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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

144 hedge funds and large institutions have $603M invested in iShares Short-Term National Muni Bond ETF in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 37 reducing their positions, and 7 closing their positions.

Holders
144
Holders Change
+15
Holders Change %
+11.63%
% of All Funds
3.84%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
23
Increased
41
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UFF
1
USA Financial Formulas
Michigan
$15.7M
2
UBS Group
2
UBS Group
Switzerland
$61.2M
3
Bank of America
3
Bank of America
North Carolina
$191M
4
EA
4
Efficient Advisors
Ohio
$4.99M
5
Jane Street
5
Jane Street
New York
$4.85M

Top Sellers

1
BIM
1
BlackRock Investment Management
Delaware
$13.4M
2
BAC
2
Boys Arnold & Co
North Carolina
$1.17M
3
IA
3
IFP Advisors
Florida
$3K
4
KeyBank National Association
4
KeyBank National Association
Ohio
$1.35M
5
BFA
5
Bragg Financial Advisors
North Carolina
$2.96M
Name Market Value Shares Shares
Change 		Shares
Change %
Bessemer Group
101
Bessemer Group
New Jersey
$326K 3,075 -739 -19%
GWM
102
Gupta Wealth Management
California
$324K 3,050 -50 -2%
JIC
103
Johnson Investment Counsel
Ohio
$318K 3,000 – –
AIP
104
Ameritas Investment Partners
Nebraska
$315K 2,970 +575 +24%
HNB
105
Huntington National Bank
Ohio
– – – –
WF
106
WealthTrust Fairport
Ohio
$301K 2,835 – –
HTC
107
Haverford Trust Company
Pennsylvania
$300K 2,827 -472 -14%
BCI
108
Brinker Capital Investments
Pennsylvania
$300K 2,824 +2,824 New
BCM
109
Boltwood Capital Management
California
$271K 2,553 – –
BBA
110
BLB&B Advisors
Pennsylvania
$246K 2,314 +2,314 New
CWM
111
Cabot Wealth Management
Massachusetts
$236K 2,225 – –
ACS
112
Archford Capital Strategies
Illinois
$233K 2,195 -150 -6%
CTA
113
Chesley Taft & Associates
Illinois
$228K 2,150 – –
PMG
114
ProVise Management Group
Florida
$220K 2,073 +2,073 New
1IA
115
1834 Investment Advisors
Wisconsin
$212K 2,000 -300 -13%
LIM
116
Leavell Investment Management
Alabama
$212K 2,000 – –
ACP
117
Aviance Capital Partners
Florida
$212K 2,000 – –
PGFC
118
Peapack-Gladstone Financial Corp
New Jersey
$209K 1,970 – –
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$208K 1,963 -33 -2%
CWM
120
Cornerstone Wealth Management
Missouri
$205K 1,933 +1,933 New
BlackRock
121
BlackRock
New York
$204K 1,923 +1,506 +361%
VNA
122
Valley National Advisers
Pennsylvania
$167K 1,574 -136 -8%
WIC
123
Woodmont Investment Counsel
Tennessee
$106K 1,000 – –
GWM
124
Geneos Wealth Management
Colorado
$97K 922 +922 New
AWMS
125
Advocacy Wealth Management Services
Georgia
$96K 900 +900 New
3 4
5
6 7