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iShares Short-Term National Muni Bond ETF

302 hedge funds and large institutions have $1.62B invested in iShares Short-Term National Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 116 increasing their positions, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+8
Holders Change %
+2.72%
% of All Funds
6.63%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.29%
New
28
Increased
116
Reduced
86
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
126
Advisory Services Network
Georgia
$1.09M
PI
127
PFS Investments
Georgia
$1.09M +$358K +3,361 +49%
GBT
128
Grove Bank & Trust
Florida
$1.09M
EWA
129
ERTS Wealth Advisors
Michigan
$1.08M +$458K +4,303 +74%
UR
130
USCA RIA
Texas
$1.06M +$588K +5,516 +124%
JCM
131
Jacobsen Capital Management
Utah
$1.06M +$1.81K +17 +0.2%
CS
132
Comerica Securities
Michigan
$1.04M -$35.2K -330 -3%
WPC
133
White Pine Capital
Minnesota
$1.03M +$271K +2,547 +36%
IWC
134
Integrated Wealth Concepts
Massachusetts
$1.03M +$1.03M +9,631 New
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$1.03M +$998K +9,375 +3,750%
WLIM
136
White Lighthouse Investment Management
Massachusetts
$1.01M
WCF
137
West Coast Financial
California
$1M -$143K -1,345 -13%
OC
138
Oppenheimer & Co
New York
$976K -$265K -2,489 -21%
KL
139
KWMG LLC
Kansas
$975K -$4.8K -45 -0.5%
RA
140
Riversedge Advisors
Delaware
$964K
HS
141
Horan Securities
United States
$901K -$13.7K -129 -2%
IWP
142
Icon Wealth Partners
Texas
$893K -$65.5K -615 -7%
RJT
143
Raymond James Trust
Florida
$886K
AC
144
Alexandria Capital
Virginia
$875K
BWP
145
Bernardo Wealth Planning
Pennsylvania
$871K -$95.6K -898 -10%
PWLP
146
Prio Wealth Limited Partnership
Massachusetts
$853K +$853K +8,010 New
PWA
147
Physician Wealth Advisors
Utah
$842K +$842K +7,891 New
SCA
148
Snowden Capital Advisors
New York
$826K +$82.6K +775 +11%
PPW
149
Pasadena Private Wealth
California
$783K +$5.64K +53 +0.7%
GPA
150
Guidance Point Advisors
Massachusetts
$777K +$2.98K +28 +0.4%