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iShares Short-Term National Muni Bond ETF

294 hedge funds and large institutions have $1.55B invested in iShares Short-Term National Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 135 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
6.4%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.24%
New
22
Increased
135
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
176
Crestwood Advisors Group
Massachusetts
$543K +$253K +2,375 +87%
BF
177
BOK Financial
Oklahoma
$542K +$542K +5,086 New
CL
178
CPWM LLC
Washington
$541K +$2.13K +20 +0.4%
EFSCE
179
Enterprise Financial Services Corp (EFSC)
Missouri
$536K
TIA
180
Traphagen Investment Advisors
New Jersey
$513K
AP
181
Advisors Preferred
Maryland
$506K +$2.13K +20 +0.4%
CA
182
Calton & Associates
Florida
$494K +$22.6K +212 +5%
HPWM
183
Highland Private Wealth Management
Washington
$494K +$147K +1,382 +42%
APA
184
American Portfolios Advisors
New York
$494K +$12.8K +120 +3%
AIP
185
Ameritas Investment Partners
Nebraska
$476K +$9.57K +90 +2%
UR
186
USCA RIA
Texas
$474K +$101K +950 +27%
JWS
187
Juncture Wealth Strategies
Arizona
$471K -$68.5K -642 -13%
HCIA
188
Hochman Cole Investment Advisors
Illinois
$458K +$2.34K +22 +0.5%
CISOA
189
Capital Investment Services of America
Wisconsin
$453K
BCM
190
BTC Capital Management
Iowa
$437K -$146K -1,375 -25%
CFGF
191
Compass Financial Group (Florida)
Florida
$432K
WAOTB
192
Wealth Advisors of Tampa Bay
Florida
$429K
OAM
193
Occidental Asset Management
California
$429K
DWM
194
Dakota Wealth Management
Florida
$428K +$428K +4,011 New
GAM
195
Gemmer Asset Management
California
$423K -$29.3K -275 -6%
TFF
196
The Family Firm
Maryland
$418K -$4.37K -41 -1%
Bessemer Group
197
Bessemer Group
New Jersey
$405K
EWM
198
Endurance Wealth Management
Rhode Island
$393K
CCM
199
Crabel Capital Management
California
$385K
WP
200
WealthSource Partners
California
$383K +$4.36K +41 +1%