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iShares Short-Term National Muni Bond ETF

370 hedge funds and large institutions have $1.98B invested in iShares Short-Term National Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 130 increasing their positions, 128 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

6% more capital invested

Capital invested by funds: $1.87B → $1.98B (+$104M)

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

2% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 128

0.25% less ownership

Funds ownership: 68.59%68.34% (-0.25%)

1% less funds holding

Funds holding: 374370 (-4)

Holders
370
Holders Change
-4
Holders Change %
-1.07%
% of All Funds
8.15%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.44%
New
49
Increased
130
Reduced
128
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
126
SteelPeak Wealth
California
$1.61M +$92.6K +871 +6%
GBT
127
Grove Bank & Trust
Florida
$1.6M +$393K +3,700 +33%
ASN
128
Advisory Services Network
Georgia
$1.59M +$42.7K +402 +3%
CCG
129
Cypress Capital Group
Florida
$1.56M +$479K +4,500 +44%
AA
130
Alesco Advisors
New York
$1.56M -$104K -975 -6%
PI
131
PFS Investments
Georgia
$1.56M -$46.3K -435 -3%
EWM
132
Elmwood Wealth Management
California
$1.56M +$345K +3,246 +28%
IWMA
133
Ironwood Wealth Management (Arizona)
Arizona
$1.55M -$480K -4,515 -24%
HNB
134
Huntington National Bank
Ohio
$1.52M
William Blair & Company
135
William Blair & Company
Illinois
$1.52M +$851 +8 +0.1%
BSW
136
Buckingham Strategic Wealth
Missouri
$1.5M -$973K -9,148 -39%
BWA
137
Beam Wealth Advisors
Louisiana
$1.48M -$75.1K -706 -5%
LG
138
LaFleur & Godfrey
Michigan
$1.46M
I
139
IberiaBank
Louisiana
$1.45M -$241K -2,262 -14%
SAM
140
SP Asset Management
California
$1.42M +$957 +9 +0.1%
CIA
141
Capital Investment Advisors
Georgia
$1.4M -$1.59K -15 -0.1%
A
142
AdvicePeriod
California
$1.37M +$877K +8,251 +179%
IWM
143
IHT Wealth Management
Illinois
$1.37M -$1.7M -15,984 -55%
IWC
144
Integrated Wealth Concepts
Massachusetts
$1.31M -$77.4K -728 -6%
UR
145
USCA RIA
Texas
$1.3M -$49.4K -465 -4%
AIA
146
Armor Investment Advisors
North Carolina
$1.29M +$917K +8,623 +244%
WT
147
Whittier Trust
California
$1.29M -$5.32K -50 -0.4%
NGA
148
Naples Global Advisors
Florida
$1.28M +$126K +1,185 +11%
WTC
149
WhitTier Trust Company
Nevada
$1.23M +$53.2K +500 +5%
EA
150
Emerald Advisors
Washington
$1.22M +$1.22M +11,440 New