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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

179 hedge funds and large institutions have $837M invested in iShares Short-Term National Muni Bond ETF in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 35 reducing their positions, and 15 closing their positions.

Holders
179
Holders Change
+26
Holders Change %
+16.99%
% of All Funds
4.48%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
41
Increased
63
Reduced
35
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$58.9M
2
KIM
2
Karpus Investment Management
New York
$23.3M
3
SIA
3
Spruce Investment Advisors
Connecticut
$16.1M
4
CGL
4
Clarius Group LLC
Washington
$15.8M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.1M
2
CFMC
2
Curbstone Financial Management Corp
New Hampshire
$4.07M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.58M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
AIM
5
Allen Investment Management
New York
$1.65M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
26
Bragg Financial Advisors
North Carolina
$4.71M 44,775 -4,143 -8%
CJA
27
C-J Advisory
California
$4.68M 44,553 -777 -2%
CFMC
28
Curbstone Financial Management Corp
New Hampshire
$4.07M 38,700 -38,100 -50%
BFA
29
Beaumont Financial Advisors
Massachusetts
$4.07M 38,699 +38,699 New
BAC
30
Boys Arnold & Co
North Carolina
$3.79M 36,098 +5,975 +20%
LG
31
LaFleur & Godfrey
Michigan
$3.31M 31,520 -300 -0.9%
CWM
32
Confluence Wealth Management
Oregon
$3.22M 30,638 +17,536 +134%
MFS
33
MSI Financial Services
Massachusetts
$3.01M 28,685 +23,082 +412%
SGCA
34
Steel Grove Capital Advisors
Tennessee
$2.88M 27,394 +27,394 New
FFA
35
Fragasso Financial Advisors
Pennsylvania
$2.84M 27,028 +27,028 New
SBL
36
Sargent Bickham Lagudis
Colorado
$2.84M 27,008 +25,959 +2,475%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$2.83M 26,971 +10,983 +69%
AAM
38
Autus Asset Management
Arizona
$2.77M 26,387 -165 -0.6%
TYCC
39
Texas Yale Capital Corp
Florida
$2.71M 25,785 -2,865 -10%
Comerica Bank
40
Comerica Bank
Texas
$2.7M 25,630 +2,262 +10%
GC
41
Grimes & Company
Massachusetts
$2.54M 24,156 – –
PA
42
Probity Advisors
Texas
$2.46M 23,426 +281 +1%
BCI
43
Brinker Capital Investments
Pennsylvania
$2.44M 23,231 +20,773 +845%
PA
44
Pinnacle Associates
New York
$2.32M 22,060 +135 +0.6%
FTS
45
Fifth Third Securities
Ohio
$2.17M 20,688 +3,425 +20%
WCM
46
Wunderlich Capital Managemnt
Tennessee
$2.12M 20,174 -286 -1%
KL
47
KWMG LLC
Kansas
$1.89M 18,007 +18,007 New
HNB
48
Huntington National Bank
Ohio
– – – –
AWS
49
AJ Wealth Strategies
New York
$1.83M 17,388 +17,388 New
FHB
50
First Hawaiian Bank
Hawaii
$1.8M 17,096 +9 +0.1%
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