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iShares Short-Term National Muni Bond ETF

177 hedge funds and large institutions have $830M invested in iShares Short-Term National Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 20 closing their positions.

Holders
177
Holders Change
-2
Holders Change %
-1.12%
% of All Funds
4.41%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
20
Increased
66
Reduced
52
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$168M 1,590,799 -121,898 -7%
UBS Group
2
UBS Group
Switzerland
$84.2M 797,858 +21,953 +3%
SEI Investments
3
SEI Investments
Pennsylvania
$68.7M 650,714 +239,654 +58%
US Bancorp
4
US Bancorp
Minnesota
$53.5M 506,756 -53,341 -10%
Morgan Stanley
5
Morgan Stanley
New York
$43.9M 415,485 -15,686 -4%
Ameriprise
6
Ameriprise
Minnesota
$34.6M 327,426 +53,386 +19%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28M 265,478 +2,923 +1%
KIM
8
Karpus Investment Management
New York
$25.5M 241,697 +19,697 +9%
BlackRock
9
BlackRock
New York
$23.3M 220,471 +211,768 +2,433%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$12.2M 115,370 -50,325 -30%
JIR
11
James Investment Research
Ohio
$11.6M 110,102 +44,897 +69%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$11.2M 105,727 +33,645 +47%
Wells Fargo
13
Wells Fargo
California
$11.1M 105,179 -70,768 -40%
SIA
14
Spruce Investment Advisors
Connecticut
$11M 103,760 -49,474 -32%
EA
15
Efficient Advisors
Ohio
$10.9M 103,255 +8,749 +9%
LPL Financial
16
LPL Financial
California
$10.3M 97,342 +45,541 +88%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$9.99M 94,575 +67,604 +251%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$9.95M 94,181 -1,871 -2%
Jane Street
19
Jane Street
New York
$9.89M 93,618 +93,618 New
CCM
20
Coldstream Capital Management
Washington
$8.76M 82,965 +82,965 New
IA
21
Independence Advisors
Pennsylvania
$8.18M 77,476 +9,560 +14%
CCG
22
Cypress Capital Group
Florida
$6.71M 63,495 -1,650 -3%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$4.96M 47,007 +39,565 +532%
CJA
24
C-J Advisory
California
$4.78M 45,311 +758 +2%
Stifel Financial
25
Stifel Financial
Missouri
$4.78M 45,160 -2,678 -6%