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iShares Short-Term National Muni Bond ETF

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

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

6% more capital invested

Capital invested by funds: $1.87B → $1.98B (+$104M)

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

2% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 128

0.25% less ownership

Funds ownership: 68.59%68.34% (-0.25%)

1% less funds holding

Funds holding: 374370 (-4)

Holders
370
Holders Change
-4
Holders Change %
-1.07%
% of All Funds
8.15%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$241M +$26.1M +245,328 +12%
Morgan Stanley
2
Morgan Stanley
New York
$219M +$68.9M +647,504 +46%
SEI Investments
3
SEI Investments
Pennsylvania
$167M -$25.2M -237,282 -13%
UBS Group
4
UBS Group
Switzerland
$154M +$9.44M +88,737 +7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$67.2M +$13.3M +124,620 +25%
US Bancorp
6
US Bancorp
Minnesota
$63.8M -$4.56M -42,839 -7%
Ameriprise
7
Ameriprise
Minnesota
$48.7M +$1.13M +10,593 +2%
WCM
8
Windham Capital Management
Massachusetts
$45.7M +$3.86M +36,317 +9%
OCM
9
One Capital Management
California
$45M +$6.12M +57,513 +16%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$42.6M +$2.2M +20,676 +5%
Jane Street
11
Jane Street
New York
$34.4M +$34.4M +323,957 New
Wells Fargo
12
Wells Fargo
California
$27.4M +$824K +7,747 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$24.2M +$5.81M +54,640 +32%
KIM
14
Karpus Investment Management
New York
$22.8M -$12.1M -113,961 -35%
JP Morgan Chase
15
JP Morgan Chase
New York
$21.4M +$17.9M +168,608 +509%
Osaic Holdings
16
Osaic Holdings
Arizona
$18M +$37.4M +352,039 New
LPL Financial
17
LPL Financial
California
$17.2M -$826K -7,772 -5%
AF
18
Allworth Financial
California
$17.2M -$239K -2,246 -1%
Stifel Financial
19
Stifel Financial
Missouri
$16.5M +$8.68M +81,617 +110%
EI
20
Ellevest Inc
New York
$15.9M +$307K +2,886 +2%
TCM
21
TD Capital Management
Tennessee
$15.1M +$2.97M +27,921 +25%
TF
22
TIAA FSB
Florida
$14.2M +$398K +3,747 +3%
Goldman Sachs
23
Goldman Sachs
New York
$12.8M -$189K -1,776 -1%
WWM
24
Windsor Wealth Management
Indiana
$12M +$964K +9,063 +9%
GLLW
25
Graves Light Lenhart Wealth
Virginia
$11.9M -$602K -5,662 -5%