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iShares Short-Term National Muni Bond ETF

209 hedge funds and large institutions have $965M invested in iShares Short-Term National Muni Bond ETF in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 78 increasing their positions, 68 reducing their positions, and 23 closing their positions.

Holders
209
Holders Change
-6
Holders Change %
-2.79%
% of All Funds
4.8%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
19
Increased
78
Reduced
68
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$165M 1,577,168 +3,278 +0.2%
SEI Investments
2
SEI Investments
Pennsylvania
$136M 1,293,830 +340,823 +36%
UBS Group
3
UBS Group
Switzerland
$94.4M 900,045 +39,428 +5%
Morgan Stanley
4
Morgan Stanley
New York
$59.3M 565,266 +74,307 +15%
US Bancorp
5
US Bancorp
Minnesota
$49.6M 473,173 +17,453 +4%
Ameriprise
6
Ameriprise
Minnesota
$46.8M 446,713 +18,494 +4%
OCM
7
One Capital Management
California
$24.6M 234,224 +63,138 +37%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$22.8M 217,643 +26,916 +14%
IA
9
Independence Advisors
Pennsylvania
$19.4M 184,708 -3,106 -2%
Wells Fargo
10
Wells Fargo
California
$18.6M 177,199 +26,763 +18%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$15.2M 145,278 -23,031 -14%
KIM
12
Karpus Investment Management
New York
$15.2M 144,524 -59,100 -29%
LPL Financial
13
LPL Financial
California
$13.3M 126,509 +25,740 +26%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$12.4M 117,786 -59,349 -34%
JIR
15
James Investment Research
Ohio
$8.91M 84,949 +23,558 +38%
Jane Street
16
Jane Street
New York
$8.59M 81,902 -192,706 -70%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$8.49M 80,925 +3,830 +5%
Goldman Sachs
18
Goldman Sachs
New York
$8.38M 79,892 +43,355 +119%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$8.24M 78,755 -11,139 -12%
CCM
20
Coldstream Capital Management
Washington
$8.23M 78,462 -129 -0.2%
TF
21
TIAA FSB
Florida
$8.06M 76,881 +26,102 +51%
CFMC
22
Curbstone Financial Management Corp
New Hampshire
$7.8M 74,350 +38,175 +106%
PWM
23
Patriot Wealth Management
Texas
$6.84M 65,219 -7,705 -11%
CJA
24
C-J Advisory
California
$5.52M 52,746 +4,647 +10%
BCI
25
Brinker Capital Investments
Pennsylvania
$5.37M 51,240 +7,308 +17%