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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 %
WFWM
76
Wechter Feldman Wealth Management
New Jersey
$1.43M -$77.8K -741 -5%
CIA
77
Capital Investment Advisors
Georgia
$1.39M -$21.5K -205 -2%
PAG
78
Private Advisor Group
New Jersey
$1.38M +$1.38M +13,107 New
WCF
79
West Coast Financial
California
$1.36M +$127K +1,210 +10%
Renaissance Technologies
80
Renaissance Technologies
New York
$1.3M +$777K +7,400 +148%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$1.29M -$538K -5,127 -29%
OWM
82
Orgel Wealth Management
Wisconsin
$1.16M -$552K -5,256 -32%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$1.14M +$13.4K +128 +1%
PWMAG
84
Pinnacle Wealth Management Advisory Group
New Jersey
$1.14M – – –
BFM
85
Broadview Financial Management
Wisconsin
$1.1M -$70K -667 -6%
HS
86
Horan Securities
United States
$1.05M -$12.3K -117 -1%
MML Investors Services
87
MML Investors Services
Massachusetts
$1.01M +$231K +2,200 +30%
PIM
88
Provident Investment Management
Michigan
$1.01M -$370K -3,525 -27%
WLIM
89
White Lighthouse Investment Management
Massachusetts
$998K -$21K -200 -2%
PWM
90
Perigon Wealth Management
California
$971K +$799K +7,606 +464%
FPS
91
Fieldpoint Private Securities
Connecticut
$945K +$945K +9,000 New
WWM
92
Windsor Wealth Management
Indiana
$901K – – –
TL
93
TrueWealth LLC
Georgia
$850K +$315 +3 +0%
NGA
94
Naples Global Advisors
Florida
$840K -$21K -200 -2%
RW
95
Rand Wealth
Maryland
$833K +$176K +1,674 +27%
IA
96
IFP Advisors
Florida
$825K +$46.3K +441 +6%
OC
97
Oppenheimer & Co
New York
$824K -$1.37K -13 -0.2%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$813K -$102K -968 -11%
BWA
99
BDO Wealth Advisors
Florida
$767K – – –
SCG
100
Sonata Capital Group
Washington
$765K -$48.3K -460 -6%
2 3
4
5 6