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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.

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

Top Sellers

1
BIM
BlackRock Investment Management
Delaware
$13.4M
2
BAC
Boys Arnold & Co
North Carolina
$1.17M
3
IA
IFP Advisors
Florida
$3K
4
KeyBank National Association
KeyBank National Association
Ohio
$1.35M
5
BFA
Bragg Financial Advisors
North Carolina
$2.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$88K +$88K +829 New
CBT
127
Central Bank & Trust
Kentucky
$85K +$85K +800 New
GAM
128
Gemmer Asset Management
California
$69K -$9.89K -94 -13%
AWM
129
Avior Wealth Management
Nebraska
$65K – – –
IIC
130
Integrated Investment Consultants
Michigan
$63K +$63K +594 New
CS
131
Credential Securities
$49.3K – – –
MFT
132
Moisand Fitzgerald Tamayo
Florida
$39K – – –
IFA
133
Interactive Financial Advisors
Illinois
$34K -$212 -2 -0.6%
FMII
134
Farmers & Merchants Investments Inc
Nebraska
$27K – – –
FNBT
135
FineMark National Bank & Trust
Florida
$27K +$27K +250 New
PG
136
Patten Group
Tennessee
$26.5K – – –
SWA
137
Sutton Wealth Advisors
Florida
$25.5K +$25.5K +240 New
BFEC
138
Benjamin F. Edwards & Company
Missouri
$25K – – –
CAL
139
Capital Analysts LLC
Pennsylvania
$11.7K – – –
AW
140
Alpha Windward
Massachusetts
$9K – – –
CA
141
CapWealth Advisors
Tennessee
$8K – – –
AssetMark Inc
142
AssetMark Inc
California
$5K +$1.47K +15 +42%
ACM
143
Argentus Capital Management
Texas
$5K +$5K +47 New
IA
144
IFP Advisors
Florida
$3K -$820K -7,655 -100%
EWM
145
Endurance Wealth Management
Rhode Island
$1.09K – – –
CG
146
Colony Group
Massachusetts
– -$506K -4,780 Closed
Invesco
147
Invesco
Georgia
– -$243K -2,297 Closed
PWM
148
Perigon Wealth Management
California
– -$223K -2,102 Closed
KCPG
149
Kavar Capital Partners Group
Kansas
– -$105K -1,000 Closed
DADC
150
D.A. Davidson & Co
Montana
– -$98K -930 Closed
3 4 5
6
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