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iShares Short-Term National Muni Bond ETF

400 hedge funds and large institutions have $2.2B invested in iShares Short-Term National Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 142 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+30
Holders Change %
+8.11%
% of All Funds
8.22%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.31%
New
66
Increased
142
Reduced
116
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
126
Steward Partners Investment Advisory
New York
$2.09M +$39.9K +370 +2%
PPP
127
Private Portfolio Partners
New Jersey
$2.08M +$127K +1,179 +6%
NWM
128
Northwest Wealth Management
Iowa
$2.05M
AA
129
Alesco Advisors
New York
$1.92M +$339K +3,145 +21%
LFS
130
Lutz Financial Services
Nebraska
$1.9M +$1.9M +17,592 New
PGA
131
Portland Global Advisors
Maine
$1.89M
SCM
132
Smith Capital Management
Arkansas
$1.87M -$92.7K -860 -5%
Kovitz Investment Group Partners
133
Kovitz Investment Group Partners
Illinois
$1.81M +$1.81M +16,770 New
MWP
134
Meridian Wealth Partners
Pennsylvania
$1.8M -$100K -931 -5%
IC
135
Inscription Capital
Texas
$1.79M -$566K -5,244 -24%
GBT
136
Grove Bank & Trust
Florida
$1.77M +$152K +1,405 +9%
NA
137
NewEdge Advisors
Louisiana
$1.76M -$189K -1,754 -10%
SCA
138
Snowden Capital Advisors
New York
$1.76M +$644K +5,975 +58%
HCM
139
Horiko Capital Management
New York
$1.72M -$1.86M -17,200 -52%
SWP
140
Stratos Wealth Partners
Ohio
$1.67M +$634K +5,872 +61%
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$1.66M -$7.02M -65,090 -81%
PAG
142
Private Advisor Group
New Jersey
$1.62M -$1.44M -13,314 -47%
ASN
143
Advisory Services Network
Georgia
$1.57M -$40K -371 -2%
CCA
144
Clearwater Capital Advisors
Illinois
$1.57M +$393K +3,640 +33%
I
145
IberiaBank
Louisiana
$1.5M +$25.3K +235 +2%
AI
146
Atria Investments
North Carolina
$1.49M +$1.49M +13,832 New
William Blair & Company
147
William Blair & Company
Illinois
$1.49M -$51.7K -479 -3%
NWA
148
New World Advisors
Massachusetts
$1.46M +$1.46M +13,482 New
AIA
149
Armor Investment Advisors
North Carolina
$1.4M +$85.2K +790 +7%
LG
150
LaFleur & Godfrey
Michigan
$1.38M -$97.6K -905 -7%