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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

215 hedge funds and large institutions have $927M invested in iShares Short-Term National Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 78 increasing their positions, 54 reducing their positions, and 16 closing their positions.

Holders
215
Holders Change
+32
Holders Change %
+17.49%
% of All Funds
4.88%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
51
Increased
78
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$28.8M
2
IA
2
Independence Advisors
Pennsylvania
$19.7M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$18.6M
4
PWM
4
Patriot Wealth Management
Texas
$7.65M
5
TF
5
TIAA FSB
Florida
$5.33M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$165M
2
JIR
2
James Investment Research
Ohio
$6.44M
3
CFMC
3
Curbstone Financial Management Corp
New Hampshire
$3.79M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20M
5
OCM
5
One Capital Management
California
$17.9M
Name Market Value Shares Shares
Change 		Shares
Change %
MG
26
Mather Group
Illinois
$4.37M 41,656 +23,070 +124%
PA
27
Probity Advisors
Texas
$4.31M 41,103 +8,167 +25%
BFA
28
Bragg Financial Advisors
North Carolina
$4.2M 40,082 -8,345 -17%
IWM
29
IHT Wealth Management
Illinois
$4.09M 39,021 +838 +2%
OIA
30
OneDigital Investment Advisors
Kansas
$4.01M 38,259 +37,039 +3,036%
RRC
31
Relaxing Retirement Coach
Massachusetts
$3.98M 37,954 +37,954 New
Stifel Financial
32
Stifel Financial
Missouri
$3.97M 37,781 +1,566 +4%
MNG
33
Manning & Napier Group
New York
– – – –
BFA
34
Beaumont Financial Advisors
Massachusetts
$3.87M 36,886 +1,316 +4%
SPIA
35
Steward Partners Investment Advisory
New York
$3.86M 36,800 +5,188 +16%
Goldman Sachs
36
Goldman Sachs
New York
$3.83M 36,537 +28,935 +381%
CFMC
37
Curbstone Financial Management Corp
New Hampshire
$3.79M 36,175 -40,575 -53%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$3.75M 35,769 -1,880 -5%
BAC
39
Boys Arnold & Co
North Carolina
$3.46M 33,033 -10,790 -25%
BlackRock
40
BlackRock
New York
$3.16M 30,088 -2,572 -8%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$3.01M 28,693 -10,650 -27%
LG
42
LaFleur & Godfrey
Michigan
$2.99M 28,420 -740 -3%
CWM
43
Confluence Wealth Management
Oregon
$2.65M 25,275 +2 +0%
Comerica Bank
44
Comerica Bank
Texas
$2.63M 25,038 -1,251 -5%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$2.57M 24,507 +7,393 +43%
SGCA
46
Steel Grove Capital Advisors
Tennessee
$2.52M 24,064 – –
BSW
47
Buckingham Strategic Wealth
Missouri
$2.37M 22,555 +5,045 +29%
AAM
48
Autus Asset Management
Arizona
$2.27M 21,687 -335 -2%
HNB
49
Huntington National Bank
Ohio
– – – –
BFG
50
Bouchey Financial Group
New York
$2.22M 21,130 +155 +0.7%
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