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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 %
NWM
76
Northwest Wealth Management
Iowa
$2.08M 19,775 +19,775 New
AIA
77
Alera Investment Advisors
Illinois
$2.08M 19,719 +19,719 New
AA
78
Alesco Advisors
New York
$2.03M 19,225 +5,368 +39%
NFG
79
Next Financial Group
Texas
$2.02M 19,150 +19,150 New
PWP
80
Personal Wealth Partners
Minnesota
$1.95M 18,485 +18,485 New
BWP
81
BSW Wealth Partners
Colorado
$1.88M 17,785 +12,785 +256%
IWA
82
Independence Wealth Advisors
Virginia
$1.87M 17,767 +70 +0.4%
HNB
83
Huntington National Bank
Ohio
– – – –
Prudential Financial
84
Prudential Financial
New Jersey
$1.84M 17,454 +9,956 +133%
AWS
85
AJ Wealth Strategies
New York
$1.82M 17,258 +17,258 New
FCIM
86
Fairview Capital Investment Management
California
$1.8M 17,125 +7,525 +78%
AG
87
Advisor Group
Arizona
$1.78M 16,914 +6,565 +63%
WCF
88
West Coast Financial
California
$1.71M 16,233 +3,490 +27%
LFA
89
Legacy Financial Advisors
Kentucky
$1.67M 15,805 +15,805 New
PA
90
Pinnacle Associates
New York
$1.62M 15,350 -8,100 -35%
WFPG
91
Waller Financial Planning Group
Ohio
$1.6M 15,210 +15,210 New
DC
92
Davenport & Co
Virginia
$1.58M 14,999 +2,635 +21%
QAM
93
Questar Asset Management
Minnesota
$1.53M 14,555 +14,555 New
AI
94
Atria Investments
North Carolina
$1.51M 14,357 +1,620 +13%
SP
95
Symmetry Partners
Connecticut
$1.48M 14,023 -420 -3%
PAG
96
Private Advisor Group
New Jersey
$1.45M 13,792 -12,621 -48%
SBL
97
Sargent Bickham Lagudis
Colorado
$1.45M 13,783 -2,055 -13%
I
98
IberiaBank
Louisiana
$1.42M 13,494 +13,494 New
WAG
99
Winthrop Advisory Group
Massachusetts
$1.42M 13,424 +5,685 +73%
SFA
100
Sequoia Financial Advisors
Ohio
$1.4M 13,279 +13,279 New
2 3
4
5 6