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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

374 hedge funds and large institutions have $1.87B invested in iShares Short-Term National Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 160 increasing their positions, 69 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+72
Holders Change %
+23.84%
% of All Funds
7.39%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.36%
New
87
Increased
160
Reduced
69
Closed
11
Calls
$15K
Puts
–
Net Calls
+$15K
Net Calls Change
+$15K

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
$29.5M
2
KIM
Karpus Investment Management
New York
$35.1M
3
SEI Investments
SEI Investments
Pennsylvania
$194M
4
WWM
Windsor Wealth Management
Indiana
$11.1M
5
ZCA
Zeke Capital Advisors
Pennsylvania
$10.2M

Top Sellers

1
DF
Donoghue Forlines
Massachusetts
$7.81M
2
UBS AM
UBS AM
Illinois
$0
3
CCM
Coldstream Capital Management
Washington
$1.71M
4
MNG
Manning & Napier Group
New York
$3.75M
5
PAG
Private Advisor Group
New Jersey
$3.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
151
WhitTier Trust Company
Nevada
$1.18M – – –
CCA
152
Clearwater Capital Advisors
Illinois
$1.16M +$427K +4,000 +58%
NGA
153
Naples Global Advisors
Florida
$1.16M +$34.7K +325 +3%
AssetMark Inc
154
AssetMark Inc
California
$1.13M +$17.3K +162 +2%
WPC
155
White Pine Capital
Minnesota
$1.13M +$101K +949 +10%
WA
156
Winfield Associates
Ohio
$1.13M -$26.7K -250 -2%
HS
157
Horan Securities
United States
$1.12M +$220K +2,062 +24%
SAG
158
Spotlight Asset Group
Illinois
$1.1M +$1.1M +10,295 New
NFP
159
Narus Financial Partners
Utah
$1.09M -$33.1K -310 -3%
CCG
160
Cypress Capital Group
Florida
$1.09M -$42.7K -400 -4%
JCM
161
Jacobsen Capital Management
Utah
$1.06M +$2.35K +22 +0.2%
KL
162
KWMG LLC
Kansas
$1.05M +$72.7K +681 +7%
WCF
163
West Coast Financial
California
$1.03M +$24.5K +230 +2%
FI
164
FormulaFolio Investments
Michigan
$1.03M -$734K -6,872 -42%
CRCM
165
Corbett Road Capital Management
Virginia
$1.03M +$1.03M +9,605 New
WLIM
166
White Lighthouse Investment Management
Massachusetts
$1.01M – – –
SCA
167
Stillwater Capital Advisors
Pennsylvania
$1M +$1M +9,370 New
RJT
168
Raymond James Trust
Florida
$888K – – –
MWM
169
Merriman Wealth Management
Washington
$880K +$880K +8,240 New
BWP
170
Bernardo Wealth Planning
Pennsylvania
$878K +$5.02K +47 +0.6%
BWP
171
BSW Wealth Partners
Colorado
$878K +$246K +2,306 +39%
AC
172
Alexandria Capital
Virginia
$877K – – –
PWA
173
Physician Wealth Advisors
Utah
$872K +$28.3K +265 +3%
SCA
174
Snowden Capital Advisors
New York
$870K +$42.3K +396 +5%
BRC
175
BHF RG Capital
Arizona
$869K +$869K +8,137 New
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7
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