SUB icon

iShares Short-Term National Muni Bond ETF
SUB

Overview Fund Activity

374 hedge funds and large institutions have $1.87B invested in iShares Short-Term National Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 160 increasing their positions, 69 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+72
Holders Change %
+23.84%
% of All Funds
7.39%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.36%
New
87
Increased
160
Reduced
69
Closed
11
Calls
$15K
Puts
–
Net Calls
+$15K
Net Calls Change
+$15K

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
$29.5M
2
KIM
Karpus Investment Management
New York
$35.1M
3
SEI Investments
SEI Investments
Pennsylvania
$194M
4
WWM
Windsor Wealth Management
Indiana
$11.1M
5
ZCA
Zeke Capital Advisors
Pennsylvania
$10.2M

Top Sellers

1
DF
Donoghue Forlines
Massachusetts
$7.81M
2
UBS AM
UBS AM
Illinois
$0
3
CCM
Coldstream Capital Management
Washington
$1.71M
4
MNG
Manning & Napier Group
New York
$3.75M
5
PAG
Private Advisor Group
New Jersey
$3.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
201
McNaughton Wealth Management
California
$638K +$638K +5,979 New
SFS
202
Sowell Financial Services
Arkansas
$636K +$291K +2,723 +84%
VA
203
Valmark Advisers
Ohio
$629K +$73.9K +692 +13%
Baird Financial Group
204
Baird Financial Group
Wisconsin
$614K -$91.3K -855 -13%
CA
205
Calton & Associates
Florida
$614K -$8.98K -84 -1%
CAG
206
Crestwood Advisors Group
Massachusetts
$610K +$27K +253 +5%
APA
207
American Portfolios Advisors
New York
$593K +$103K +960 +21%
BFM
208
Broadview Financial Management
Wisconsin
$590K +$13.3K +125 +2%
ECM
209
Exchange Capital Management
Michigan
$572K +$299K +2,794 +109%
AIP
210
Ameritas Investment Partners
Nebraska
$570K +$93K +872 +20%
AFC
211
AFT Forsyth & Company
Florida
$550K – – –
CL
212
CPWM LLC
Washington
$547K +$2.88K +27 +0.5%
CWA
213
Capital Wealth Alliance
Arizona
$545K +$545K +5,074 New
MIA
214
MainStreet Investment Advisors
Illinois
$535K +$535K +5,013 New
PWM
215
PBMares Wealth Management
Virginia
$534K +$534K +5,000 New
BF
216
BOK Financial
Oklahoma
$531K -$65.5K -613 -11%
KA
217
Kovack Advisors
Florida
$531K +$531K +4,970 New
TIA
218
Traphagen Investment Advisors
New Jersey
$515K – – –
BAS
219
Brown Advisory Securities
Maryland
$505K -$122K -1,141 -19%
Bessemer Group
220
Bessemer Group
New Jersey
$502K – – –
A
221
AdvicePeriod
California
$492K +$492K +4,609 New
SIM
222
Stratos Investment Management
Ohio
$489K +$223K +2,088 +84%
CAN
223
Cetera Advisor Networks
California
$488K -$24.7K -231 -5%
HWA
224
Heartwood Wealth Advisors
Virginia
$482K +$482K +4,515 New
JWS
225
Juncture Wealth Strategies
Arizona
$481K +$6.84K +64 +1%
7 8
9
10 11