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iShares Short-Term National Muni Bond ETF

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

691% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 11

132% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 69

38% more funds holding in top 10

Funds holding in top 10: 1318 (+5)

24% more funds holding

Funds holding: 302374 (+72)

15% more capital invested

Capital invested by funds: $1.62B → $1.87B (+$251M)

2.98% more ownership

Funds ownership: 65.61%68.59% (+3%)

Holders
374
Holders Change
+72
Holders Change %
+23.84%
% of All Funds
7.37%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.35%
New
87
Increased
160
Reduced
69
Closed
11
Calls
$15K
Puts
Net Calls
+$15K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$216M +$9.11M +85,416 +4%
SEI Investments
2
SEI Investments
Pennsylvania
$194M +$12.9M +121,106 +7%
Morgan Stanley
3
Morgan Stanley
New York
$151M -$1.07M -10,011 -0.7%
UBS Group
4
UBS Group
Switzerland
$146M +$9.74M +91,370 +7%
US Bancorp
5
US Bancorp
Minnesota
$68.7M +$6.18M +57,913 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$54.2M -$1.34M -12,544 -2%
Ameriprise
7
Ameriprise
Minnesota
$47.6M +$1.93M +18,126 +4%
WCM
8
Windham Capital Management
Massachusetts
$42.1M +$94.5K +886 +0.2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$40.6M +$2.84M +26,631 +8%
OCM
10
One Capital Management
California
$39.1M +$3.93M +36,859 +11%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$38.7M +$8.83M +82,822 +30%
KIM
12
Karpus Investment Management
New York
$35.1M +$13.8M +129,600 +65%
OWM
13
Orgel Wealth Management
Wisconsin
$29.5M +$29.5M +276,340 New
Wells Fargo
14
Wells Fargo
California
$26.7M +$4.05M +37,965 +18%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$20.6M +$4.45M +41,715 +28%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$18.5M +$2.9M +27,207 +19%
LPL Financial
17
LPL Financial
California
$18.1M +$576K +5,404 +3%
AF
18
Allworth Financial
California
$17.5M +$3.24M +30,369 +23%
EI
19
Ellevest Inc
New York
$15.7M +$2.22M +20,771 +17%
IA
20
Independence Advisors
Pennsylvania
$14M -$135K -1,265 -1%
TF
21
TIAA FSB
Florida
$13.8M -$1.18M -11,029 -8%
Goldman Sachs
22
Goldman Sachs
New York
$13.1M +$135K +1,266 +1%
GLLW
23
Graves Light Lenhart Wealth
Virginia
$12.5M +$517K +4,849 +4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$12.2M +$1.81M +16,965 +17%
TCM
25
TD Capital Management
Tennessee
$12.2M +$4.18M +39,190 +52%