SUB icon

iShares Short-Term National Muni Bond ETF
SUB

Overview Fund Activity

177 hedge funds and large institutions have $830M invested in iShares Short-Term National Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 20 closing their positions.

Holders
177
Holders Change
-2
Holders Change %
-1.12%
% of All Funds
4.41%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
20
Increased
66
Reduced
52
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$68.7M
2
BlackRock
2
BlackRock
New York
$23.3M
3
Jane Street
3
Jane Street
New York
$9.89M
4
CCM
4
Coldstream Capital Management
Washington
$8.76M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.99M

Top Sellers

1
CGL
1
Clarius Group LLC
Washington
$0
2
Bank of America
2
Bank of America
North Carolina
$168M
3
LPT
3
Legacy Private Trust
Wisconsin
$3.08M
4
TC
4
Telemus Capital
Michigan
$0
5
Wells Fargo
5
Wells Fargo
California
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$2.06M 19,483 +12,292 +171%
HNB
52
Huntington National Bank
Ohio
– – – –
TYCC
53
Texas Yale Capital Corp
Florida
$1.91M 18,100 -7,685 -30%
FHB
54
First Hawaiian Bank
Hawaii
$1.84M 17,376 +280 +2%
UCFA
55
United Capital Financial Advisors
Texas
$1.83M 17,347 +1,423 +9%
FFA
56
Fragasso Financial Advisors
Pennsylvania
$1.73M 16,401 -10,627 -39%
AIM
57
Allen Investment Management
New York
$1.68M 15,871 +171 +1%
BSW
58
Buckingham Strategic Wealth
Missouri
$1.64M 15,480 +7,026 +83%
CDIA
59
Capital Directions Investment Advisors
Georgia
$1.63M 15,462 – –
AWS
60
AJ Wealth Strategies
New York
$1.62M 15,370 -2,018 -12%
MG
61
Mather Group
Illinois
$1.62M 15,369 +302 +2%
SP
62
Symmetry Partners
Connecticut
$1.61M 15,250 -27 -0.2%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$1.57M 14,860 -1,328 -8%
PIM
64
Provident Investment Management
Michigan
$1.52M 14,350 +200 +1%
WTC
65
WhitTier Trust Company
Nevada
$1.51M 14,344 -1,402 -9%
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$1.49M 14,085 +543 +4%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$1.39M 13,191 +3,083 +31%
JIP
68
Jaffetilchin Investment Partners
Florida
$1.38M 13,084 +13,084 New
CCA
69
Clearwater Capital Advisors
Illinois
$1.37M 12,956 -172 -1%
CG
70
Caprock Group
Idaho
$1.35M 12,741 -285 -2%
PAG
71
Private Advisor Group
New Jersey
$1.29M 12,231 +3,171 +35%
AA
72
Alesco Advisors
New York
$1.28M 12,130 +755 +7%
PWMAG
73
Pinnacle Wealth Management Advisory Group
New Jersey
$1.27M 12,010 -150 -1%
WCF
74
West Coast Financial
California
$1.2M 11,374 +4,426 +64%
MCTIC
75
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
– – – –
1 2
3
4 5