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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 %
WCM
76
Wunderlich Capital Managemnt
Tennessee
$2.6M 24,363 +2,019 +9%
AWS
77
AJ Wealth Strategies
New York
$2.58M 24,181 +3,997 +20%
LPWM
78
Lake Point Wealth Management
Texas
$2.56M 24,057 – –
PA
79
Probity Advisors
Texas
$2.45M 22,954 +61 +0.3%
PFM
80
Phillips Financial Management
Indiana
$2.43M 22,848 -4,159 -15%
CWM
81
Cahaba Wealth Management
Georgia
$2.37M 22,207 -2,294 -9%
AIA
82
Alera Investment Advisors
Illinois
$2.23M 20,923 -19 -0.1%
HighTower Advisors
83
HighTower Advisors
Illinois
$2.23M 20,928 +3,391 +19%
NFG
84
Next Financial Group
Texas
$2.16M 20,252 +19,150 +1,738%
NWM
85
Northwest Wealth Management
Iowa
$2.12M 19,885 – –
BSW
86
Buckingham Strategic Wealth
Missouri
$2.11M 19,836 -4,031 -17%
AG
87
Advisor Group
Arizona
$2.09M 19,572 +2,170 +12%
IWM
88
IHT Wealth Management
Illinois
$2.03M 19,078 -541 -3%
IWMA
89
Ironwood Wealth Management (Arizona)
Arizona
$2M 18,772 -5,493 -23%
PWP
90
Personal Wealth Partners
Minnesota
$1.97M 18,485 – –
LWS
91
Lucia Wealth Services
California
$1.91M 17,966 -9,269 -34%
DC
92
Davenport & Co
Virginia
$1.91M 17,924 +1,325 +8%
FCIM
93
Fairview Capital Investment Management
California
$1.91M 17,925 – –
AA
94
Alesco Advisors
New York
$1.9M 17,872 -853 -5%
FI
95
FormulaFolio Investments
Michigan
$1.81M 16,994 +2,570 +18%
HNB
96
Huntington National Bank
Ohio
– – – –
SBL
97
Sargent Bickham Lagudis
Colorado
$1.8M 16,873 +3,090 +22%
QCG
98
Quadrant Capital Group
Ohio
$1.77M 16,666 +16,666 New
WAG
99
Winthrop Advisory Group
Massachusetts
$1.77M 16,643 +1,217 +8%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$1.75M 16,465 +2,045 +14%
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4
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