420K -$629K
CCA
131
Clearwater Capital Advisors
Illinois
$412K +$96.8K +921 +31%
Bessemer Group
132
Bessemer Group
New Jersey
$400K
CCM
133
Crabel Capital Management
California
$380K +$380K +3,615 New
DWM
134
Dakota Wealth Management
Florida
$368K +$368K +3,500 New
BCM
135
Boltwood Capital Management
California
$364K
AP
136
Advisors Preferred
Maryland
$355K -$21K -200 -6%
SWP
137
Stratos Wealth Partners
Ohio
$347K -$779K -7,422 -69%
GIM
138
Greenwich Investment Management
Connecticut
$347K +$84.1K +800 +32%
WP
139
WealthShield Partners
North Carolina
$344K -$12.9K -123 -4%
LNC
140
Lincoln National Corp
Pennsylvania
$336K +$420 +4 +0.1%
BAS
141
Brown Advisory Securities
Maryland
$333K +$333K +3,162 New
AI
142
Atria Investments
North Carolina
$333K +$333K +3,168 New
VA
143
Valmark Advisers
Ohio
$330K +$2.1K +20 +0.6%
Lido Advisors
144
Lido Advisors
California
$321K -$16.4K -156 -5%
FNT
145
First National Trust
Pennsylvania
$316K
CA
146
Calton & Associates
Florida
$315K -$150K -1,427 -32%
WP
147
WealthSource Partners
California
$315K
HTC
148
Haverford Trust Company
Pennsylvania
$312K -$9.35K -89 -3%
SPC
149
Sigma Planning Corp
Michigan
$312K -$8.82K -84 -3%
CTA
150
Chesley Taft & Associates
Illinois
$310K -$10.5K -100 -3%