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iShares Short-Term National Muni Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

6% more capital invested

Capital invested by funds: $1.87B → $1.98B (+$104M)

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

2% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 128

0.25% less ownership

Funds ownership: 68.59%68.34% (-0.25%)

1% less funds holding

Funds holding: 374370 (-4)

Holders
370
Holders Change
-4
Holders Change %
-1.07%
% of All Funds
8.15%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Confluence Wealth Management
Oregon
$1.19M -$306K -2,876 -21%
SBL
152
Sargent Bickham Lagudis
Colorado
$1.18M -$248K -2,335 -17%
AWS
153
Arkfeld Wealth Strategies
Nebraska
$1.18M -$1.98M -18,665 -63%
CCA
154
Clearwater Capital Advisors
Illinois
$1.16M
BFG
155
Beacon Financial Group
Texas
$1.13M +$372K +3,500 +49%
WA
156
Winfield Associates
Ohio
$1.12M
Lido Advisors
157
Lido Advisors
California
$1.11M +$806K +7,582 +267%
SCA
158
Snowden Capital Advisors
New York
$1.1M +$232K +2,184 +27%
SAG
159
Spotlight Asset Group
Illinois
$1.09M
IWP
160
Icon Wealth Partners
Texas
$1.03M +$195K +1,833 +23%
SWP
161
Stratos Wealth Partners
Ohio
$1.02M -$699K -6,573 -41%
WLIM
162
White Lighthouse Investment Management
Massachusetts
$1.01M
SCA
163
Stillwater Capital Advisors
Pennsylvania
$996K
AA
164
Ancora Advisors
Ohio
$991K +$991K +9,324 New
KL
165
KWMG LLC
Kansas
$986K -$59.2K -557 -6%
CRCM
166
Corbett Road Capital Management
Virginia
$971K -$50.3K -473 -5%
BCM
167
BTC Capital Management
Iowa
$942K +$506K +4,755 +116%
RJT
168
Raymond James Trust
Florida
$931K +$46.4K +436 +5%
TSS
169
Two Sigma Securities
New York
$913K +$914K +8,591 New
TCBWMS
170
Texas Capital Bank Wealth Management Services
Texas
$882K -$797K -7,493 -47%
BRC
171
BHF RG Capital
Arizona
$864K
AC
172
Alexandria Capital
Virginia
$848K -$25K -235 -3%
LNC
173
Lincoln National Corp
Pennsylvania
$830K +$1.91K +18 +0.2%
GWM
174
Geneos Wealth Management
Colorado
$830K +$145K +1,367 +21%
ECM
175
Exchange Capital Management
Michigan
$819K +$250K +2,355 +44%