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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

179 hedge funds and large institutions have $837M invested in iShares Short-Term National Muni Bond ETF in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 35 reducing their positions, and 15 closing their positions.

Holders
179
Holders Change
+26
Holders Change %
+16.99%
% of All Funds
4.48%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
41
Increased
63
Reduced
35
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$58.9M
2
KIM
2
Karpus Investment Management
New York
$23.3M
3
SIA
3
Spruce Investment Advisors
Connecticut
$16.1M
4
CGL
4
Clarius Group LLC
Washington
$15.8M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.1M
2
CFMC
2
Curbstone Financial Management Corp
New Hampshire
$4.07M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.58M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
AIM
5
Allen Investment Management
New York
$1.65M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$1.7M 16,188 -4,339 -21%
UCFA
52
United Capital Financial Advisors
Texas
$1.67M 15,924 -1,286 -7%
SIC
53
Sigma Investment Counselors
Michigan
$1.66M 15,828 -14,085 -47%
WTC
54
WhitTier Trust Company
Nevada
$1.66M 15,746 +5,007 +47%
AIM
55
Allen Investment Management
New York
$1.65M 15,700 -21,520 -58%
NPC
56
National Planning Corporation
California
$1.63M 15,525 +15,525 New
CDIA
57
Capital Directions Investment Advisors
Georgia
$1.63M 15,462 – –
SP
58
Symmetry Partners
Connecticut
$1.61M 15,277 +15,277 New
MG
59
Mather Group
Illinois
$1.58M 15,067 -16,833 -53%
PIM
60
Provident Investment Management
Michigan
$1.49M 14,150 -5,060 -26%
KeyBank National Association
61
KeyBank National Association
Ohio
$1.42M 13,550 +3,143 +30%
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$1.42M 13,542 +3,150 +30%
CCA
63
Clearwater Capital Advisors
Illinois
$1.38M 13,128 +13,128 New
WT
64
Whittier Trust
California
$1.37M 13,079 +3,969 +44%
CG
65
Caprock Group
Idaho
$1.37M 13,026 +13,026 New
PWMAG
66
Pinnacle Wealth Management Advisory Group
New Jersey
$1.28M 12,160 +135 +1%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$1.23M 11,747 -5,783 -33%
AA
68
Alesco Advisors
New York
$1.2M 11,375 +1,100 +11%
PFM
69
Phillips Financial Management
Indiana
$1.15M 10,932 +10,932 New
TW
70
Transform Wealth
Colorado
$1.15M 10,900 +10,900 New
AP
71
Advisors Preferred
Maryland
$1.14M 10,800 -12,140 -53%
MNA
72
Manning & Napier Advisors
New York
– – – –
MWM
73
Mission Wealth Management
California
$1.07M 10,135 +10,135 New
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$1.06M 10,108 +235 +2%
SWP
75
Stratos Wealth Partners
Ohio
$1.02M 9,741 -1,200 -11%
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