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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 %
WTC
101
WhitTier Trust Company
Nevada
$748K -$54.6K -520 -7%
DC
102
Davenport & Co
Virginia
$742K – – –
WAG
103
Winthrop Advisory Group
Massachusetts
$702K +$192K +1,829 +38%
HighTower Advisors
104
HighTower Advisors
Illinois
$696K +$170K +1,625 +32%
WPC
105
White Pine Capital
Minnesota
$693K +$56.7K +540 +9%
AG
106
Advisor Group
Arizona
$688K -$66.4K -632 -9%
RJA
107
Raymond James & Associates
Florida
$681K +$224K +2,132 +49%
FC
108
FCA Corp
Texas
$639K -$4.2K -40 -0.7%
FAAS
109
First Allied Advisory Services
California
$636K +$405K +3,847 +175%
RBCM
110
Raub Brock Capital Management
California
$604K – – –
EWM
111
Endurance Wealth Management
Rhode Island
$602K +$10.5K +100 +2%
KL
112
KWMG LLC
Kansas
$588K +$15.7K +150 +3%
CS
113
Comerica Securities
Michigan
$576K -$23.6K -225 -4%
AFC
114
AFT Forsyth & Company
Florida
$567K – – –
HH
115
Hilltop Holdings
Texas
$556K -$395K -3,759 -42%
PTC
116
Private Trust Company
Ohio
$552K – – –
JWS
117
Juncture Wealth Strategies
Arizona
$544K -$6.62K -63 -1%
First Trust Advisors
118
First Trust Advisors
Illinois
$543K +$13.2K +126 +2%
TW
119
Transform Wealth
Colorado
$521K – – –
Creative Planning
120
Creative Planning
Kansas
$517K – – –
BUB
121
BBVA USA Bancshares
Texas
$517K +$227K +2,162 +78%
FFA
122
Fragasso Financial Advisors
Pennsylvania
$514K – – –
TFF
123
The Family Firm
Maryland
$483K +$1.26K +12 +0.3%
CL
124
CPWM LLC
Washington
$475K +$1.36K +13 +0.3%
HPWM
125
Highland Private Wealth Management
Washington
$466K +$466K +4,440 New
3 4
5
6 7