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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 %
QCMC
151
Quantum Capital Management (California)
California
$309K – – –
OFG
152
OmniStar Financial Group
North Carolina
$303K +$5.77K +55 +2%
WAP
153
Wealthcare Advisory Partners
Pennsylvania
$292K -$706K -6,731 -71%
AWMS
154
Advocacy Wealth Management Services
Georgia
$291K – – –
CISOA
155
Capital Investment Services of America
Wisconsin
$289K -$105K -1,000 -27%
KeyBank National Association
156
KeyBank National Association
Ohio
$275K – – –
KWA
157
KCS Wealth Advisory
California
$273K +$21.7K +207 +9%
BSB
158
Bangor Savings Bank
Maine
$270K – – –
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$269K – – –
MWM
160
Mission Wealth Management
California
$267K +$267K +2,541 New
AWE
161
Avidian Wealth Enterprises
Texas
$259K – – –
APA
162
American Portfolios Advisors
New York
$253K – – –
BBA
163
BLB&B Advisors
Pennsylvania
$243K – – –
LIM
164
Leavell Investment Management
Alabama
$235K – – –
FFIC
165
First Fiduciary Investment Counsel
Ohio
$234K – – –
ASN
166
Advisory Services Network
Georgia
$233K +$128K +1,211 +121%
VF
167
Virtu Financial
New York
$223K +$223K +2,125 New
AIP
168
Ameritas Investment Partners
Nebraska
$214K +$6.8K +65 +3%
VCM
169
Vigilant Capital Management
Maine
$213K -$144K -1,367 -40%
JIC
170
Johnson Investment Counsel
Ohio
$210K -$105K -1,000 -33%
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$207K -$105K -1,000 -34%
CAL
172
Capital Advisors Ltd
Ohio
$186K – – –
PA
173
Parallel Advisors
California
$183K -$1.26K -12 -0.7%
Citigroup
174
Citigroup
New York
$180K -$4.21K -40 -2%
PCG
175
Private Capital Group
Connecticut
$170K +$170K +1,620 New
5 6
7
8 9