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iShares Short-Term National Muni Bond ETF

472 hedge funds and large institutions have $2.58B invested in iShares Short-Term National Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 201 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+49
Holders Change %
+11.58%
% of All Funds
8.37%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
89
Increased
201
Reduced
105
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
126
Snowden Capital Advisors
New York
$2.66M +$833K +7,704 +45%
UCFA
127
United Capital Financial Advisors
Texas
$2.65M +$189K +1,744 +8%
VPIM
128
Vanguard Personalized Indexing Management
California
$2.63M +$2.4M +22,212 +1,035%
AAM
129
Autus Asset Management
Arizona
$2.55M +$17.1K +158 +0.7%
M&T Bank
130
M&T Bank
New York
$2.48M -$4.38M -40,497 -64%
AWA
131
Aaron Wealth Advisors
Illinois
$2.47M +$2.47M +22,887 New
APP
132
Avantax Planning Partners
Iowa
$2.44M -$264K -2,437 -10%
RJT
133
Raymond James Trust
Florida
$2.44M
CWM
134
Cahaba Wealth Management
Georgia
$2.37M +$43.1K +399 +2%
PP
135
PrairieView Partners
Minnesota
$2.34M +$27.1K +251 +1%
WAG
136
Winthrop Advisory Group
Massachusetts
$2.33M -$313K -2,897 -12%
PAG
137
Private Advisor Group
New Jersey
$2.32M +$663K +6,129 +40%
PFM
138
Phillips Financial Management
Indiana
$2.31M -$1.29M -11,887 -36%
Truist Financial
139
Truist Financial
North Carolina
$2.29M -$1.61M -14,944 -41%
HighTower Advisors
140
HighTower Advisors
Illinois
$2.24M +$127K +1,176 +6%
IA
141
IFS Advisors
Kansas
$2.21M +$2.21M +20,486 New
William Blair & Company
142
William Blair & Company
Illinois
$2.16M +$144K +1,334 +7%
FCIM
143
Fairview Capital Investment Management
California
$2.16M -$10.8K -100 -0.5%
WF
144
Williams Financial
Vermont
$2.08M +$2.08M +19,234 New
NWM
145
Northwest Wealth Management
Iowa
$2.05M
AIA
146
Alera Investment Advisors
Illinois
$2.04M -$300K -2,775 -13%
NA
147
NewEdge Advisors
Louisiana
$2.04M +$293K +2,706 +17%
Franklin Resources
148
Franklin Resources
California
$2.02M +$1.75M +16,145 +628%
IWC
149
Integrated Wealth Concepts
Massachusetts
$1.97M -$323K -2,987 -14%
AI
150
Atria Investments
North Carolina
$1.97M +$79.9K +739 +4%