SUB icon

iShares Short-Term National Muni Bond ETF

296 hedge funds and large institutions have $1.45B invested in iShares Short-Term National Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+20
Holders Change %
+7.25%
% of All Funds
6.42%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
44
Increased
124
Reduced
82
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RBCM
151
Raub Brock Capital Management
California
$610K
KP
152
Keel Point
Alabama
$593K +$593K +5,598 New
EBT
153
Enterprise Bank & Trust
Massachusetts
$592K +$592K +5,585 New
CTA
154
Chesley Taft & Associates
Illinois
$588K +$169K +1,599 +40%
BCM
155
BTC Capital Management
Iowa
$581K -$62.4K -588 -10%
AFC
156
AFT Forsyth & Company
Florida
$572K
SWP
157
Stratos Wealth Partners
Ohio
$540K +$220K +2,075 +69%
CL
158
CPWM LLC
Washington
$536K +$1.48K +14 +0.3%
JWS
159
Juncture Wealth Strategies
Arizona
$536K +$127K +1,203 +31%
EFSCE
160
Enterprise Financial Services Corp (EFSC)
Missouri
$533K +$301K +2,845 +130%
PCG
161
Private Capital Group
Connecticut
$523K +$212 +2 +0%
IWP
162
Icon Wealth Partners
Texas
$520K +$215K +2,031 +71%
TIA
163
Traphagen Investment Advisors
New Jersey
$511K +$511K +4,819 New
CFS
164
Ceros Financial Services
Maryland
$501K +$501K +4,730 New
AP
165
Advisors Preferred
Maryland
$501K +$501K +4,730 New
WFWM
166
Wechter Feldman Wealth Management
New Jersey
$491K -$161K -1,515 -25%
RJT
167
Raymond James Trust
Florida
$482K +$482K +4,543 New
APA
168
American Portfolios Advisors
New York
$478K +$26.6K +251 +6%
CA
169
Calton & Associates
Florida
$469K -$11.1K -105 -2%
AIP
170
Ameritas Investment Partners
Nebraska
$464K -$2.12K -20 -0.5%
PPW
171
Pasadena Private Wealth
California
$457K +$179K +1,693 +65%
CCA
172
Clearwater Capital Advisors
Illinois
$456K
VA
173
Valmark Advisers
Ohio
$456K +$170K +1,606 +60%
HCIA
174
Hochman Cole Investment Advisors
Illinois
$453K -$187K -1,764 -29%
GAM
175
Gemmer Asset Management
California
$450K