SUB icon

iShares Short-Term National Muni Bond ETF
SUB

Overview Fund Activity

276 hedge funds and large institutions have $1.38B invested in iShares Short-Term National Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 95 increasing their positions, 74 reducing their positions, and 17 closing their positions.

Holders
276
Holders Change
+47
Holders Change %
+20.52%
% of All Funds
6.16%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
66
Increased
95
Reduced
74
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$225M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$48.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$91.7M
4
APP
4
Avantax Planning Partners
Iowa
$26.6M
5
DF
5
Donoghue Forlines
Massachusetts
$25.6M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$693K
2
IA
2
Independence Advisors
Pennsylvania
$14.5M
3
KIM
3
Karpus Investment Management
New York
$1.07M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25.5M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
26
Coldstream Capital Management
Washington
$6.98M 66,226 -9,066 -12%
JIR
27
James Investment Research
Ohio
$6.67M 63,317 -6,309 -9%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$6.47M 61,393 -13,804 -18%
IWM
29
IHT Wealth Management
Illinois
$6.39M 60,657 -4,143 -6%
WCM
30
Windham Capital Management
Massachusetts
$6.09M 57,740 +57,740 New
BAC
31
Boys Arnold & Co
North Carolina
$5.94M 56,417 +8,900 +19%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$5.84M 55,381 +1,251 +2%
Stifel Financial
33
Stifel Financial
Missouri
$5.79M 54,910 +4,251 +8%
CJA
34
C-J Advisory
California
$5.5M 52,177 +577 +1%
BCI
35
Brinker Capital Investments
Pennsylvania
$5.16M 48,974 +8,165 +20%
RTC
36
Riverview Trust Company
Washington
$5M 47,466 +47,466 New
PSUF
37
People's United Financial
Connecticut
$4.81M 45,666 +8,877 +24%
EA
38
Efficient Advisors
Ohio
$4.78M 45,389 -2,243 -5%
MNG
39
Manning & Napier Group
New York
– – – –
CCM
40
Condor Capital Management
New Jersey
$4.39M 41,644 +41,644 New
MG
41
Mather Group
Illinois
$4.38M 41,576 +8,676 +26%
PP
42
PrairieView Partners
Minnesota
$4.35M 41,249 +4,038 +11%
Comerica Bank
43
Comerica Bank
Texas
$4.28M 40,540 +4,855 +14%
OIA
44
OneDigital Investment Advisors
Kansas
$4.28M 40,555 +143 +0.4%
TF
45
Tompkins Financial
New York
$4.18M 39,626 +39,626 New
PA
46
Probity Advisors
Texas
$4.11M 39,005 -1,583 -4%
MFM
47
Mirsky Financial Management
New York
$3.83M 36,376 +36,376 New
RRC
48
Relaxing Retirement Coach
Massachusetts
$3.74M 35,471 -2,371 -6%
AIM
49
Allen Investment Management
New York
$3.72M 35,329 +17,840 +102%
LPT
50
Legacy Private Trust
Wisconsin
$3.68M 34,920 -7,415 -18%
1
2
3 4 5