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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 %
SAM
101
SP Asset Management
California
$1.4M 13,265 -1,969 -13%
GBT
102
Grove Bank & Trust
Florida
$1.35M 12,833 +12,833 New
WT
103
Whittier Trust
California
$1.34M 12,737 -2,908 -19%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$1.31M 12,385 +562 +5%
SCM
105
Smith Capital Management
Arkansas
$1.29M 12,205 +12,205 New
BTS
106
BB&T Securities
Virginia
$1.26M 11,994 +5,998 +100%
HighTower Advisors
107
HighTower Advisors
Illinois
$1.26M 11,929 +1,474 +14%
PPP
108
Private Portfolio Partners
New Jersey
$1.22M 11,593 +11,593 New
CIA
109
Capital Investment Advisors
Georgia
$1.19M 11,246 -1,655 -13%
EWM
110
Elmwood Wealth Management
California
$1.14M 10,809 -4,766 -31%
GWM
111
Geneos Wealth Management
Colorado
$1.14M 10,791 +5,847 +118%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$1.12M 10,635 +10,385 +4,154%
KIM
113
Karpus Investment Management
New York
$1.07M 10,100 -19,998 -66%
HS
114
Horan Securities
United States
$1.06M 10,053 -72 -0.7%
CA
115
Continuum Advisory
Idaho
$1.05M 9,960 +9,960 New
JIP
116
Jaffetilchin Investment Partners
Florida
$1.04M 9,837 -7,542 -43%
W
117
Wealthquest
Ohio
$1.04M 9,909 +9,909 New
KL
118
KWMG LLC
Kansas
$1.04M 9,824 +4,263 +77%
LPWM
119
Lake Point Wealth Management
Texas
$1.01M 9,606 +9,606 New
FWP
120
FAS Wealth Partners
Kansas
$1.01M 9,553 +9,553 New
WLIM
121
White Lighthouse Investment Management
Massachusetts
$1M 9,500 – –
AC
122
Alexandria Capital
Virginia
$970K 9,201 +9,201 New
CS
123
Comerica Securities
Michigan
$940K 8,915 +2,562 +40%
BAS
124
Brown Advisory Securities
Maryland
$913K 8,679 +4,332 +100%
CFGS
125
Concourse Financial Group Securities
Alabama
$911K 8,649 +7,436 +613%
3 4
5
6 7