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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

215 hedge funds and large institutions have $927M invested in iShares Short-Term National Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 78 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+32
Holders Change %
+17.49%
% of All Funds
4.88%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
51
Increased
78
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$28.8M
2
IA
Independence Advisors
Pennsylvania
$19.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$18.6M
4
PWM
Patriot Wealth Management
Texas
$7.65M
5
TF
TIAA FSB
Florida
$5.33M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$165M
2
JIR
James Investment Research
Ohio
$6.44M
3
CFMC
Curbstone Financial Management Corp
New Hampshire
$3.79M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20M
5
OCM
One Capital Management
California
$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBA
126
Secrest Blakey & Associates
North Carolina
$510K +$510K +4,862 New
SB
127
Suntrust Banks
Georgia
$507K +$155K +1,463 +44%
TNBTD
128
Trustmark National Bank Trust Department
Mississippi
$498K -$20.9K -199 -4%
CA
129
Calton & Associates
Florida
$496K +$496K +4,727 New
BCM
130
Boltwood Capital Management
California
$490K +$134K +1,275 +38%
TFF
131
The Family Firm
Maryland
$486K +$1.78K +17 +0.4%
CL
132
CPWM LLC
Washington
$473K +$1.68K +16 +0.4%
HPWM
133
Highland Private Wealth Management
Washington
$466K – – –
CASB
134
Cape Ann Savings Bank
Massachusetts
$450K +$450K +4,290 New
First Trust Advisors
135
First Trust Advisors
Illinois
$447K -$7.23K -69 -2%
MWM
136
Mission Wealth Management
California
$439K +$157K +1,500 +56%
DCM
137
Dimension Capital Management
Florida
$435K – – –
IA
138
IFG Advisory
Georgia
$424K +$424K +4,043 New
SPC
139
Sigma Planning Corp
Michigan
$422K -$73.3K -700 -15%
OAM
140
Occidental Asset Management
California
$422K – – –
WAOTB
141
Wealth Advisors of Tampa Bay
Florida
$422K +$422K +4,023 New
HH
142
Hilltop Holdings
Texas
$419K +$85.1K +812 +25%
WAG
143
Winthrop Advisory Group
Massachusetts
$409K +$409K +3,902 New
WP
144
WealthSource Partners
California
$400K +$400K +3,810 New
Bessemer Group
145
Bessemer Group
New Jersey
$398K – – –
BSB
146
Bangor Savings Bank
Maine
$397K +$1.15K +11 +0.3%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$396K – – –
CISOA
148
Capital Investment Services of America
Wisconsin
$393K – – –
Millennium Management
149
Millennium Management
New York
$372K +$372K +3,549 New
VCM
150
Vigilant Capital Management
Maine
$356K – – –
4 5
6
7 8