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iShares Short-Term National Muni Bond ETF

400 hedge funds and large institutions have $2.2B invested in iShares Short-Term National Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 142 increasing their positions, 116 reducing their positions, and 35 closing their positions.

Holders
400
Holders Change
+30
Holders Change %
+8.11%
% of All Funds
8.22%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.31%
New
66
Increased
142
Reduced
116
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$255M 2,360,461 +95,301 +4%
Morgan Stanley
2
Morgan Stanley
New York
$243M 2,256,193 +192,004 +9%
SEI Investments
3
SEI Investments
Pennsylvania
$177M 1,644,224 +68,746 +4%
UBS Group
4
UBS Group
Switzerland
$171M 1,581,070 +128,027 +9%
US Bancorp
5
US Bancorp
Minnesota
$83M 769,320 +168,816 +28%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$58.5M 542,455 -89,474 -14%
Ameriprise
7
Ameriprise
Minnesota
$55.3M 513,502 +56,272 +12%
OCM
8
One Capital Management
California
$45.7M 423,860 +631 +0.1%
WCM
9
Windham Capital Management
Massachusetts
$45.4M 420,471 -9,655 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$44M 408,101 +7,186 +2%
Wells Fargo
11
Wells Fargo
California
$29.5M 273,584 +16,233 +6%
AssetMark Inc
12
AssetMark Inc
California
$28.5M 264,056 +242,030 +1,099%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$25.2M 233,231 +31,516 +16%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.6M 218,388 +218,388 New
Stifel Financial
15
Stifel Financial
Missouri
$23.2M 214,954 +59,342 +38%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$22.7M 210,208 -17,692 -8%
TF
17
TIAA FSB
Florida
$21.9M 202,625 +69,356 +52%
KIM
18
Karpus Investment Management
New York
$21.8M 202,048 -12,310 -6%
Osaic Holdings
19
Osaic Holdings
Arizona
$19.8M 183,668 -168,371 -48%
EI
20
Ellevest Inc
New York
$19.4M 179,830 +30,307 +20%
AF
21
Allworth Financial
California
$19M 175,868 +14,241 +9%
LPL Financial
22
LPL Financial
California
$18M 166,800 +4,744 +3%
PPW
23
Parcion Private Wealth
Washington
$17.5M 162,347 +162,347 New
MMA
24
Miracle Mile Advisors
California
$17.1M 158,316 +155,397 +5,324%
TCM
25
TD Capital Management
Tennessee
$15.3M 141,601 -196 -0.1%