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iShares Short-Term National Muni Bond ETF

302 hedge funds and large institutions have $1.62B invested in iShares Short-Term National Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 116 increasing their positions, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+8
Holders Change %
+2.72%
% of All Funds
6.63%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.29%
New
28
Increased
116
Reduced
86
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFM
176
Broadview Financial Management
Wisconsin
$576K -$13.9K -130 -2%
GIM
177
Greenwich Investment Management
Connecticut
$573K -$232K -2,175 -29%
BPA
178
Beacon Pointe Advisors
California
$565K +$565K +5,311 New
VA
179
Valmark Advisers
Ohio
$553K -$426 -4 -0.1%
AFC
180
AFT Forsyth & Company
Florida
$549K
LPT
181
Legacy Private Trust
Wisconsin
$544K -$352K -3,305 -39%
CL
182
CPWM LLC
Washington
$543K +$2.13K +20 +0.4%
WP
183
WealthSource Partners
California
$532K +$148K +1,391 +39%
EBT
184
Enterprise Bank & Trust
Massachusetts
$531K -$53.3K -500 -9%
TIA
185
Traphagen Investment Advisors
New Jersey
$513K
CAN
186
Cetera Advisor Networks
California
$513K +$255K +2,385 +99%
Bessemer Group
187
Bessemer Group
New Jersey
$500K +$95.7K +900 +24%
APA
188
American Portfolios Advisors
New York
$489K -$4.58K -43 -0.9%
AIP
189
Ameritas Investment Partners
Nebraska
$476K -$426 -4 -0.1%
JWS
190
Juncture Wealth Strategies
Arizona
$473K +$2.13K +20 +0.5%
CISOA
191
Capital Investment Services of America
Wisconsin
$453K
CWM
192
Cornerstone Wealth Management
Missouri
$452K -$106K -998 -19%
PCG
193
Private Capital Group
Connecticut
$449K +$276K +2,591 +160%
DCM
194
Dimension Capital Management
Florida
$442K +$442K +4,148 New
BCM
195
BTC Capital Management
Iowa
$437K
CFGF
196
Compass Financial Group (Florida)
Florida
$432K
WAOTB
197
Wealth Advisors of Tampa Bay
Florida
$429K
OAM
198
Occidental Asset Management
California
$429K
LNC
199
Lincoln National Corp
Pennsylvania
$427K +$167K +1,570 +64%
GAM
200
Gemmer Asset Management
California
$423K