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iShares Short-Term National Muni Bond ETF

472 hedge funds and large institutions have $2.58B invested in iShares Short-Term National Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 201 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+49
Holders Change %
+11.58%
% of All Funds
8.37%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
89
Increased
201
Reduced
105
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IAA
201
Ironsides Asset Advisors
North Carolina
$1.14M
CTA
202
Chesley Taft & Associates
Illinois
$1.12M +$283K +2,615 +34%
PWA
203
Physician Wealth Advisors
Utah
$1.11M +$323K +2,992 +41%
CAN
204
Cetera Advisor Networks
California
$1.1M +$466K +4,304 +74%
AP
205
Advisors Preferred
Maryland
$1.09M -$63.7K -590 -6%
WFPG
206
Waller Financial Planning Group
Ohio
$1.09M +$123K +1,137 +13%
Kovitz Investment Group Partners
207
Kovitz Investment Group Partners
Illinois
$1.09M -$1.81M -16,760 -63%
CFD
208
Creative Financial Designs
Indiana
$1.08M +$404K +3,740 +60%
MWP
209
Madison Wealth Partners
Wisconsin
$1.07M +$1.07M +9,858 New
ECM
210
Exchange Capital Management
Michigan
$1.06M +$5.41K +50 +0.5%
MFA
211
Mayflower Financial Advisors
Massachusetts
$1.06M +$1.06M +9,775 New
WLIM
212
White Lighthouse Investment Management
Massachusetts
$1.03M
SCA
213
Stillwater Capital Advisors
Pennsylvania
$1.01M
BCM
214
BTC Capital Management
Iowa
$992K +$10.8K +100 +1%
IA
215
IFG Advisory
Georgia
$992K +$11.1K +103 +1%
WPC
216
White Pine Capital
Minnesota
$964K +$108K +999 +13%
WT
217
Whittier Trust
California
$960K +$293K +2,704 +44%
CPW
218
Catalyst Private Wealth
California
$957K +$135K +1,250 +16%
MA
219
Montag & Associates
Georgia
$956K +$956K +8,846 New
BWM
220
BCGM Wealth Management
Indiana
$942K +$942K +8,714 New
IC
221
Inscription Capital
Texas
$937K -$817K -7,560 -47%
DIP
222
DT Investment Partners
Pennsylvania
$923K +$387K +3,580 +72%
5L
223
55I LLC
Massachusetts
$921K -$1.12M -10,371 -55%
SWA
224
Stratos Wealth Advisors
Ohio
$910K +$427K +3,950 +88%
CRCM
225
Corbett Road Capital Management
Virginia
$902K +$2.06K +19 +0.2%