SUB icon

iShares Short-Term National Muni Bond ETF
SUB

Overview Fund Activity

112 hedge funds and large institutions have $461M invested in iShares Short-Term National Muni Bond ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 21 reducing their positions, and 5 closing their positions.

Holders
112
Holders Change
+7
Holders Change %
+6.67%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
48
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$5.11M
2
U
2
UBS
Switzerland
$34.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$46.7M
4
Wells Fargo
4
Wells Fargo
California
$10.5M
5
AIM
5
Allen Investment Management
New York
$4.96M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$186M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.8M
3
CWM
3
Confluence Wealth Management
Oregon
$0
4
KeyBank National Association
4
KeyBank National Association
Ohio
$7.38M
5
PFM
5
Phillips Financial Management
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$186M 1,752,905 -70,069 -4%
Morgan Stanley
2
Morgan Stanley
New York
$46.7M 440,031 +30,933 +8%
U
3
UBS
Switzerland
$34.1M 320,960 +35,710 +13%
US Bancorp
4
US Bancorp
Minnesota
$27.7M 260,469 -9,852 -4%
DWM
5
Destination Wealth Management
California
$16.6M 156,448 +7,288 +5%
Wells Fargo
6
Wells Fargo
California
$10.5M 98,994 +14,216 +17%
KeyBank National Association
7
KeyBank National Association
Ohio
$7.38M 69,528 -19,116 -22%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.12M 67,088 +8,685 +15%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$5.92M 55,714 +3,904 +8%
BAC
10
Boys Arnold & Co
North Carolina
$5.79M 54,513 -2,850 -5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.42M 51,048 +2,738 +6%
Jane Street
12
Jane Street
New York
$5.11M 48,076 +44,494 +1,242%
CCG
13
Cypress Capital Group
Florida
$5.05M 47,590 +11,898 +33%
AIM
14
Allen Investment Management
New York
$4.96M 46,700 +11,900 +34%
TYCC
15
Texas Yale Capital Corp
Florida
$4.57M 43,050 – –
Stifel Financial
16
Stifel Financial
Missouri
$4.07M 38,342 +1,540 +4%
LPL Financial
17
LPL Financial
California
$3.9M 36,726 +896 +3%
HFS
18
HL Financial Services
Kentucky
$3.34M 31,427 +965 +3%
LG
19
LaFleur & Godfrey
Michigan
$3.2M 30,125 -350 -1%
BFA
20
Bragg Financial Advisors
North Carolina
$3.09M 29,140 +9,106 +45%
Comerica Bank
21
Comerica Bank
Texas
$2.86M 26,970 -1,127 -4%
First Trust Advisors
22
First Trust Advisors
Illinois
$2.7M 25,397 +1,326 +6%
PGA
23
Portland Global Advisors
Maine
$2.46M 23,122 +4,139 +22%
UCFA
24
United Capital Financial Advisors
Texas
$2.41M 22,652 +3,613 +19%
BIM
25
BlackRock Investment Management
Delaware
$2.32M 21,826 +4,329 +25%
1
2 3 4 5