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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

153 hedge funds and large institutions have $634M invested in iShares Short-Term National Muni Bond ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 6 closing their positions.

Holders
153
Holders Change
+14
Holders Change %
+10.07%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
20
Increased
54
Reduced
41
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.5M
2
UBS Group
2
UBS Group
Switzerland
$74.2M
3
SEI Investments
3
SEI Investments
Pennsylvania
$41.7M
4
BIM
4
BlackRock Investment Management
Delaware
$31.4M
5
Ameriprise
5
Ameriprise
Minnesota
$18.4M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$1.82M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.3M
3
WF
3
WealthTrust Fairport
Ohio
$300K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$652K
5
VKH
5
Virtu KCG Holdings
New York
$240K
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
26
Sigma Investment Counselors
Michigan
$3.17M 29,913 -19,930 -40%
TYCC
27
Texas Yale Capital Corp
Florida
$3.04M 28,650 – –
AAM
28
Autus Asset Management
Arizona
$2.81M 26,552 +2,155 +9%
Citadel Advisors
29
Citadel Advisors
Florida
$2.77M 26,138 +26,138 New
GC
30
Grimes & Company
Massachusetts
$2.56M 24,156 – –
Comerica Bank
31
Comerica Bank
Texas
$2.47M 23,368 +2,563 +12%
PA
32
Probity Advisors
Texas
$2.45M 23,145 +19 +0.1%
AP
33
Advisors Preferred
Maryland
$2.43M 22,940 +8,340 +57%
PA
34
Pinnacle Associates
New York
$2.32M 21,925 -280 -1%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$2.24M 21,164 +21,164 New
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$2.18M 20,527 -3,482 -15%
WCM
37
Wunderlich Capital Managemnt
Tennessee
$2.17M 20,460 +20 +0.1%
PIM
38
Provident Investment Management
Michigan
$2.04M 19,210 +7,035 +58%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$1.86M 17,530 +635 +4%
FTS
40
Fifth Third Securities
Ohio
$1.83M 17,263 -732 -4%
UCFA
41
United Capital Financial Advisors
Texas
$1.82M 17,210 -77,684 -82%
FHB
42
First Hawaiian Bank
Hawaii
$1.81M 17,087 +433 +3%
EWM
43
Empirical Wealth Management
Washington
$1.78M 16,750 – –
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.7M 15,988 -2,687 -14%
CDIA
45
Capital Directions Investment Advisors
Georgia
$1.64M 15,462 – –
NDSI
46
Newman Dignan & Sheerar Inc
Rhode Island
$1.52M 14,383 +7,383 +105%
CWM
47
Confluence Wealth Management
Oregon
$1.39M 13,102 +2,251 +21%
PWMAG
48
Pinnacle Wealth Management Advisory Group
New Jersey
$1.28M 12,025 -130 -1%
SWP
49
Stratos Wealth Partners
Ohio
$1.16M 10,941 +10,941 New
WTC
50
WhitTier Trust Company
Nevada
$1.14M 10,739 +4,504 +72%
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