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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

370 hedge funds and large institutions have $1.98B invested in iShares Short-Term National Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 130 increasing their positions, 128 reducing their positions, and 45 closing their positions.

Holders
370
Holders Change
-4
Holders Change %
-1.07%
% of All Funds
8.17%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.44%
New
49
Increased
130
Reduced
128
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$219M
2
Jane Street
2
Jane Street
New York
$34.4M
3
Bank of America
3
Bank of America
North Carolina
$241M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$21.4M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$167M
2
OWM
2
Orgel Wealth Management
Wisconsin
$9.8M
3
KIM
3
Karpus Investment Management
New York
$22.8M
4
PPW
4
Parcion Private Wealth
Washington
$0
5
US Bancorp
5
US Bancorp
Minnesota
$63.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$11.7M 109,702 -4,773 -4%
DC
27
Derby & Company
Massachusetts
$11.6M 109,213 +30,891 +39%
IA
28
Independence Advisors
Pennsylvania
$11.3M 106,390 -24,286 -19%
BFA
29
Bragg Financial Advisors
North Carolina
$11.1M 104,373 +10,648 +11%
BC
30
Brinker Capital
Pennsylvania
$11M 103,701 -5,707 -5%
RJA
31
Raymond James & Associates
Florida
$10.8M 101,171 +16,538 +20%
BlackRock
32
BlackRock
New York
$9.93M 93,393 +68,977 +283%
Renaissance Technologies
33
Renaissance Technologies
New York
$9.83M 92,500 -4,755 -5%
OWM
34
Orgel Wealth Management
Wisconsin
$9.8M 92,195 -184,145 -67%
GIM
35
Greenwich Investment Management
Connecticut
$9.56M 89,940 +36,815 +69%
KCM
36
Kathmere Capital Management
Pennsylvania
$9.55M 89,825 -23,070 -20%
ZCA
37
Zeke Capital Advisors
Pennsylvania
$9.51M 89,455 -5,600 -6%
1CP
38
1607 Capital Partners
Virginia
$9.37M 88,186 -10,014 -10%
CFMC
39
Curbstone Financial Management Corp
New Hampshire
$9.13M 85,850 +2,750 +3%
Comerica Bank
40
Comerica Bank
Texas
$8.93M 84,127 -13,900 -14%
FFA
41
Fragasso Financial Advisors
Pennsylvania
$8.69M 81,786 +81,786 New
Principal Financial Group
42
Principal Financial Group
Iowa
$8.64M 81,302 +23,000 +39%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$8.55M 80,441 +80,441 New
BAC
44
Boys Arnold & Co
North Carolina
$8.24M 77,480 -7,575 -9%
MG
45
Mather Group
Illinois
$7.95M 74,767 +21,080 +39%
BPA
46
Beacon Pointe Advisors
California
$7.93M 74,553 +53,505 +254%
IAN
47
Integrated Advisors Network
Texas
$7.92M 74,497 +31,264 +72%
JPG
48
Jordan Park Group
California
$7.23M 67,976 +14,616 +27%
UCFA
49
United Capital Financial Advisors
Texas
$7.22M 67,925 -17,367 -20%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$6.79M 63,827 -10,477 -14%
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