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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

125 hedge funds and large institutions have $474M invested in iShares Short-Term National Muni Bond ETF in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 11 closing their positions.

Holders
125
Holders Change
+13
Holders Change %
+11.61%
% of All Funds
3.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
26
Increased
41
Reduced
33
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$192M
2
Comerica Bank
2
Comerica Bank
Texas
$5.6M
3
Bessemer Group
3
Bessemer Group
New Jersey
$2.63M
4
BIM
4
BlackRock Investment Management
Delaware
$4.36M
5
AL
5
Aspiriant LLC
California
$3.07M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.1M
2
Jane Street
2
Jane Street
New York
$792K
3
US Bancorp
3
US Bancorp
Minnesota
$23.6M
4
PGA
4
Portland Global Advisors
Maine
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.11M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$2.55M 24,065 -1,332 -5%
BFA
27
Bragg Financial Advisors
North Carolina
$2.53M 23,900 -5,240 -18%
JIR
28
James Investment Research
Ohio
– – – –
FHB
29
First Hawaiian Bank
Hawaii
$2.38M 22,456 +1,620 +8%
JIP
30
Jaffetilchin Investment Partners
Florida
$2.22M 20,940 +51 +0.2%
B
31
Baird
Wisconsin
$2.19M 20,715 +15 +0.1%
CNB
32
City National Bank
California
$2.13M 20,094 +1,169 +6%
PA
33
Pinnacle Associates
New York
$2.09M 19,735 +200 +1%
LPT
34
Legacy Private Trust
Wisconsin
$2.02M 19,069 +8,044 +73%
WCM
35
Wunderlich Capital Managemnt
Tennessee
$1.86M 17,519 +1,340 +8%
BCI
36
Brinker Capital Investments
Pennsylvania
$1.74M 16,450 – –
AP
37
Advisors Preferred
Maryland
$1.67M 15,800 +15,800 New
CDIA
38
Capital Directions Investment Advisors
Georgia
$1.6M 15,032 +12,905 +607%
PI
39
Placemark Investments
Illinois
$1.43M 13,509 +1,048 +8%
HTC
40
Haverford Trust Company
Pennsylvania
$1.37M 12,890 -1,235 -9%
WTC
41
WhitTier Trust Company
Nevada
$1.35M 12,740 -1,175 -8%
BSB
42
Bangor Savings Bank
Maine
$1.24M 11,665 -30 -0.3%
RW
43
Rand Wealth
Maryland
$1.16M 10,904 – –
TNBTD
44
Trustmark National Bank Trust Department
Mississippi
$1.14M 10,727 -800 -7%
MFS
45
MSI Financial Services
Massachusetts
$1.08M 10,163 -1,189 -10%
AIG
46
American International Group
New York
$1.07M 10,073 +8,901 +759%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.05M 9,928 -4,485 -31%
FAAM
48
First Allied Asset Management
California
$1.04M 9,794 -997 -9%
SIC
49
Sigma Investment Counselors
Michigan
$1M 9,450 +1,145 +14%
EFSCE
50
Enterprise Financial Services Corp (EFSC)
Missouri
$999K 9,431 +1,647 +21%
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