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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

294 hedge funds and large institutions have $1.55B invested in iShares Short-Term National Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 135 increasing their positions, 74 reducing their positions, and 18 closing their positions.

Holders
294
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
6.4%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.24%
New
22
Increased
135
Reduced
74
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$11.7M
2
SEI Investments
2
SEI Investments
Pennsylvania
$167M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$17.6M
4
EI
4
Ellevest Inc
New York
$11.6M
5
UBS AM
5
UBS AM
Illinois
$7.49M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$20M
2
BC
2
Brinker Capital
Pennsylvania
$16.6M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$7.23M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$202M 1,897,010 +23,777 +1%
SEI Investments
2
SEI Investments
Pennsylvania
$167M 1,563,580 +82,218 +6%
Morgan Stanley
3
Morgan Stanley
New York
$144M 1,353,501 +64,665 +5%
UBS Group
4
UBS Group
Switzerland
$125M 1,170,362 +35,315 +3%
US Bancorp
5
US Bancorp
Minnesota
$68.9M 646,966 -13,420 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$45.3M 424,946 +40,435 +11%
Ameriprise
7
Ameriprise
Minnesota
$45.1M 423,407 +2,970 +0.7%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$38.8M 364,097 -3,354 -0.9%
WCM
9
Windham Capital Management
Massachusetts
$35.4M 332,312 -3,071 -0.9%
OCM
10
One Capital Management
California
$33.8M 316,955 +22,615 +8%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.3M 228,248 -17,050 -7%
DF
12
Donoghue Forlines
Massachusetts
$24.1M 225,965 -13,057 -5%
Wells Fargo
13
Wells Fargo
California
$20M 188,097 -95,597 -34%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$17.6M 165,222 +79,930 +94%
LPL Financial
15
LPL Financial
California
$17M 159,493 +1,714 +1%
BC
16
Brinker Capital
Pennsylvania
$16.6M 155,704 -17,507 -10%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$16.5M 155,693 +17,985 +13%
IA
18
Independence Advisors
Pennsylvania
$14.6M 136,743 -248 -0.2%
TF
19
TIAA FSB
Florida
$14.3M 134,536 +3,713 +3%
Goldman Sachs
20
Goldman Sachs
New York
$12.9M 121,239 +12,959 +12%
Principal Financial Group
21
Principal Financial Group
Iowa
$11.7M 110,000 +107,562 +4,412%
EI
22
Ellevest Inc
New York
$11.6M 2,016 +1,425 +241%
GLLW
23
Graves Light Lenhart Wealth
Virginia
$11.4M 107,439 +9,665 +10%
1CP
24
1607 Capital Partners
Virginia
$11M 103,200 +19,700 +24%
RJA
25
Raymond James & Associates
Florida
$10.4M 97,755 -145 -0.1%
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