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iShares Short-Term National Muni Bond ETF

472 hedge funds and large institutions have $2.58B invested in iShares Short-Term National Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 201 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+49
Holders Change %
+11.58%
% of All Funds
8.37%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
89
Increased
201
Reduced
105
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
176
Safir Wealth Advisors
New Hampshire
$1.47M +$1.47M +13,555 New
SAM
177
SP Asset Management
California
$1.45M +$2.05K +19 +0.1%
BWP
178
Bernardo Wealth Planning
Pennsylvania
$1.44M +$95.2K +881 +7%
BCA
179
Berman Capital Advisors
Georgia
$1.42M -$3.03K -28 -0.2%
SWP
180
ShoreHaven Wealth Partners
New Jersey
$1.42M +$1.42M +13,089 New
SAG
181
Spotlight Asset Group
Illinois
$1.4M +$24.8K +229 +2%
PAS
182
Park Avenue Securities
New York
$1.38M +$207K +1,916 +18%
AWM
183
AE Wealth Management
Kansas
$1.36M +$288K +2,665 +27%
CFO
184
Collective Family Office
Pennsylvania
$1.35M +$1.35M +12,440 New
APA
185
Allegiant Private Advisors
Florida
$1.34M +$1.34M +12,411 New
BSA
186
Bull Street Advisors
Georgia
$1.33M +$1.07M +9,885 +403%
SWP
187
Stratos Wealth Partners
Ohio
$1.3M -$200K -1,848 -13%
LG
188
LaFleur & Godfrey
Michigan
$1.3M -$51.4K -475 -4%
VA
189
Valmark Advisers
Ohio
$1.29M -$25.2K -233 -2%
SBL
190
Sargent Bickham Lagudis
Colorado
$1.28M
AIA
191
Armor Investment Advisors
North Carolina
$1.27M -$73.9K -684 -5%
BFG
192
Beacon Financial Group
Texas
$1.27M +$93.4K +864 +8%
HTC
193
Haverford Trust Company
Pennsylvania
$1.23M +$39.9K +369 +3%
WTC
194
WhitTier Trust Company
Nevada
$1.23M
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$1.21M -$1.08M -10,009 -47%
BFG
196
Baron Financial Group
New Jersey
$1.19M +$961K +8,890 +422%
RCAG
197
Rehmann Capital Advisory Group
Michigan
$1.19M +$347K +3,212 +41%
MW
198
MBL Wealth
North Carolina
$1.18M +$1.18M +10,950 New
PG
199
Patten Group
Tennessee
$1.17M +$614K +5,678 +111%
VC
200
Veery Capital
Delaware
$1.16M +$1.16M +10,721 New