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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

374 hedge funds and large institutions have $1.87B invested in iShares Short-Term National Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 160 increasing their positions, 69 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+72
Holders Change %
+23.84%
% of All Funds
7.39%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.36%
New
87
Increased
160
Reduced
69
Closed
11
Calls
$15K
Puts
–
Net Calls
+$15K
Net Calls Change
+$15K

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
+$29.5M
2
KIM
Karpus Investment Management
New York
+$13.8M
3
SEI Investments
SEI Investments
Pennsylvania
+$12.9M
4
WWM
Windsor Wealth Management
Indiana
+$10.4M
5
ZCA
Zeke Capital Advisors
Pennsylvania
+$10.2M

Top Sellers

1
DF
Donoghue Forlines
Massachusetts
-$15.2M
2
UBS AM
UBS AM
Illinois
-$8.66M
3
CCM
Coldstream Capital Management
Washington
-$4.99M
4
MNG
Manning & Napier Group
New York
-$3.76M
5
PAG
Private Advisor Group
New Jersey
-$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
176
Oppenheimer & Co
New York
$847K -$131K -1,225 -13%
IWP
177
Icon Wealth Partners
Texas
$842K -$52.7K -494 -6%
LNC
178
Lincoln National Corp
Pennsylvania
$832K +$404K +3,785 +94%
HSWM
179
Hubbell Strickland Wealth Management
Louisiana
$818K +$51K +478 +7%
FC
180
FCA Corp
Texas
$785K +$20.3K +190 +3%
GPA
181
Guidance Point Advisors
Massachusetts
$780K +$1.07K +10 +0.1%
FWP
182
FAS Wealth Partners
Kansas
$776K +$18.8K +176 +2%
IA
183
IFP Advisors
Florida
$770K -$4.05K -38 -0.5%
SW
184
SVB Wealth
Massachusetts
$768K +$768K +7,189 New
SP
185
Symmetry Partners
Connecticut
$763K – – –
BFG
186
Beacon Financial Group
Texas
$761K – – –
IA
187
IFG Advisory
Georgia
$761K +$25.8K +242 +4%
TL
188
TrueWealth LLC
Georgia
$760K – – –
SCG
189
Sonata Capital Group
Washington
$751K – – –
DI
190
Disciplined Investments
Oklahoma
$751K +$751K +7,031 New
RA
191
Riversedge Advisors
Delaware
$747K -$214K -2,006 -22%
RBCM
192
Raub Brock Capital Management
California
$712K +$2.03K +19 +0.3%
PWLP
193
Prio Wealth Limited Partnership
Massachusetts
$710K -$146K -1,365 -17%
WC
194
Whitney & Co
New York
$699K +$109K +1,018 +18%
HPWM
195
Highland Private Wealth Management
Washington
$697K +$5.88K +55 +0.9%
GWM
196
Geneos Wealth Management
Colorado
$685K -$1.1M -10,280 -62%
PPW
197
Pasadena Private Wealth
California
$684K -$101K -944 -13%
BUB
198
BBVA USA Bancshares
Texas
$650K +$32.4K +303 +5%
First Trust Advisors
199
First Trust Advisors
Illinois
$647K +$10.1K +95 +2%
RHP
200
Royal Harbor Partners
Texas
$640K +$640K +5,993 New
6 7
8
9 10