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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

374 hedge funds and large institutions have $1.87B invested in iShares Short-Term National Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 160 increasing their positions, 69 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+72
Holders Change %
+23.84%
% of All Funds
7.39%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.36%
New
87
Increased
160
Reduced
69
Closed
11
Calls
$15K
Puts
–
Net Calls
+$15K
Net Calls Change
+$15K

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
$29.5M
2
KIM
Karpus Investment Management
New York
$35.1M
3
SEI Investments
SEI Investments
Pennsylvania
$194M
4
WWM
Windsor Wealth Management
Indiana
$11.1M
5
ZCA
Zeke Capital Advisors
Pennsylvania
$10.2M

Top Sellers

1
DF
Donoghue Forlines
Massachusetts
$7.81M
2
UBS AM
UBS AM
Illinois
$0
3
CCM
Coldstream Capital Management
Washington
$1.71M
4
MNG
Manning & Napier Group
New York
$3.75M
5
PAG
Private Advisor Group
New Jersey
$3.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
126
Coldstream Capital Management
Washington
$1.71M -$4.99M -46,749 -75%
I
127
IberiaBank
Louisiana
$1.7M +$33K +309 +2%
EWA
128
ERTS Wealth Advisors
Michigan
$1.69M +$609K +5,709 +57%
TCBWMS
129
Texas Capital Bank Wealth Management Services
Texas
$1.69M +$1.69M +15,787 New
LWS
130
Lucia Wealth Services
California
$1.68M -$121K -1,136 -7%
AA
131
Alesco Advisors
New York
$1.67M -$240K -2,249 -13%
PCWA
132
Pacific Capital Wealth Advisors
California
$1.65M +$1.65M +15,486 New
PI
133
PFS Investments
Georgia
$1.61M +$516K +4,834 +47%
BWA
134
Beam Wealth Advisors
Louisiana
$1.56M +$1.56M +14,636 New
ASN
135
Advisory Services Network
Georgia
$1.55M +$456K +4,271 +42%
NA
136
NewEdge Advisors
Louisiana
$1.55M +$114K +1,071 +8%
PGA
137
Portland Global Advisors
Maine
$1.54M +$1.54M +14,455 New
William Blair & Company
138
William Blair & Company
Illinois
$1.52M +$124K +1,157 +9%
SW
139
SteelPeak Wealth
California
$1.52M +$1.52M +14,276 New
CWM
140
Confluence Wealth Management
Oregon
$1.5M -$10.7K -100 -0.7%
LG
141
LaFleur & Godfrey
Michigan
$1.47M -$27.8K -260 -2%
SBL
142
Sargent Bickham Lagudis
Colorado
$1.43M -$132K -1,236 -8%
PFO
143
Pathstone Family Office
New Jersey
$1.43M – – –
SAM
144
SP Asset Management
California
$1.43M +$3.74K +35 +0.3%
CIA
145
Capital Investment Advisors
Georgia
$1.4M +$120K +1,124 +9%
IWC
146
Integrated Wealth Concepts
Massachusetts
$1.39M +$366K +3,428 +36%
UR
147
USCA RIA
Texas
$1.36M +$296K +2,774 +28%
WT
148
Whittier Trust
California
$1.3M – – –
EWM
149
Elmwood Wealth Management
California
$1.24M +$10.7K +100 +0.9%
GBT
150
Grove Bank & Trust
Florida
$1.21M +$116K +1,087 +11%
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