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iShares Short-Term National Muni Bond ETF

276 hedge funds and large institutions have $1.38B invested in iShares Short-Term National Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 95 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+47
Holders Change %
+20.52%
% of All Funds
6.16%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
66
Increased
95
Reduced
74
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
176
Gould Asset Management
California
$374K +$165K +1,570 +79%
Principal Financial Group
177
Principal Financial Group
Iowa
$367K +$367K +3,481 New
BCM
178
Boltwood Capital Management
California
$366K
AWE
179
Avidian Wealth Enterprises
Texas
$361K +$22.8K +216 +7%
FNT
180
First National Trust
Pennsylvania
$353K +$36.8K +350 +12%
BWA
181
BDO Wealth Advisors
Florida
$348K -$422K -4,000 -55%
WP
182
WealthShield Partners
North Carolina
$345K
LNC
183
Lincoln National Corp
Pennsylvania
$339K -$42.1K -399 -11%
HPWM
184
Highland Private Wealth Management
Washington
$328K -$140K -1,328 -30%
FFA
185
First Foundation Advisors
California
$320K +$842 +8 +0.3%
SFS
186
Sowell Financial Services
Arkansas
$319K +$319K +3,027 New
SWP
187
Stratos Wealth Partners
Ohio
$318K +$66.4K +630 +26%
WP
188
WealthSource Partners
California
$316K
HTC
189
Haverford Trust Company
Pennsylvania
$313K
TCM
190
TD Capital Management
Tennessee
$312K +$278K +2,637 +809%
IWP
191
Icon Wealth Partners
Texas
$303K +$52.2K +495 +21%
QCMC
192
Quantum Capital Management (California)
California
$300K -$54.1K -513 -15%
AIP
193
Almanack Investment Partners
Pennsylvania
$294K -$21.1K -200 -7%
MAS
194
Managed Account Services
Florida
$293K +$293K +2,784 New
CISOA
195
Capital Investment Services of America
Wisconsin
$290K
SF
196
Summit Financial
New Jersey
$287K +$287K +2,723 New
VA
197
Valmark Advisers
Ohio
$284K -$9.58K -91 -3%
CASB
198
Cape Ann Savings Bank
Massachusetts
$283K -$153K -1,450 -35%
OFG
199
Omega Financial Group
California
$283K +$283K +2,685 New
KeyBank National Association
200
KeyBank National Association
Ohio
$276K