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iShares Short-Term National Muni Bond ETF

153 hedge funds and large institutions have $634M invested in iShares Short-Term National Muni Bond ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 6 closing their positions.

Holders
153
Holders Change
+14
Holders Change %
+10.07%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
20
Increased
54
Reduced
41
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$178M 1,679,944 -14,767 -0.9%
UBS Group
2
UBS Group
Switzerland
$74.2M 700,280 +90,724 +15%
SEI Investments
3
SEI Investments
Pennsylvania
$41.7M 393,817 +79,386 +25%
Morgan Stanley
4
Morgan Stanley
New York
$40.3M 379,757 +29,342 +8%
BIM
5
BlackRock Investment Management
Delaware
$31.4M 296,704 +67,385 +29%
US Bancorp
6
US Bancorp
Minnesota
$22.4M 211,711 +21,197 +11%
Ameriprise
7
Ameriprise
Minnesota
$18.4M 171,864 +60,119 +54%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$15.3M 144,606 -65,144 -31%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.5M 136,781 +136,781 New
Wells Fargo
10
Wells Fargo
California
$11.6M 109,691 -28,233 -20%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$11.2M 106,051 +2,584 +2%
EA
12
Efficient Advisors
Ohio
$9.85M 92,959 +21,649 +30%
LPT
13
Legacy Private Trust
Wisconsin
$9.84M 92,848 +48,565 +110%
CFMC
14
Curbstone Financial Management Corp
New Hampshire
$8.14M 76,800 -3,000 -4%
CCG
15
Cypress Capital Group
Florida
$6.63M 62,535 +1,775 +3%
Stifel Financial
16
Stifel Financial
Missouri
$6.02M 56,731 +6,134 +12%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.74M 54,144 +10,689 +25%
JIR
18
James Investment Research
Ohio
$5.36M 50,519 +6,321 +14%
BFA
19
Bragg Financial Advisors
North Carolina
$5.19M 48,918 +1,362 +3%
CJA
20
C-J Advisory
California
$4.81M 45,330 +45,330 New
LPL Financial
21
LPL Financial
California
$4.55M 42,928 +4,536 +12%
AIM
22
Allen Investment Management
New York
$3.95M 37,220
MG
23
Mather Group
Illinois
$3.38M 31,900 +9,458 +42%
LG
24
LaFleur & Godfrey
Michigan
$3.37M 31,820 +900 +3%
BAC
25
Boys Arnold & Co
North Carolina
$3.19M 30,123 -400 -1%