SUB icon

iShares Short-Term National Muni Bond ETF

219 hedge funds and large institutions have $983M invested in iShares Short-Term National Muni Bond ETF in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 73 reducing their positions, and 17 closing their positions.

Holders
219
Holders Change
+10
Holders Change %
+4.78%
% of All Funds
5.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
28
Increased
71
Reduced
73
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$170M 1,615,907 +38,739 +2%
SEI Investments
2
SEI Investments
Pennsylvania
$129M 1,226,571 -67,259 -5%
UBS Group
3
UBS Group
Switzerland
$99.7M 948,918 +48,873 +5%
Morgan Stanley
4
Morgan Stanley
New York
$63.6M 605,414 +40,148 +7%
US Bancorp
5
US Bancorp
Minnesota
$61.1M 581,382 +108,209 +23%
Ameriprise
6
Ameriprise
Minnesota
$48.6M 463,084 +16,371 +4%
OCM
7
One Capital Management
California
$26.3M 250,108 +15,884 +7%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.5M 233,385 +15,742 +7%
IA
9
Independence Advisors
Pennsylvania
$19.2M 182,393 -2,315 -1%
Wells Fargo
10
Wells Fargo
California
$17.3M 164,849 -12,350 -7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$14.6M 138,596 -6,682 -5%
LPL Financial
12
LPL Financial
California
$12.8M 121,570 -4,939 -4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$12.5M 119,198 +1,412 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$10.1M 95,843 +17,088 +22%
CCM
15
Coldstream Capital Management
Washington
$8.46M 80,524 +2,062 +3%
Goldman Sachs
16
Goldman Sachs
New York
$8.4M 80,025 +133 +0.2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$8.2M 78,049 -2,876 -4%
CFMC
18
Curbstone Financial Management Corp
New Hampshire
$7.75M 73,750 -600 -0.8%
CWM
19
Cornerstone Wealth Management
Missouri
$6.93M 727,128 +720,501 +10,872%
JIR
20
James Investment Research
Ohio
$6.81M 64,819 -20,130 -24%
BFA
21
Bragg Financial Advisors
North Carolina
$6.55M 62,317 +19,588 +46%
TF
22
TIAA FSB
Florida
$5.51M 52,429 -24,452 -32%
CJA
23
C-J Advisory
California
$5.47M 52,062 -684 -1%
Stifel Financial
24
Stifel Financial
Missouri
$5.29M 50,334 +119 +0.2%
EA
25
Efficient Advisors
Ohio
$5.12M 48,736 +3,662 +8%