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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

370 hedge funds and large institutions have $1.98B invested in iShares Short-Term National Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 130 increasing their positions, 128 reducing their positions, and 45 closing their positions.

Holders
370
Holders Change
-4
Holders Change %
-1.07%
% of All Funds
8.17%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.44%
New
49
Increased
130
Reduced
128
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$219M
2
Jane Street
2
Jane Street
New York
$34.4M
3
Bank of America
3
Bank of America
North Carolina
$241M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$21.4M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$167M
2
OWM
2
Orgel Wealth Management
Wisconsin
$9.8M
3
KIM
3
Karpus Investment Management
New York
$22.8M
4
PPW
4
Parcion Private Wealth
Washington
$0
5
US Bancorp
5
US Bancorp
Minnesota
$63.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
151
Confluence Wealth Management
Oregon
$1.19M 11,153 -2,876 -21%
SBL
152
Sargent Bickham Lagudis
Colorado
$1.18M 11,096 -2,335 -17%
AWS
153
Arkfeld Wealth Strategies
Nebraska
$1.18M 11,050 -18,665 -63%
CCA
154
Clearwater Capital Advisors
Illinois
$1.16M 10,900 – –
BFG
155
Beacon Financial Group
Texas
$1.13M 10,629 +3,500 +49%
WA
156
Winfield Associates
Ohio
$1.12M 10,565 – –
Lido Advisors
157
Lido Advisors
California
$1.11M 10,420 +7,582 +267%
SCA
158
Snowden Capital Advisors
New York
$1.1M 10,331 +2,184 +27%
SAG
159
Spotlight Asset Group
Illinois
$1.09M 10,295 – –
IWP
160
Icon Wealth Partners
Texas
$1.03M 9,722 +1,833 +23%
SWP
161
Stratos Wealth Partners
Ohio
$1.02M 9,560 -6,573 -41%
WLIM
162
White Lighthouse Investment Management
Massachusetts
$1.01M 9,500 – –
SCA
163
Stillwater Capital Advisors
Pennsylvania
$996K 9,370 – –
AA
164
Ancora Advisors
Ohio
$991K 9,324 +9,324 New
KL
165
KWMG LLC
Kansas
$986K 9,274 -557 -6%
CRCM
166
Corbett Road Capital Management
Virginia
$971K 9,132 -473 -5%
BCM
167
BTC Capital Management
Iowa
$942K 8,858 +4,755 +116%
RJT
168
Raymond James Trust
Florida
$931K 8,754 +436 +5%
TSS
169
Two Sigma Securities
New York
$913K 8,591 +8,591 New
TCBWMS
170
Texas Capital Bank Wealth Management Services
Texas
$882K 8,294 -7,493 -47%
BRC
171
BHF RG Capital
Arizona
$864K 8,137 – –
AC
172
Alexandria Capital
Virginia
$848K 7,978 -235 -3%
LNC
173
Lincoln National Corp
Pennsylvania
$830K 7,810 +18 +0.2%
GWM
174
Geneos Wealth Management
Colorado
$830K 7,791 +1,367 +21%
ECM
175
Exchange Capital Management
Michigan
$819K 7,709 +2,355 +44%
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7
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