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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

276 hedge funds and large institutions have $1.38B invested in iShares Short-Term National Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 95 increasing their positions, 74 reducing their positions, and 17 closing their positions.

Holders
276
Holders Change
+47
Holders Change %
+20.52%
% of All Funds
6.16%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
66
Increased
95
Reduced
74
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$225M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$48.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$91.7M
4
APP
4
Avantax Planning Partners
Iowa
$26.6M
5
DF
5
Donoghue Forlines
Massachusetts
$25.6M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$693K
2
IA
2
Independence Advisors
Pennsylvania
$14.5M
3
KIM
3
Karpus Investment Management
New York
$1.07M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25.5M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$225M 2,138,404 +593,614 +38%
SEI Investments
2
SEI Investments
Pennsylvania
$150M 1,420,488 +76,288 +6%
UBS Group
3
UBS Group
Switzerland
$128M 1,211,434 +221,765 +22%
Morgan Stanley
4
Morgan Stanley
New York
$91.7M 869,865 +267,063 +44%
US Bancorp
5
US Bancorp
Minnesota
$65.5M 621,628 +791 +0.1%
Ameriprise
6
Ameriprise
Minnesota
$49.7M 472,564 +26,658 +6%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$48.4M 459,129 +348,937 +317%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$38.3M 363,526 +219,465 +152%
Wells Fargo
9
Wells Fargo
California
$29.5M 280,318 +114,546 +69%
OCM
10
One Capital Management
California
$29.1M 275,615 -10,161 -4%
APP
11
Avantax Planning Partners
Iowa
$26.6M 252,296 +249,775 +9,908%
DF
12
Donoghue Forlines
Massachusetts
$25.6M 242,630 +239,881 +8,726%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25.5M 241,874 -18,256 -7%
LPL Financial
14
LPL Financial
California
$21.4M 202,842 +78,047 +63%
TF
15
TIAA FSB
Florida
$17M 161,086 +91,141 +130%
IA
16
Independence Advisors
Pennsylvania
$14.5M 137,951 -44,545 -24%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$12.2M 115,794 +95,464 +470%
Goldman Sachs
18
Goldman Sachs
New York
$11.2M 106,242 +26,118 +33%
RJA
19
Raymond James & Associates
Florida
$8.94M 84,834 +79,097 +1,379%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$8.34M 79,122 +1,063 +1%
GLLW
21
Graves Light Lenhart Wealth
Virginia
$8.2M 77,826 +77,826 New
CFMC
22
Curbstone Financial Management Corp
New Hampshire
$7.9M 74,950 +500 +0.7%
AF
23
Allworth Financial
California
$7.6M 72,136 +63,736 +759%
BFA
24
Bragg Financial Advisors
North Carolina
$7.57M 71,817 +2,596 +4%
IC
25
Inscription Capital
Texas
$7.15M 67,832 +67,832 New
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