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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

215 hedge funds and large institutions have $927M invested in iShares Short-Term National Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 78 increasing their positions, 54 reducing their positions, and 16 closing their positions.

Holders
215
Holders Change
+32
Holders Change %
+17.49%
% of All Funds
4.88%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
51
Increased
78
Reduced
54
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$28.8M
2
IA
2
Independence Advisors
Pennsylvania
$19.7M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$18.6M
4
PWM
4
Patriot Wealth Management
Texas
$7.65M
5
TF
5
TIAA FSB
Florida
$5.33M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$165M
2
JIR
2
James Investment Research
Ohio
$6.44M
3
CFMC
3
Curbstone Financial Management Corp
New Hampshire
$3.79M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20M
5
OCM
5
One Capital Management
California
$17.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$165M 1,573,890 -300,624 -16%
SEI Investments
2
SEI Investments
Pennsylvania
$99.9M 953,007 -12,246 -1%
UBS Group
3
UBS Group
Switzerland
$90.3M 860,617 +3,187 +0.4%
Morgan Stanley
4
Morgan Stanley
New York
$51.5M 490,959 +11,716 +2%
US Bancorp
5
US Bancorp
Minnesota
$47.8M 455,720 -25,746 -5%
Ameriprise
6
Ameriprise
Minnesota
$44.9M 428,219 +30,742 +8%
Jane Street
7
Jane Street
New York
$28.8M 274,608 +274,608 New
KIM
8
Karpus Investment Management
New York
$21.4M 203,624 -28,144 -12%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20M 190,727 -38,086 -17%
IA
10
Independence Advisors
Pennsylvania
$19.7M 187,814 +187,814 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$18.6M 177,135 +73,994 +72%
OCM
12
One Capital Management
California
$17.9M 171,086 -30,284 -15%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$17.7M 168,309 -23,012 -12%
Wells Fargo
14
Wells Fargo
California
$15.8M 150,436 -2,760 -2%
LPL Financial
15
LPL Financial
California
$10.6M 100,769 +2,775 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$9.43M 89,894 +877 +1%
CCM
17
Coldstream Capital Management
Washington
$8.24M 78,591 -1,246 -2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$8.09M 77,095 -27,933 -27%
PWM
19
Patriot Wealth Management
Texas
$7.65M 72,924 +72,924 New
CCG
20
Cypress Capital Group
Florida
$6.63M 63,211 -4,040 -6%
JIR
21
James Investment Research
Ohio
$6.44M 61,391 -58,533 -49%
TF
22
TIAA FSB
Florida
$5.33M 50,779 +38,326 +308%
CJA
23
C-J Advisory
California
$5.04M 48,099 +384 +0.8%
BCI
24
Brinker Capital Investments
Pennsylvania
$4.61M 43,932 +5,859 +15%
EA
25
Efficient Advisors
Ohio
$4.58M 43,631 +1,729 +4%
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