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iShares Short-Term National Muni Bond ETF

229 hedge funds and large institutions have $1.01B invested in iShares Short-Term National Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+10
Holders Change %
+4.57%
% of All Funds
5.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
28
Increased
80
Reduced
69
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
S
201
SignatureFD
Georgia
$103K
DWM
202
Destination Wealth Management
California
$103K +$24K +230 +30%
EFSCE
203
Enterprise Financial Services Corp (EFSC)
Missouri
$98K
AC
204
Avestar Capital
New York
$85K
CAM
205
Caprin Asset Management
Virginia
$73K
SIAP
206
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$71K +$71K +681 New
GAM
207
Gemmer Asset Management
California
$69K
FHA
208
First Horizon Advisors
Tennessee
$69K +$209 +2 +0.3%
AWM
209
Avior Wealth Management
Nebraska
$62K -$30.8K -294 -33%
AssetMark Inc
210
AssetMark Inc
California
$45K +$624 +6 +1%
FMP
211
Financial Management Professionals
Texas
$42K
IFA
212
Interactive Financial Advisors
Illinois
$35K -$104 -1 -0.3%
PGWM
213
Parisi Gray Wealth Management
New Jersey
$35K
VNA
214
Valley National Advisers
Pennsylvania
$34K
TCM
215
TD Capital Management
Tennessee
$34K +$104 +1 +0.3%
GRP
216
Global Retirement Partners
California
$31K
MFW
217
Mosaic Family Wealth
Missouri
$29K -$85K -821 -75%
SWM
218
SeaCrest Wealth Management
New York
$26K
WB
219
Webster Bank
Connecticut
$26K
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$26K +$1.25K +12 +5%
RWA
221
River Wealth Advisors
Pennsylvania
$24K
MSA
222
Marino Stram & Associates
Massachusetts
$20K
AW
223
Alpha Windward
Massachusetts
$18K
WAM
224
Wealthspire Advisors (Maryland)
Maryland
$17K +$108 +1 +0.6%
BCA
225
Bray Capital Advisors
Florida
$7K