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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

125 hedge funds and large institutions have $474M invested in iShares Short-Term National Muni Bond ETF in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 11 closing their positions.

Holders
125
Holders Change
+13
Holders Change %
+11.61%
% of All Funds
3.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
26
Increased
41
Reduced
33
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$36.6M
2
Bank of America
2
Bank of America
North Carolina
$192M
3
SEI Investments
3
SEI Investments
Pennsylvania
$5.84M
4
Comerica Bank
4
Comerica Bank
Texas
$5.6M
5
Bessemer Group
5
Bessemer Group
New Jersey
$2.63M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.1M
2
Jane Street
2
Jane Street
New York
$792K
3
US Bancorp
3
US Bancorp
Minnesota
$23.6M
4
PGA
4
Portland Global Advisors
Maine
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$950K 8,965 +1,867 +26%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$925K 8,729 +2,018 +30%
GT
53
Glenview Trust
Kentucky
$906K 8,555 +8,555 New
WT
54
Whittier Trust
California
$862K 8,137 – –
PWMAG
55
Pinnacle Wealth Management Advisory Group
New Jersey
$802K 7,570 +7,570 New
Jane Street
56
Jane Street
New York
$792K 7,477 -40,599 -84%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$754K 7,117 +551 +8%
SCG
58
Sonata Capital Group
Washington
$674K 6,360 +6,360 New
ST
59
Spinnaker Trust
Maine
$672K 6,343 – –
CS
60
Credit Suisse
Switzerland
$660K 6,235 -401 -6%
TFF
61
The Family Firm
Maryland
$642K 6,062 +6,062 New
WCF
62
West Coast Financial
California
$636K 6,002 +367 +7%
JIC
63
Johnson Investment Counsel
Ohio
$635K 6,000 – –
MA
64
MUFG Americas
New York
$635K 5,999 +199 +3%
Barclays
65
Barclays
United Kingdom
$617K 5,864 -1,257 -18%
OC
66
Oppenheimer & Co
New York
$607K 5,726 +1,678 +41%
AAM
67
Autus Asset Management
Arizona
$519K 4,900 – –
BSWM
68
Boston Standard Wealth Management
Massachusetts
$513K 4,828 +4,828 New
LWM
69
LBA Wealth Management
Florida
$508K 4,800 +3,300 +220%
LIM
70
Longfellow Investment Management
Massachusetts
$503K 4,750 – –
PGFC
71
Peapack-Gladstone Financial Corp
New Jersey
$484K 4,570 – –
VCM
72
Vigilant Capital Management
Maine
$479K 4,522 -2,300 -34%
PAG
73
Private Advisor Group
New Jersey
$468K 4,420 -200 -4%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$443K 4,181 +300 +8%
CL
75
CPWM LLC
Washington
$439K 4,147 -493 -11%
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