SUB icon

iShares Short-Term National Muni Bond ETF

302 hedge funds and large institutions have $1.62B invested in iShares Short-Term National Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 116 increasing their positions, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+8
Holders Change %
+2.72%
% of All Funds
6.63%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.29%
New
28
Increased
116
Reduced
86
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
151
IFP Advisors
Florida
$774K +$774K +7,256 New
EWM
152
Empirical Wealth Management
Washington
$769K
HSWM
153
Hubbell Strickland Wealth Management
Louisiana
$766K +$766K +7,186 New
SP
154
Symmetry Partners
Connecticut
$763K -$8.63K -81 -1%
FC
155
FCA Corp
Texas
$763K -$7.45K -70 -1%
BFG
156
Beacon Financial Group
Texas
$759K
TL
157
TrueWealth LLC
Georgia
$758K +$3.41K +32 +0.5%
FWP
158
FAS Wealth Partners
Kansas
$756K -$31K -291 -4%
SCG
159
Sonata Capital Group
Washington
$750K
CCA
160
Clearwater Capital Advisors
Illinois
$735K +$128K +1,200 +21%
IA
161
IFG Advisory
Georgia
$733K +$733K +6,886 New
RBCM
162
Raub Brock Capital Management
California
$708K
Baird Financial Group
163
Baird Financial Group
Wisconsin
$704K +$49K +460 +7%
HPWM
164
Highland Private Wealth Management
Washington
$689K +$195K +1,832 +40%
WWM
165
Windsor Wealth Management
Indiana
$687K -$419K -3,931 -38%
AP
166
Advisors Preferred
Maryland
$666K +$160K +1,500 +32%
First Trust Advisors
167
First Trust Advisors
Illinois
$636K -$123K -1,157 -16%
BWP
168
BSW Wealth Partners
Colorado
$631K -$144K -1,350 -19%
BAS
169
Brown Advisory Securities
Maryland
$625K -$55.5K -521 -8%
CA
170
Calton & Associates
Florida
$621K +$128K +1,197 +26%
BUB
171
BBVA USA Bancshares
Texas
$616K +$2.56K +24 +0.4%
BF
172
BOK Financial
Oklahoma
$595K +$52.8K +495 +10%
WC
173
Whitney & Co
New York
$589K +$589K +5,527 New
EWA
174
EP Wealth Advisors
California
$584K +$256K +2,400 +78%
CAG
175
Crestwood Advisors Group
Massachusetts
$581K +$38.9K +365 +7%