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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

215 hedge funds and large institutions have $927M invested in iShares Short-Term National Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 78 increasing their positions, 54 reducing their positions, and 16 closing their positions.

Holders
215
Holders Change
+32
Holders Change %
+17.49%
% of All Funds
4.88%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
51
Increased
78
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$28.8M
2
IA
2
Independence Advisors
Pennsylvania
$19.7M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$18.6M
4
PWM
4
Patriot Wealth Management
Texas
$7.65M
5
TF
5
TIAA FSB
Florida
$5.33M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$165M
2
JIR
2
James Investment Research
Ohio
$6.44M
3
CFMC
3
Curbstone Financial Management Corp
New Hampshire
$3.79M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20M
5
OCM
5
One Capital Management
California
$17.9M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$2.21M 21,048 +8,652 +70%
WCM
52
Wunderlich Capital Managemnt
Tennessee
$2.17M 20,641 +446 +2%
UCFA
53
United Capital Financial Advisors
Texas
$2.14M 20,412 +4,431 +28%
AP
54
Advisors Preferred
Maryland
$2.12M 20,180 +310 +2%
PA
55
Pinnacle Associates
New York
$2.08M 19,860 -1,750 -8%
WT
56
Whittier Trust
California
$2.06M 19,675 -6,452 -25%
FHB
57
First Hawaiian Bank
Hawaii
$1.94M 18,484 +1,001 +6%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$1.88M 17,934 +4,336 +32%
LPT
59
Legacy Private Trust
Wisconsin
$1.85M 17,595 -2,739 -13%
IWA
60
Independence Wealth Advisors
Virginia
$1.84M 17,503 +17,503 New
WFWM
61
Wechter Feldman Wealth Management
New Jersey
$1.79M 17,052 +17,052 New
BWP
62
BSW Wealth Partners
Colorado
$1.78M 17,010 +17,010 New
GC
63
Grimes & Company
Massachusetts
$1.69M 16,063 -7,146 -31%
CWM
64
Cahaba Wealth Management
Georgia
$1.67M 15,927 -2,654 -14%
SBL
65
Sargent Bickham Lagudis
Colorado
$1.65M 15,752 -3,170 -17%
MPWT
66
MassMutual Private Wealth & Trust
Connecticut
$1.65M 15,701 +15,701 New
CDIA
67
Capital Directions Investment Advisors
Georgia
$1.58M 15,045 – –
William Blair & Company
68
William Blair & Company
Illinois
$1.57M 15,000 +15,000 New
VF
69
Virtu Financial
New York
$1.53M 14,583 +14,583 New
PSUF
70
People's United Financial
Connecticut
$1.5M 14,284 +3,958 +38%
AA
71
Alesco Advisors
New York
$1.47M 14,030 +1,900 +16%
PP
72
PDS Planning
Ohio
$1.47M 14,010 +14,010 New
WTC
73
WhitTier Trust Company
Nevada
$1.45M 13,799 -2,678 -16%
PIM
74
Provident Investment Management
Michigan
$1.43M 13,650 -400 -3%
CIA
75
Capital Investment Advisors
Georgia
$1.41M 13,406 +1,092 +9%
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