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iShares Short-Term National Muni Bond ETF

219 hedge funds and large institutions have $983M invested in iShares Short-Term National Muni Bond ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+10
Holders Change %
+4.78%
% of All Funds
5.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
28
Increased
71
Reduced
73
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FMP
201
Financial Management Professionals
Texas
$42K
PCIA
202
Prime Capital Investment Advisors
Kansas
$42K +$42K +397 New
IFA
203
Interactive Financial Advisors
Illinois
$35K -$415 -4 -1%
PGWM
204
Parisi Gray Wealth Management
New Jersey
$35K
VNA
205
Valley National Advisers
Pennsylvania
$34K
TCM
206
TD Capital Management
Tennessee
$34K +$11.1K +106 +48%
GRP
207
Global Retirement Partners
California
$32K
SWM
208
SeaCrest Wealth Management
New York
$26K
WB
209
Webster Bank
Connecticut
$26K
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$25K
RWA
211
River Wealth Advisors
Pennsylvania
$24K +$24K +225 New
MSA
212
Marino Stram & Associates
Massachusetts
$20K +$20K +194 New
VFA
213
Valeo Financial Advisors
Indiana
$18K
AW
214
Alpha Windward
Massachusetts
$18K +$18K +168 New
WAM
215
Wealthspire Advisors (Maryland)
Maryland
$17K
CTC
216
Central Trust Company
Missouri
$16K
NC
217
NewSquare Capital
Pennsylvania
$8K +$8K +80 New
BCA
218
Bray Capital Advisors
Florida
$7K
UBS AM
219
UBS AM
Illinois
$3.15K +$3.15K +30 New
LFG
220
LifePlan Financial Group
Ohio
$1K -$1K -10 -50%
NDSI
221
Newman Dignan & Sheerar Inc
Rhode Island
$772 +$1 +12 +0.2%
NFG
222
Next Financial Group
Texas
-$1.08M -10,298 Closed
BCM
223
BTC Capital Management
Iowa
-$622K -5,925 Closed
Truist Financial
224
Truist Financial
North Carolina
-$490K -4,675 Closed
IA
225
IFG Advisory
Georgia
-$441K -4,206 Closed