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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

219 hedge funds and large institutions have $983M invested in iShares Short-Term National Muni Bond ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+10
Holders Change %
+4.78%
% of All Funds
5.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
28
Increased
71
Reduced
73
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$61.1M
2
CWM
Cornerstone Wealth Management
Missouri
$6.93M
3
UBS Group
UBS Group
Switzerland
$99.7M
4
Morgan Stanley
Morgan Stanley
New York
$63.6M
5
Bank of America
Bank of America
North Carolina
$170M

Top Sellers

1
KIM
Karpus Investment Management
New York
$4.19M
2
SEI Investments
SEI Investments
Pennsylvania
$129M
3
Jane Street
Jane Street
New York
$2.24M
4
MNG
Manning & Napier Group
New York
$4.71M
5
PWM
Patriot Wealth Management
Texas
$4.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
LG
51
LaFleur & Godfrey
Michigan
$2.36M -$380K -3,615 -14%
HNB
52
Huntington National Bank
Ohio
$2.25M -$2.4M – –
Jane Street
53
Jane Street
New York
$2.24M -$6.36M -60,555 -74%
WCM
54
Wunderlich Capital Managemnt
Tennessee
$2.24M +$26.3K +250 +1%
FHB
55
First Hawaiian Bank
Hawaii
$2.21M +$315 +3 +0%
CWM
56
Confluence Wealth Management
Oregon
$2.15M +$160K +1,521 +8%
CWM
57
Cahaba Wealth Management
Georgia
$2.14M +$717K +6,810 +50%
PA
58
Pinnacle Associates
New York
$2.05M – – –
IWMA
59
Ironwood Wealth Management (Arizona)
Arizona
$2.05M +$2.05M +19,515 New
BWP
60
BSW Wealth Partners
Colorado
$2.01M +$151K +1,437 +8%
WT
61
Whittier Trust
California
$1.96M -$51.4K -489 -3%
MPWT
62
MassMutual Private Wealth & Trust
Connecticut
$1.93M -$3.78K -36 -0.2%
AIM
63
Allen Investment Management
New York
$1.84M +$60.1K +572 +3%
IWA
64
Independence Wealth Advisors
Virginia
$1.8M -$7.77K -74 -0.4%
PP
65
PDS Planning
Ohio
$1.8M +$43.7K +416 +2%
SBL
66
Sargent Bickham Lagudis
Colorado
$1.79M -$187K -1,782 -9%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$1.73M -$152K -1,444 -8%
GC
68
Grimes & Company
Massachusetts
$1.69M -$13.3K -127 -0.8%
EWM
69
Elmwood Wealth Management
California
$1.66M +$105K +1,000 +7%
SAM
70
SP Asset Management
California
$1.6M +$1.6M +15,214 New
SP
71
Symmetry Partners
Connecticut
$1.55M -$48.6K -463 -3%
AF
72
Allworth Financial
California
$1.54M +$199K +1,891 +15%
AA
73
Alesco Advisors
New York
$1.5M -$19.4K -185 -1%
JIP
74
Jaffetilchin Investment Partners
Florida
$1.48M -$202K -1,921 -12%
SC
75
Slow Capital
California
$1.48M +$275K +2,623 +23%
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