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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

177 hedge funds and large institutions have $830M invested in iShares Short-Term National Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 20 closing their positions.

Holders
177
Holders Change
-2
Holders Change %
-1.12%
% of All Funds
4.41%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
20
Increased
66
Reduced
52
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$68.7M
2
BlackRock
2
BlackRock
New York
$23.3M
3
Jane Street
3
Jane Street
New York
$9.89M
4
CCM
4
Coldstream Capital Management
Washington
$8.76M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.99M

Top Sellers

1
CGL
1
Clarius Group LLC
Washington
$0
2
Bank of America
2
Bank of America
North Carolina
$168M
3
LPT
3
Legacy Private Trust
Wisconsin
$3.08M
4
TC
4
Telemus Capital
Michigan
$0
5
Wells Fargo
5
Wells Fargo
California
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
101
HighTower Advisors
Illinois
$529K 5,015 -4,079 -45%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$528K 5,000 – –
JWS
103
Juncture Wealth Strategies
Arizona
$522K 4,945 -1,302 -21%
PWM
104
Perigon Wealth Management
California
$501K 4,746 +575 +14%
Truist Financial
105
Truist Financial
North Carolina
$494K 4,675 – –
AG
106
Advisor Group
Arizona
$490K 4,646 +69 +2%
TFF
107
The Family Firm
Maryland
$489K 4,636 +7 +0.2%
First Trust Advisors
108
First Trust Advisors
Illinois
$483K 4,573 -897 -16%
LWM
109
LBA Wealth Management
Florida
$478K 4,525 -150 -3%
CL
110
CPWM LLC
Washington
$472K 4,471 +7 +0.2%
HPWM
111
Highland Private Wealth Management
Washington
$469K 4,440 +500 +13%
BCM
112
BTC Capital Management
Iowa
$468K 4,438 +4,438 New
BSB
113
Bangor Savings Bank
Maine
$452K 4,280 – –
VCM
114
Vigilant Capital Management
Maine
$433K 4,102 – –
OAM
115
Occidental Asset Management
California
$425K 4,028 – –
HH
116
Hilltop Holdings
Texas
$422K 4,000 – –
CWM
117
Concert Wealth Management
California
$402K 3,820 -204 -5%
CISOA
118
Capital Investment Services of America
Wisconsin
$396K 3,750 – –
Bessemer Group
119
Bessemer Group
New Jersey
$379K 3,580 – –
EFSCE
120
Enterprise Financial Services Corp (EFSC)
Missouri
$356K 3,376 – –
CASB
121
Cape Ann Savings Bank
Massachusetts
$342K 3,240 – –
HTC
122
Haverford Trust Company
Pennsylvania
$340K 3,220 +393 +14%
BCM
123
Boltwood Capital Management
California
$337K 3,198 +645 +25%
LYV
124
Live Your Vision
Pennsylvania
$336K 3,185 – –
JIC
125
Johnson Investment Counsel
Ohio
$328K 3,108 +108 +4%
3 4
5
6 7