We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

400 hedge funds and large institutions have $2.2B invested in iShares Short-Term National Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 142 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 35

22% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 116

11% more capital invested

Capital invested by funds: $1.98B → $2.2B (+$226M)

8% more funds holding

Funds holding: 370400 (+30)

2.09% less ownership

Funds ownership: 68.34%66.24% (-2.1%)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

Holders
400
Holders Change
+30
Holders Change %
+8.11%
% of All Funds
8.2%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.31%
New
66
Increased
142
Reduced
116
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
151
Naples Global Advisors
Florida
$1.38M +$83K +775 +6%
CIA
152
Capital Investment Advisors
Georgia
$1.37M -$49.7K -464 -4%
EWM
153
Elmwood Wealth Management
California
$1.36M -$240K -2,246 -15%
BFG
154
Beacon Financial Group
Texas
$1.32M +$24K +224 +2%
EA
155
Emerald Advisors
Washington
$1.3M +$64.1K +599 +5%
WTC
156
WhitTier Trust Company
Nevada
$1.25M
SBL
157
Sargent Bickham Lagudis
Colorado
$1.19M -$11.2K -105 -0.9%
HNB
158
Huntington National Bank
Ohio
$1.14M
SAG
159
Spotlight Asset Group
Illinois
$1.1M -$6.53K -61 -0.6%
WA
160
Winfield Associates
Ohio
$1.09M -$53.5K -500 -5%
CWM
161
Confluence Wealth Management
Oregon
$1.05M -$151K -1,408 -13%
WLIM
162
White Lighthouse Investment Management
Massachusetts
$1.02M
SCA
163
Stillwater Capital Advisors
Pennsylvania
$1.01M
AA
164
Ancora Advisors
Ohio
$1.01M
KL
165
KWMG LLC
Kansas
$998K -$2.03K -19 -0.2%
SFS
166
Sowell Financial Services
Arkansas
$982K -$2.43M -22,686 -71%
TL
167
TrueWealth LLC
Georgia
$974K +$183K +1,710 +23%
DBT
168
Dubuque Bank & Trust
Iowa
$967K +$537K +5,018 +127%
OC
169
Oppenheimer & Co
New York
$965K +$283K +2,645 +42%
BCM
170
BTC Capital Management
Iowa
$955K
RJT
171
Raymond James Trust
Florida
$944K
TCBWMS
172
Texas Capital Bank Wealth Management Services
Texas
$924K +$28.9K +270 +3%
CRCM
173
Corbett Road Capital Management
Virginia
$916K -$67.9K -634 -7%
CAG
174
Crestwood Advisors Group
Massachusetts
$907K +$114K +1,060 +14%
AP
175
Advisors Preferred
Maryland
$893K +$239K +2,230 +37%