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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

219 hedge funds and large institutions have $983M invested in iShares Short-Term National Muni Bond ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+10
Holders Change %
+4.78%
% of All Funds
5.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
28
Increased
71
Reduced
73
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$61.1M
2
CWM
Cornerstone Wealth Management
Missouri
$6.93M
3
UBS Group
UBS Group
Switzerland
$99.7M
4
Morgan Stanley
Morgan Stanley
New York
$63.6M
5
Bank of America
Bank of America
North Carolina
$170M

Top Sellers

1
KIM
Karpus Investment Management
New York
$4.19M
2
SEI Investments
SEI Investments
Pennsylvania
$129M
3
Jane Street
Jane Street
New York
$2.24M
4
MNG
Manning & Napier Group
New York
$4.71M
5
PWM
Patriot Wealth Management
Texas
$4.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$4.95M +$651K +6,200 +15%
BAC
27
Boys Arnold & Co
North Carolina
$4.79M -$81.4K -775 -2%
MNG
28
Manning & Napier Group
New York
$4.71M -$4.12M – –
BCI
29
Brinker Capital Investments
Pennsylvania
$4.57M -$816K -7,767 -15%
PWM
30
Patriot Wealth Management
Texas
$4.27M -$2.58M -24,609 -38%
PA
31
Probity Advisors
Texas
$4.27M -$23.9K -228 -0.6%
CCG
32
Cypress Capital Group
Florida
$4.24M -$969K -9,225 -19%
BFG
33
Bouchey Financial Group
New York
$4.2M +$130K +1,235 +3%
KIM
34
Karpus Investment Management
New York
$4.19M -$11M -104,676 -72%
PP
35
PrairieView Partners
Minnesota
$4.16M +$3.16M +30,089 +317%
OIA
36
OneDigital Investment Advisors
Kansas
$4.12M +$86.8K +826 +2%
RRC
37
Relaxing Retirement Coach
Massachusetts
$4.01M -$5.46K -52 -0.1%
BlackRock
38
BlackRock
New York
$3.9M +$779K +7,416 +25%
MG
39
Mather Group
Illinois
$3.82M -$1.02M -9,742 -21%
BFA
40
Beaumont Financial Advisors
Massachusetts
$3.69M -$142K -1,353 -4%
PSUF
41
People's United Financial
Connecticut
$3.5M +$690K +6,570 +25%
IWM
42
IHT Wealth Management
Illinois
$3.39M -$350K -3,335 -9%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$3.22M – – –
LPT
44
Legacy Private Trust
Wisconsin
$3.2M +$1.36M +12,992 +74%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$3.09M +$3.09M +29,393 New
Comerica Bank
46
Comerica Bank
Texas
$3.03M +$87K +826 +3%
BSW
47
Buckingham Strategic Wealth
Missouri
$2.91M +$93.3K +888 +3%
UCFA
48
United Capital Financial Advisors
Texas
$2.73M +$431K +4,104 +19%
SPIA
49
Steward Partners Investment Advisory
New York
$2.43M -$637K -6,064 -21%
AAM
50
Autus Asset Management
Arizona
$2.42M +$150K +1,428 +7%
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