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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

276 hedge funds and large institutions have $1.38B invested in iShares Short-Term National Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 95 increasing their positions, 74 reducing their positions, and 17 closing their positions.

Holders
276
Holders Change
+47
Holders Change %
+20.52%
% of All Funds
6.16%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
66
Increased
95
Reduced
74
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$225M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$48.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$91.7M
4
APP
4
Avantax Planning Partners
Iowa
$26.6M
5
DF
5
Donoghue Forlines
Massachusetts
$25.6M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$693K
2
IA
2
Independence Advisors
Pennsylvania
$14.5M
3
KIM
3
Karpus Investment Management
New York
$1.07M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25.5M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
51
Renaissance Technologies
New York
$3.62M 34,300 +34,300 New
BFG
52
Bouchey Financial Group
New York
$3.61M 34,280 -1,895 -5%
BOPW
53
Brandywine Oak Private Wealth
Pennsylvania
$3.58M 32,447 +32,447 New
MML Investors Services
54
MML Investors Services
Massachusetts
$3.43M 32,525 +12,856 +65%
PWM
55
Patriot Wealth Management
Texas
$3.42M 32,434 -7,221 -18%
BFA
56
Beaumont Financial Advisors
Massachusetts
$3.4M 32,272 -1,704 -5%
BlackRock
57
BlackRock
New York
$3.37M 32,007 +1,231 +4%
HCM
58
Horiko Capital Management
New York
$3.15M 29,900 +29,900 New
CCG
59
Cypress Capital Group
Florida
$2.79M 26,436 -11,845 -31%
SC
60
Slow Capital
California
$2.66M 25,228 +5,299 +27%
IWMA
61
Ironwood Wealth Management (Arizona)
Arizona
$2.65M 25,154 +6,942 +38%
SPIA
62
Steward Partners Investment Advisory
New York
$2.63M 24,905 +2,744 +12%
UCFA
63
United Capital Financial Advisors
Texas
$2.59M 24,531 -4,231 -15%
LWS
64
Lucia Wealth Services
California
$2.54M 24,078 -7,116 -23%
FCH
65
Freestone Capital Holdings
Washington
$2.48M 23,558 +23,558 New
CWM
66
Cahaba Wealth Management
Georgia
$2.46M 23,376 +3,029 +15%
PP
67
PDS Planning
Ohio
$2.4M 22,737 +3,830 +20%
AAM
68
Autus Asset Management
Arizona
$2.34M 22,190 -400 -2%
WCM
69
Wunderlich Capital Managemnt
Tennessee
$2.33M 22,106 +254 +1%
FHB
70
First Hawaiian Bank
Hawaii
$2.32M 21,972 – –
RJFSA
71
Raymond James Financial Services Advisors
Florida
$2.31M 21,890 +130 +0.6%
Truist Financial
72
Truist Financial
North Carolina
$2.27M 21,553 +21,553 New
BSW
73
Buckingham Strategic Wealth
Missouri
$2.26M 21,420 -4,786 -18%
LG
74
LaFleur & Godfrey
Michigan
$2.14M 20,285 -630 -3%
CWM
75
Confluence Wealth Management
Oregon
$2.09M 19,845 +2,179 +12%
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