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iShares Short-Term National Muni Bond ETF

294 hedge funds and large institutions have $1.55B invested in iShares Short-Term National Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 135 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
6.4%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.24%
New
22
Increased
135
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
201
Capital Wealth Planning
Florida
$380K +$380K +3,562 New
CM
202
Columbus Macro
Pennsylvania
$378K
WP
203
WealthShield Partners
North Carolina
$378K +$3.41K +32 +0.9%
FFA
204
First Foundation Advisors
California
$377K +$17.4K +163 +5%
GAM
205
Gould Asset Management
California
$360K -$20.2K -190 -5%
GC
206
Garde Capital
Washington
$359K +$359K +3,374 New
BWA
207
BDO Wealth Advisors
Florida
$352K
WFWM
208
Wechter Feldman Wealth Management
New Jersey
$351K -$143K -1,337 -29%
BCM
209
Boltwood Capital Management
California
$349K -$10.7K -100 -3%
OFG
210
Omega Financial Group
California
$344K +$6.08K +57 +2%
MA
211
Mutual Advisors
Nebraska
$344K +$344K +3,224 New
EWA
212
EP Wealth Advisors
California
$328K
TCM
213
TD Capital Management
Tennessee
$323K +$107 +1 +0%
RCAG
214
Rehmann Capital Advisory Group
Michigan
$317K -$35.9K -337 -10%
Lido Advisors
215
Lido Advisors
California
$316K +$14.5K +136 +5%
KeyBank National Association
216
KeyBank National Association
Ohio
$316K +$37.8K +355 +14%
LFA
217
Legacy Financial Advisors
Kentucky
$311K
PIMG
218
Patriot Investment Management Group
Tennessee
$302K -$42.6K -400 -12%
CAMG
219
CWA Asset Management Group
Florida
$298K +$298K +2,800 New
AIP
220
Almanack Investment Partners
Pennsylvania
$297K
FNT
221
First National Trust
Pennsylvania
$296K +$4.8K +45 +2%
CAL
222
Capital Analysts LLC
Pennsylvania
$293K +$45.5K +427 +18%
TJHA
223
Thomas J. Herzfeld Advisors
Florida
$293K +$84.2K +790 +40%
SVWAG
224
Sound View Wealth Advisors Group
Georgia
$293K +$293K +2,750 New
QCMC
225
Quantum Capital Management (California)
California
$288K