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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

370 hedge funds and large institutions have $1.98B invested in iShares Short-Term National Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 130 increasing their positions, 128 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-4
Holders Change %
-1.07%
% of All Funds
8.17%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.44%
New
49
Increased
130
Reduced
128
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$219M
2
Jane Street
Jane Street
New York
$34.4M
3
Bank of America
Bank of America
North Carolina
$241M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$21.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$67.2M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
$167M
2
OWM
Orgel Wealth Management
Wisconsin
$9.8M
3
KIM
Karpus Investment Management
New York
$22.8M
4
PPW
Parcion Private Wealth
Washington
$0
5
US Bancorp
US Bancorp
Minnesota
$63.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
176
FCA Corp
Texas
$807K +$25.5K +240 +3%
LWS
177
Lucia Wealth Services
California
$800K -$876K -8,241 -52%
PWA
178
Physician Wealth Advisors
Utah
$794K -$74.8K -702 -9%
PWLP
179
Prio Wealth Limited Partnership
Massachusetts
$787K +$80.3K +755 +11%
HPWM
180
Highland Private Wealth Management
Washington
$785K +$91.9K +865 +13%
WCF
181
West Coast Financial
California
$783K -$240K -2,254 -23%
IA
182
IFP Advisors
Florida
$782K +$15.7K +148 +2%
BUB
183
BBVA USA Bancshares
Texas
$782K +$135K +1,273 +21%
CAG
184
Crestwood Advisors Group
Massachusetts
$781K +$174K +1,640 +29%
TL
185
TrueWealth LLC
Georgia
$778K +$22.3K +210 +3%
IA
186
IFG Advisory
Georgia
$765K +$7.55K +71 +1%
Deutsche Bank
187
Deutsche Bank
Germany
$765K +$504K +4,741 +193%
FWP
188
FAS Wealth Partners
Kansas
$763K -$9.89K -93 -1%
SP
189
Symmetry Partners
Connecticut
$763K +$851 +8 +0.1%
DI
190
Disciplined Investments
Oklahoma
$757K +$9.88K +93 +1%
SCG
191
Sonata Capital Group
Washington
$748K – – –
GPA
192
Guidance Point Advisors
Massachusetts
$743K -$32.8K -309 -4%
HS
193
Horan Securities
United States
$738K -$381K -3,582 -34%
GT
194
Glenview Trust
Kentucky
$715K +$715K +6,722 New
RBCM
195
Raub Brock Capital Management
California
$709K – – –
DIA
196
Dean Investment Associates
Ohio
$707K +$245K +2,300 +53%
BWP
197
Bernardo Wealth Planning
Pennsylvania
$706K -$168K -1,582 -19%
OC
198
Oppenheimer & Co
New York
$670K -$173K -1,632 -21%
PIM
199
Provident Investment Management
Michigan
$659K +$441K +4,150 +202%
APA
200
American Portfolios Advisors
New York
$649K +$59K +555 +10%
6 7
8
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