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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

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

35% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 86

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

3% more funds holding

Funds holding: 294302 (+8)

5% more capital invested

Capital invested by funds: $1.55B → $1.62B (+$75.4M)

0.19% less ownership

Funds ownership: 65.8%65.61% (-0.19%)

Holders
302
Holders Change
+8
Holders Change %
+2.72%
% of All Funds
6.62%
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
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$206M +$3.99M +37,406 +2%
SEI Investments
2
SEI Investments
Pennsylvania
$180M +$13.7M +128,074 +8%
Morgan Stanley
3
Morgan Stanley
New York
$152M +$7.82M +73,195 +5%
UBS Group
4
UBS Group
Switzerland
$136M +$11M +102,574 +9%
US Bancorp
5
US Bancorp
Minnesota
$62.4M -$6.57M -61,536 -10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$55.4M +$10.1M +94,907 +22%
Ameriprise
7
Ameriprise
Minnesota
$45.7M +$545K +5,104 +1%
WCM
8
Windham Capital Management
Massachusetts
$41.9M +$6.47M +60,611 +18%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$37.7M -$1.12M -10,489 -3%
OCM
10
One Capital Management
California
$35M +$1.27M +11,902 +4%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.8M +$5.46M +51,153 +22%
DF
12
Donoghue Forlines
Massachusetts
$22.9M -$1.14M -10,661 -5%
Wells Fargo
13
Wells Fargo
California
$22.5M +$2.51M +23,542 +13%
KIM
14
Karpus Investment Management
New York
$21.2M +$15.3M +143,689 +261%
LPL Financial
15
LPL Financial
California
$17.5M +$527K +4,931 +3%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$16.1M -$458K -4,284 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$15.6M -$2.05M -19,169 -12%
TF
18
TIAA FSB
Florida
$15M +$642K +6,015 +4%
AF
19
Allworth Financial
California
$14.2M +$4.81M +45,045 +51%
IA
20
Independence Advisors
Pennsylvania
$14.1M -$513K -4,802 -4%
EI
21
Ellevest Inc
New York
$13.4M +$13.2M +123,850 +6,143%
Goldman Sachs
22
Goldman Sachs
New York
$12.9M -$18K -169 -0.1%
BC
23
Brinker Capital
Pennsylvania
$12.6M -$4M -37,453 -24%
GLLW
24
Graves Light Lenhart Wealth
Virginia
$12M +$534K +4,996 +5%
1CP
25
1607 Capital Partners
Virginia
$11.5M +$534K +5,000 +5%