SUB icon

iShares Short-Term National Muni Bond ETF
SUB

Overview Fund Activity

423 hedge funds and large institutions have $2.47B invested in iShares Short-Term National Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 185 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+23
Holders Change %
+5.75%
% of All Funds
8.56%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.28%
New
52
Increased
185
Reduced
107
Closed
24
Calls
–
Puts
$554K
Net Calls
-$554K
Net Calls Change
-$554K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$107M
2
Bank of America
Bank of America
North Carolina
$300M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$77.9M
4
US Bancorp
US Bancorp
Minnesota
$102M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$19.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$206M
2
AssetMark Inc
AssetMark Inc
California
$7.57M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.2M
4
Jane Street
Jane Street
New York
$0
5
WCM
Windham Capital Management
Massachusetts
$36.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
201
Chesley Taft & Associates
Illinois
$832K – – –
MA
202
Mutual Advisors
Nebraska
$832K +$204K +1,885 +32%
CA
203
Calton & Associates
Florida
$829K +$973 +9 +0.1%
CPW
204
Catalyst Private Wealth
California
$821K +$821K +7,598 New
PWA
205
Physician Wealth Advisors
Utah
$789K +$21.1K +196 +3%
AHC
206
Adell Harriman & Carpenter
Texas
$778K +$778K +7,200 New
FC
207
FCA Corp
Texas
$769K -$16.5K -153 -2%
SCG
208
Sonata Capital Group
Washington
$760K – – –
Renaissance Technologies
209
Renaissance Technologies
New York
$742K -$7.02M -64,940 -90%
DI
210
Disciplined Investments
Oklahoma
$741K – – –
GT
211
Glenview Trust
Kentucky
$727K – – –
DIA
212
Dean Investment Associates
Ohio
$719K – – –
AC
213
Alexandria Capital
Virginia
$718K -$42.2K -390 -6%
APA
214
American Portfolios Advisors
New York
$702K +$17.6K +163 +3%
CWM
215
Cordatus Wealth Management
Pennsylvania
$701K +$701K +6,482 New
SIM
216
Stratos Investment Management
Ohio
$698K +$159K +1,470 +29%
JWS
217
Juncture Wealth Strategies
Arizona
$681K +$174K +1,607 +34%
WP
218
WealthShield Partners
North Carolina
$679K +$96.8K +895 +17%
TFA
219
Teamwork Financial Advisors
Texas
$676K -$98.1K -907 -13%
Barclays
220
Barclays
United Kingdom
$676K +$676K +6,256 New
CFD
221
Creative Financial Designs
Indiana
$670K +$591K +5,470 +747%
WT
222
Whittier Trust
California
$667K – – –
PFO
223
Pathstone Family Office
New Jersey
$659K +$659K +6,100 New
PWM
224
PBMares Wealth Management
Virginia
$655K +$6.7K +62 +1%
AF
225
Apexium Financial
Texas
$644K -$42.5K -393 -6%
7 8
9
10 11