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iShares Short-Term National Muni Bond ETF

229 hedge funds and large institutions have $1.01B invested in iShares Short-Term National Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 69 reducing their positions, and 17 closing their positions.

Holders
229
Holders Change
+10
Holders Change %
+4.57%
% of All Funds
5.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
28
Increased
80
Reduced
69
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
$162M 1,544,790 -71,117 -4%
SEI Investments
2
SEI Investments
Pennsylvania
$141M 1,344,200 +117,629 +10%
UBS Group
3
UBS Group
Switzerland
$104M 989,669 +40,751 +4%
US Bancorp
4
US Bancorp
Minnesota
$65M 620,837 +39,455 +7%
Morgan Stanley
5
Morgan Stanley
New York
$63.1M 602,802 -2,612 -0.4%
Ameriprise
6
Ameriprise
Minnesota
$46.7M 445,906 -17,178 -4%
OCM
7
One Capital Management
California
$29.9M 285,776 +35,668 +14%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.2M 260,130 +26,745 +11%
IA
9
Independence Advisors
Pennsylvania
$19.1M 182,496 +103 +0.1%
Wells Fargo
10
Wells Fargo
California
$17.4M 165,772 +923 +0.6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$15.1M 144,061 +48,218 +50%
LPL Financial
12
LPL Financial
California
$13.1M 124,795 +3,225 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$11.5M 110,192 -9,006 -8%
Goldman Sachs
14
Goldman Sachs
New York
$8.39M 80,124 +99 +0.1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$8.18M 78,059 +10 +0%
CCM
16
Coldstream Capital Management
Washington
$7.89M 75,292 -5,232 -6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$7.88M 75,197 -63,399 -46%
CFMC
18
Curbstone Financial Management Corp
New Hampshire
$7.8M 74,450 +700 +0.9%
TF
19
TIAA FSB
Florida
$7.33M 69,945 +17,516 +33%
JIR
20
James Investment Research
Ohio
$7.29M 69,626 +4,807 +7%
BFA
21
Bragg Financial Advisors
North Carolina
$7.25M 69,221 +6,904 +11%
IWM
22
IHT Wealth Management
Illinois
$6.79M 64,800 +32,563 +101%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$5.67M 54,130 +7,019 +15%
CJA
24
C-J Advisory
California
$5.4M 51,600 -462 -0.9%
Stifel Financial
25
Stifel Financial
Missouri
$5.31M 50,659 +325 +0.6%