SUB icon

iShares Short-Term National Muni Bond ETF

139 hedge funds and large institutions have $599M invested in iShares Short-Term National Muni Bond ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
139
Holders Change
-5
Holders Change %
-3.47%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
10
Increased
45
Reduced
44
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$180M 1,694,711 -109,365 -6%
UBS Group
2
UBS Group
Switzerland
$64.8M 609,556 +33,224 +6%
Morgan Stanley
3
Morgan Stanley
New York
$37.3M 350,415 -62,262 -15%
SEI Investments
4
SEI Investments
Pennsylvania
$33.4M 314,431 +55,836 +22%
BIM
5
BlackRock Investment Management
Delaware
$24.4M 229,319 +103,536 +82%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$22.3M 209,750 +14,577 +7%
US Bancorp
7
US Bancorp
Minnesota
$20.3M 190,514 -30,960 -14%
Wells Fargo
8
Wells Fargo
California
$14.7M 137,924 -262 -0.2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$11M 103,467 -13,734 -12%
Ameriprise
10
Ameriprise
Minnesota
$10.9M 111,745 +66,783 +149%
UCFA
11
United Capital Financial Advisors
Texas
$10.1M 94,894 +6,169 +7%
CFMC
12
Curbstone Financial Management Corp
New Hampshire
$8.49M 79,800 -4,450 -5%
EA
13
Efficient Advisors
Ohio
$7.58M 71,310 +24,265 +52%
CCG
14
Cypress Capital Group
Florida
$6.46M 60,760 +2,770 +5%
Stifel Financial
15
Stifel Financial
Missouri
$5.38M 50,597 -6,535 -11%
SIC
16
Sigma Investment Counselors
Michigan
$5.3M 49,843 +2,598 +5%
BFA
17
Bragg Financial Advisors
North Carolina
$5.06M 47,556 +19,679 +71%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$4.99M 46,895 +39,780 +559%
LPT
19
Legacy Private Trust
Wisconsin
$4.71M 44,283 -3,345 -7%
JIR
20
James Investment Research
Ohio
$4.7M 44,198 +18,226 +70%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$4.62M 43,455 +835 +2%
LPL Financial
22
LPL Financial
California
$4.09M 38,392 -37,408 -49%
AIM
23
Allen Investment Management
New York
$3.96M 37,220
VKH
24
Virtu KCG Holdings
New York
$3.87M 36,352 +11,093 +44%
SBL
25
Sargent Bickham Lagudis
Colorado
$3.52M 33,056 +33,056 New