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iShares Short-Term National Muni Bond ETF

302 hedge funds and large institutions have $1.62B invested in iShares Short-Term National Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 116 increasing their positions, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+8
Holders Change %
+2.72%
% of All Funds
6.63%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.29%
New
28
Increased
116
Reduced
86
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFF
201
The Family Firm
Maryland
$420K +$1.6K +15 +0.4%
FFA
202
First Foundation Advisors
California
$418K +$41.6K +391 +11%
MA
203
Mutual Advisors
Nebraska
$408K +$64.2K +602 +19%
TJHA
204
Thomas J. Herzfeld Advisors
Florida
$408K +$115K +1,078 +39%
EFSCE
205
Enterprise Financial Services Corp (EFSC)
Missouri
$401K -$135K -1,266 -25%
WP
206
WealthShield Partners
North Carolina
$394K +$15.8K +148 +4%
EWM
207
Endurance Wealth Management
Rhode Island
$393K
CWP
208
Capital Wealth Planning
Florida
$380K
GAM
209
Gould Asset Management
California
$371K +$11.2K +105 +3%
GC
210
Garde Capital
Washington
$359K
CWS
211
Cypress Wealth Services
California
$359K +$359K +3,373 New
OFG
212
Omega Financial Group
California
$355K +$11.5K +108 +3%
BWA
213
BDO Wealth Advisors
Florida
$352K
WFWM
214
Wechter Feldman Wealth Management
New Jersey
$351K
BCM
215
Boltwood Capital Management
California
$349K
CAL
216
Capital Advisors Ltd
Ohio
$346K +$122K +965 +54%
SFS
217
Sowell Financial Services
Arkansas
$344K +$344K +3,230 New
LSAG
218
Lake Street Advisors Group
New Hampshire
$312K +$60K +563 +24%
LFA
219
Legacy Financial Advisors
Kentucky
$311K
BCM
220
Brookstone Capital Management
Illinois
$305K +$305K +2,859 New
Lido Advisors
221
Lido Advisors
California
$302K -$14.5K -136 -5%
PIMG
222
Patriot Investment Management Group
Tennessee
$301K -$1.07K -10 -0.4%
AIP
223
Almanack Investment Partners
Pennsylvania
$297K
FNT
224
First National Trust
Pennsylvania
$296K
SVWAG
225
Sound View Wealth Advisors Group
Georgia
$293K