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iShares Short-Term National Muni Bond ETF

209 hedge funds and large institutions have $965M invested in iShares Short-Term National Muni Bond ETF in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 78 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-6
Holders Change %
-2.79%
% of All Funds
4.8%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
19
Increased
78
Reduced
68
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QCMC
151
Quantum Capital Management (California)
California
$308K +$73.1K +698 +31%
OFG
152
OmniStar Financial Group
North Carolina
$297K -$3.15K -30 -1%
AWMS
153
Advocacy Wealth Management Services
Georgia
$290K +$59.2K +565 +26%
BUB
154
BBVA USA Bancshares
Texas
$290K +$290K +2,764 New
KeyBank National Association
155
KeyBank National Association
Ohio
$274K +$2.1K +20 +0.8%
BSWM
156
Boston Standard Wealth Management
Massachusetts
$273K +$105 +1 +0%
BSB
157
Bangor Savings Bank
Maine
$270K -$128K -1,218 -32%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$268K -$47.1K -450 -15%
GIM
159
Greenwich Investment Management
Connecticut
$262K +$262K +2,500 New
AWE
160
Avidian Wealth Enterprises
Texas
$258K +$258K +2,462 New
APA
161
American Portfolios Advisors
New York
$252K
TNBTD
162
Trustmark National Bank Trust Department
Mississippi
$251K -$245K -2,342 -49%
KWA
163
KCS Wealth Advisory
California
$251K -$29.7K -283 -11%
CG
164
Colony Group
Massachusetts
$245K +$245K +2,335 New
BBA
165
BLB&B Advisors
Pennsylvania
$243K
LIM
166
Leavell Investment Management
Alabama
$235K
FFIC
167
First Fiduciary Investment Counsel
Ohio
$234K -$4.72K -45 -2%
FAAS
168
First Allied Advisory Services
California
$231K -$40.6K -386 -15%
QPWM
169
Quadrant Private Wealth Management
Pennsylvania
$225K -$274K -2,613 Closed
GWM
170
Geneos Wealth Management
Colorado
$215K +$209 +2 +0.1%
AIP
171
Ameritas Investment Partners
Nebraska
$207K
HFS
172
HL Financial Services
Kentucky
$202K -$41.9K -400 -17%
CAL
173
Capital Advisors Ltd
Ohio
$186K
Citigroup
174
Citigroup
New York
$184K +$18.7K +178 +11%
PA
175
Parallel Advisors
California
$184K +$58.8K +562 +47%