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iShares Short-Term National Muni Bond ETF

296 hedge funds and large institutions have $1.45B invested in iShares Short-Term National Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+20
Holders Change %
+7.25%
% of All Funds
6.42%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
44
Increased
124
Reduced
82
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PIMG
201
Patriot Investment Management Group
Tennessee
$342K +$342K +3,235 New
OFG
202
Omega Financial Group
California
$336K +$51.1K +482 +18%
Creative Planning
203
Creative Planning
Kansas
$335K -$85.3K -805 -20%
LNC
204
Lincoln National Corp
Pennsylvania
$334K -$7.01K -66 -2%
Citigroup
205
Citigroup
New York
$334K +$302K +2,850 +950%
EWA
206
EP Wealth Advisors
California
$326K -$101K -958 -24%
PI
207
PFS Investments
Georgia
$323K +$323K +3,043 New
TCM
208
TD Capital Management
Tennessee
$321K +$7.1K +67 +2%
LFA
209
Legacy Financial Advisors
Kentucky
$309K -$1.37M -12,890 -82%
Lido Advisors
210
Lido Advisors
California
$300K +$300K +2,838 New
AIP
211
Almanack Investment Partners
Pennsylvania
$296K
SF
212
Summit Financial
New Jersey
$289K +$742 +7 +0.3%
FNT
213
First National Trust
Pennsylvania
$289K -$66.1K -625 -19%
CAG
214
Crestwood Advisors Group
Massachusetts
$288K -$198K -1,870 -41%
CAN
215
Cetera Advisor Networks
California
$288K +$288K +2,709 New
QCMC
216
Quantum Capital Management (California)
California
$286K -$15.4K -145 -5%
CASB
217
Cape Ann Savings Bank
Massachusetts
$284K
NDSI
218
Newman Dignan & Sheerar Inc
Rhode Island
$278K +$742 +7 +0.3%
KeyBank National Association
219
KeyBank National Association
Ohio
$277K
EIA
220
Eldridge Investment Advisors
New Hampshire
$276K
BSB
221
Bangor Savings Bank
Maine
$273K
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$266K -$4.98K -47 -2%
TA
223
Tiedemann Advisors
New York
$265K
WKWM
224
Walter & Keenan Wealth Management
Indiana
$265K +$265K +2,500 New
Principal Financial Group
225
Principal Financial Group
Iowa
$258K -$110K -1,043 -30%