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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

294 hedge funds and large institutions have $1.55B invested in iShares Short-Term National Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 135 increasing their positions, 74 reducing their positions, and 18 closing their positions.

Holders
294
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
6.4%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.24%
New
22
Increased
135
Reduced
74
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$11.7M
2
SEI Investments
2
SEI Investments
Pennsylvania
$167M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$17.6M
4
EI
4
Ellevest Inc
New York
$11.6M
5
UBS AM
5
UBS AM
Illinois
$7.49M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$20M
2
BC
2
Brinker Capital
Pennsylvania
$16.6M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$7.23M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FHB
51
First Hawaiian Bank
Hawaii
$4.57M 42,856 +6,743 +19%
PP
52
PrairieView Partners
Minnesota
$4.42M 41,463 +1,338 +3%
MFM
53
Mirsky Financial Management
New York
$4.35M 40,840 +4,137 +11%
RTC
54
Riverview Trust Company
Washington
$4.23M 39,724 – –
MML Investors Services
55
MML Investors Services
Massachusetts
$4.05M 38,009 +4,647 +14%
BFG
56
Bouchey Financial Group
New York
$3.82M 35,893 +878 +3%
AIM
57
Allen Investment Management
New York
$3.76M 35,329 – –
MNG
58
Manning & Napier Group
New York
– – – –
OIA
59
OneDigital Investment Advisors
Kansas
$3.72M 34,951 -9,807 -22%
HCM
60
Horiko Capital Management
New York
$3.72M 34,900 +2,000 +6%
BOPW
61
Brandywine Oak Private Wealth
Pennsylvania
$3.68M 34,524 +1,046 +3%
RRC
62
Relaxing Retirement Coach
Massachusetts
$3.67M 34,419 -45 -0.1%
Mariner
63
Mariner
Kansas
$3.66M 34,324 -1,898 -5%
BFA
64
Beaumont Financial Advisors
Massachusetts
$3.61M 33,903 +127 +0.4%
BlackRock
65
BlackRock
New York
$3.52M 33,005 +9,225 +39%
UCFA
66
United Capital Financial Advisors
Texas
$3.37M 31,593 -1,097 -3%
Prudential Financial
67
Prudential Financial
New Jersey
$3.21M 30,091 +6,886 +30%
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$3.16M 29,657 +6,544 +28%
SC
69
Slow Capital
California
$2.93M 27,487 +1,487 +6%
APP
70
Avantax Planning Partners
Iowa
$2.75M 25,839 -2,455 -9%
FTUS
71
Flow Traders U.S.
New York
$2.72M 25,523 +3,227 +14%
AAM
72
Autus Asset Management
Arizona
$2.72M 25,485 +725 +3%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$2.72M 25,492 +8,987 +54%
PPP
74
Private Portfolio Partners
New Jersey
$2.71M 25,438 +860 +3%
PP
75
PDS Planning
Ohio
$2.67M 25,026 +635 +3%
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