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iShares Short-Term National Muni Bond ETF

229 hedge funds and large institutions have $1.01B invested in iShares Short-Term National Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+10
Holders Change %
+4.57%
% of All Funds
5.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
28
Increased
80
Reduced
69
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
151
WealthShield Partners
North Carolina
$343K
Citigroup
152
Citigroup
New York
$342K +$163K +1,557 +91%
AWE
153
Avidian Wealth Enterprises
Texas
$336K +$78K +744 +30%
Lido Advisors
154
Lido Advisors
California
$320K
FFA
155
First Foundation Advisors
California
$317K +$317K +3,031 New
FNT
156
First National Trust
Pennsylvania
$315K
CCA
157
Clearwater Capital Advisors
Illinois
$314K -$96.4K -921 -23%
WP
158
WealthSource Partners
California
$314K
SPC
159
Sigma Planning Corp
Michigan
$312K +$315 +3 +0.1%
AIP
160
Almanack Investment Partners
Pennsylvania
$312K +$312K +2,991 New
HTC
161
Haverford Trust Company
Pennsylvania
$311K
CTA
162
Chesley Taft & Associates
Illinois
$309K
VA
163
Valmark Advisers
Ohio
$292K -$37K -353 -11%
AWMS
164
Advocacy Wealth Management Services
Georgia
$290K
CISOA
165
Capital Investment Services of America
Wisconsin
$288K
DF
166
Donoghue Forlines
Massachusetts
$288K +$288K +2,749 New
KeyBank National Association
167
KeyBank National Association
Ohio
$274K
BSWM
168
Boston Standard Wealth Management
Massachusetts
$273K +$273K +2,610 New
BSB
169
Bangor Savings Bank
Maine
$269K
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$268K
APP
171
Avantax Planning Partners
Iowa
$264K +$264K +2,521 New
1CP
172
1607 Capital Partners
Virginia
$262K +$262K +2,500 New
MWM
173
Mission Wealth Management
California
$255K -$11K -105 -4%
BWP
174
BSW Wealth Partners
Colorado
$251K -$710K -14,135 -74%
SWP
175
Stratos Wealth Partners
Ohio
$250K -$96.3K -919 -28%