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iShares Short-Term National Muni Bond ETF

423 hedge funds and large institutions have $2.47B invested in iShares Short-Term National Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 185 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 24

73% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 107

12% more capital invested

Capital invested by funds: $2.2B → $2.47B (+$264M)

6% more funds holding

Funds holding: 400423 (+23)

0.54% less ownership

Funds ownership: 66.24%65.7% (-0.54%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $554K

Holders
423
Holders Change
+23
Holders Change %
+5.75%
% of All Funds
8.54%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.28%
New
52
Increased
185
Reduced
107
Closed
24
Calls
Puts
$554K
Net Calls
-$554K
Net Calls Change
-$554K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$300M +$45M +416,264 +18%
Morgan Stanley
2
Morgan Stanley
New York
$206M -$38.2M -352,944 -16%
UBS Group
3
UBS Group
Switzerland
$186M +$15.1M +139,228 +9%
SEI Investments
4
SEI Investments
Pennsylvania
$185M +$7.31M +67,578 +4%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$107M +$62.7M +580,282 +142%
US Bancorp
6
US Bancorp
Minnesota
$102M +$18.9M +174,499 +23%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$77.9M +$19.3M +178,409 +33%
Ameriprise
8
Ameriprise
Minnesota
$62.9M +$7.38M +68,304 +13%
OCM
9
One Capital Management
California
$45.8M +$20.2K +187 +0%
WCM
10
Windham Capital Management
Massachusetts
$36.9M -$8.51M -78,760 -19%
Wells Fargo
11
Wells Fargo
California
$35.2M +$5.63M +52,093 +19%
Stifel Financial
12
Stifel Financial
Missouri
$34.8M +$11.5M +106,509 +50%
EI
13
Ellevest Inc
New York
$23.5M +$4.04M +37,373 +21%
GIM
14
Greenwich Investment Management
Connecticut
$22.9M +$12.3M +114,229 +118%
JP Morgan Chase
15
JP Morgan Chase
New York
$22.6M -$2.57M -23,761 -10%
Osaic Holdings
16
Osaic Holdings
Arizona
$21.9M +$2.12M +19,639 +11%
KIM
17
Karpus Investment Management
New York
$21.7M -$173K -1,604 -0.8%
PPW
18
Parcion Private Wealth
Washington
$21.2M +$3.69M +34,124 +21%
AF
19
Allworth Financial
California
$20.8M +$1.8M +16,653 +9%
TCM
20
TD Capital Management
Tennessee
$20.6M +$5.29M +48,938 +35%
TF
21
TIAA FSB
Florida
$20.2M -$1.67M -15,427 -8%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$19.9M +$18.2M +168,299 +1,096%
BCI
23
Brinker Capital Investments
Pennsylvania
$19.1M +$14.1M +130,826 +282%
RJA
24
Raymond James & Associates
Florida
$18.7M +$6.14M +56,753 +49%
Comerica Bank
25
Comerica Bank
Texas
$18.6M +$3.78M +34,959 +25%