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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.

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

Top Sellers

1
CGL
Clarius Group LLC
Washington
$0
2
Bank of America
Bank of America
North Carolina
$168M
3
LPT
Legacy Private Trust
Wisconsin
$3.08M
4
TC
Telemus Capital
Michigan
$0
5
Wells Fargo
Wells Fargo
California
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
126
White Pine Capital
Minnesota
$316K +$316K +2,995 New
SPC
127
Sigma Planning Corp
Michigan
$315K +$13.6K +129 +5%
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$313K -$101K -955 -24%
SB
129
Suntrust Banks
Georgia
$309K +$92.3K +869 +43%
CWM
130
Cornerstone Wealth Management
Missouri
$307K +$42.4K +403 +16%
BSWM
131
Boston Standard Wealth Management
Massachusetts
$303K -$50.3K -476 -14%
WF
132
WealthTrust Fairport
Ohio
$299K – – –
VA
133
Valmark Advisers
Ohio
$291K -$29K -275 -9%
MWM
134
Mission Wealth Management
California
$282K -$790K -7,468 -74%
SCA
135
Snowden Capital Advisors
New York
$261K +$261K +2,473 New
CTA
136
Chesley Taft & Associates
Illinois
$250K +$26.4K +250 +12%
BBA
137
BLB&B Advisors
Pennsylvania
$244K – – –
LIM
138
Leavell Investment Management
Alabama
$242K – – –
MA
139
MUFG Americas
New York
$238K -$100K -948 -30%
QCMC
140
Quantum Capital Management (California)
California
$237K +$237K +2,243 New
CAM
141
Caprin Asset Management
Virginia
$235K – – –
CAL
142
Capital Advisors Ltd
Ohio
$232K -$22.2K -210 -9%
MSR
143
Main Street Research
Connecticut
$226K +$226K +2,137 New
AWMS
144
Advocacy Wealth Management Services
Georgia
$217K +$62.3K +590 +40%
GWM
145
Geneos Wealth Management
Colorado
$216K -$20.3K -193 -9%
CWM
146
Cabot Wealth Management
Massachusetts
$216K -$5.28K -50 -2%
BA
147
BKS Advisors
Michigan
$216K +$216K +2,050 New
ACP
148
Aviance Capital Partners
Florida
$211K – – –
AIP
149
Ameritas Investment Partners
Nebraska
$210K -$197K -1,865 -48%
FNT
150
First National Trust
Pennsylvania
$209K +$209K +1,978 New
4 5
6
7 8