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iShares Short-Term National Muni Bond ETF

229 hedge funds and large institutions have $1.01B invested in iShares Short-Term National Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+10
Holders Change %
+4.57%
% of All Funds
5.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
28
Increased
80
Reduced
69
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCG
126
Private Capital Group
Connecticut
$573K +$404K +3,858 +238%
AFC
127
AFT Forsyth & Company
Florida
$565K
HH
128
Hilltop Holdings
Texas
$554K
FAAS
129
First Allied Advisory Services
California
$532K -$102K -975 -16%
CL
130
CPWM LLC
Washington
$526K +$51.6K +492 +11%
FTS
131
Fifth Third Securities
Ohio
$519K +$519K +4,960 New
GWM
132
Geneos Wealth Management
Colorado
$517K +$419K +4,007 +428%
Creative Planning
133
Creative Planning
Kansas
$516K
CA
134
Calton & Associates
Florida
$468K +$155K +1,477 +49%
HPWM
135
Highland Private Wealth Management
Washington
$465K
BAS
136
Brown Advisory Securities
Maryland
$458K +$125K +1,185 +37%
RCAG
137
Rehmann Capital Advisory Group
Michigan
$455K -$6.91K -66 -1%
ASN
138
Advisory Services Network
Georgia
$455K +$223K +2,135 +97%
APA
139
American Portfolios Advisors
New York
$440K +$188K +1,793 +74%
CASB
140
Cape Ann Savings Bank
Massachusetts
$432K
CFGF
141
Compass Financial Group (Florida)
Florida
$425K +$425K +4,055 New
OAM
142
Occidental Asset Management
California
$422K
WAOTB
143
Wealth Advisors of Tampa Bay
Florida
$421K
TFF
144
The Family Firm
Maryland
$412K -$70K -668 -15%
Bessemer Group
145
Bessemer Group
New Jersey
$398K
CCM
146
Crabel Capital Management
California
$379K
LNC
147
Lincoln National Corp
Pennsylvania
$379K +$43.4K +414 +13%
BCM
148
Boltwood Capital Management
California
$363K
QCMC
149
Quantum Capital Management (California)
California
$352K +$43.7K +417 +14%
GIM
150
Greenwich Investment Management
Connecticut
$346K