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iShares Short-Term National Muni Bond ETF

400 hedge funds and large institutions have $2.2B invested in iShares Short-Term National Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 142 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+30
Holders Change %
+8.11%
% of All Funds
8.22%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.31%
New
66
Increased
142
Reduced
116
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OMC
176
Old Mission Capital
Illinois
$875K +$875K +8,111 New
FWP
177
FAS Wealth Partners
Kansas
$868K +$93.7K +868 +12%
ECM
178
Exchange Capital Management
Michigan
$858K +$26.4K +245 +3%
GAM
179
Gould Asset Management
California
$854K +$483K +4,480 +130%
PWLP
180
Prio Wealth Limited Partnership
Massachusetts
$848K +$49.6K +460 +6%
IA
181
IFG Advisory
Georgia
$838K +$61.9K +574 +8%
CTA
182
Chesley Taft & Associates
Illinois
$830K +$830K +7,695 New
CA
183
Calton & Associates
Florida
$826K +$434K +4,022 +111%
FSG
184
Financial Strategies Group
Michigan
$823K +$409K +3,796 +99%
WPC
185
White Pine Capital
Minnesota
$819K +$312K +2,891 +61%
AWM
186
AE Wealth Management
Kansas
$810K +$555K +5,147 +218%
IA
187
IFP Advisors
Florida
$795K -$432 -4 -0.1%
WCF
188
West Coast Financial
California
$795K
FC
189
FCA Corp
Texas
$784K -$35.6K -330 -4%
PWA
190
Physician Wealth Advisors
Utah
$772K -$35.5K -328 -4%
TFA
191
Teamwork Financial Advisors
Texas
$772K +$772K +7,159 New
PAS
192
Park Avenue Securities
New York
$761K +$761K +7,056 New
SCG
193
Sonata Capital Group
Washington
$759K
AC
194
Alexandria Capital
Virginia
$758K -$102K -950 -12%
GPA
195
Guidance Point Advisors
Massachusetts
$757K +$2.8K +26 +0.4%
DI
196
Disciplined Investments
Oklahoma
$739K -$29.1K -270 -4%
GT
197
Glenview Trust
Kentucky
$725K
DIA
198
Dean Investment Associates
Ohio
$717K
FTUS
199
Flow Traders U.S.
New York
$701K +$701K +6,502 New
LPT
200
Legacy Private Trust
Wisconsin
$698K +$340K +3,157 +95%