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iShares Short-Term National Muni Bond ETF

276 hedge funds and large institutions have $1.38B invested in iShares Short-Term National Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 95 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+47
Holders Change %
+20.52%
% of All Funds
6.16%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
66
Increased
95
Reduced
74
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
126
Windsor Wealth Management
Indiana
$905K
IA
127
IFP Advisors
Florida
$899K +$69K +655 +8%
BWP
128
Bernardo Wealth Planning
Pennsylvania
$890K +$890K +8,445 New
TL
129
TrueWealth LLC
Georgia
$854K +$633 +6 +0.1%
First Trust Advisors
130
First Trust Advisors
Illinois
$847K -$16.3K -155 -2%
NGA
131
Naples Global Advisors
Florida
$825K -$31.6K -300 -4%
WA
132
Winfield Associates
Ohio
$792K +$792K +7,515 New
SCG
133
Sonata Capital Group
Washington
$768K
WPC
134
White Pine Capital
Minnesota
$766K +$118K +1,120 +18%
GPA
135
Guidance Point Advisors
Massachusetts
$760K +$760K +7,219 New
WTC
136
WhitTier Trust Company
Nevada
$756K
PWMAG
137
Pinnacle Wealth Management Advisory Group
New Jersey
$701K -$854K -8,100 -55%
CWM
138
Cornerstone Wealth Management
Missouri
$693K -$36.6M -347,872 -98%
BUB
139
BBVA USA Bancshares
Texas
$690K -$3.38K -32 -0.5%
FC
140
FCA Corp
Texas
$687K +$7.38K +70 +1%
FAAS
141
First Allied Advisory Services
California
$675K +$141K +1,335 +26%
FPS
142
Fieldpoint Private Securities
Connecticut
$669K -$279K -2,650 -29%
BFM
143
Broadview Financial Management
Wisconsin
$664K -$362K -3,437 -35%
WFWM
144
Wechter Feldman Wealth Management
New Jersey
$647K -$789K -7,495 -55%
BCM
145
BTC Capital Management
Iowa
$639K -$54.8K -520 -8%
EWM
146
Empirical Wealth Management
Washington
$639K +$39.5K +375 +7%
ASN
147
Advisory Services Network
Georgia
$639K +$181K +1,719 +40%
HCIA
148
Hochman Cole Investment Advisors
Illinois
$637K +$637K +6,041 New
Baird Financial Group
149
Baird Financial Group
Wisconsin
$620K -$110K -1,043 -15%
RBCM
150
Raub Brock Capital Management
California
$606K