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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

370 hedge funds and large institutions have $1.98B invested in iShares Short-Term National Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 130 increasing their positions, 128 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-4
Holders Change %
-1.07%
% of All Funds
8.17%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.44%
New
49
Increased
130
Reduced
128
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$219M
2
Jane Street
Jane Street
New York
$34.4M
3
Bank of America
Bank of America
North Carolina
$241M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$21.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$67.2M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
$167M
2
OWM
Orgel Wealth Management
Wisconsin
$9.8M
3
KIM
Karpus Investment Management
New York
$22.8M
4
PPW
Parcion Private Wealth
Washington
$0
5
US Bancorp
US Bancorp
Minnesota
$63.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
201
Advisors Preferred
Maryland
$644K +$644K +6,060 New
MWM
202
McNaughton Wealth Management
California
$633K -$2.77K -26 -0.4%
VA
203
Valmark Advisers
Ohio
$624K -$1.81K -17 -0.3%
First Trust Advisors
204
First Trust Advisors
Illinois
$615K -$29.6K -278 -5%
MIA
205
MainStreet Investment Advisors
Illinois
$613K +$80.2K +755 +15%
Baird Financial Group
206
Baird Financial Group
Wisconsin
$609K -$2.45K -23 -0.4%
CAN
207
Cetera Advisor Networks
California
$598K +$113K +1,065 +23%
PWM
208
PBMares Wealth Management
Virginia
$591K +$59.5K +560 +11%
CWA
209
Capital Wealth Alliance
Arizona
$573K +$34.2K +322 +6%
RCAG
210
Rehmann Capital Advisory Group
Michigan
$572K +$572K +5,381 New
AIP
211
Ameritas Investment Partners
Nebraska
$568K +$213 +2 +0%
CWS
212
Cypress Wealth Services
California
$553K +$152K +1,430 +38%
AFC
213
AFT Forsyth & Company
Florida
$548K – – –
CL
214
CPWM LLC
Washington
$546K +$1.28K +12 +0.2%
STA
215
Summit Trail Advisors
New York
$532K +$532K +5,000 New
HSWM
216
Hubbell Strickland Wealth Management
Louisiana
$531K -$283K -2,667 -35%
5L
217
55I LLC
Massachusetts
$530K +$530K +4,973 New
MA
218
Mutual Advisors
Nebraska
$528K +$528K +4,966 New
TIA
219
Traphagen Investment Advisors
New Jersey
$521K +$8.5K +80 +2%
WPC
220
White Pine Capital
Minnesota
$500K -$628K -5,907 -56%
BAS
221
Brown Advisory Securities
Maryland
$500K – – –
SIM
222
Stratos Investment Management
Ohio
$498K +$10.6K +100 +2%
CWM
223
Cornerstone Wealth Management
Missouri
$486K +$23K +216 +5%
EWA
224
EP Wealth Advisors
California
$478K – – –
QCMC
225
Quantum Capital Management (California)
California
$473K +$129K +1,213 +38%
7 8
9
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