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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

370 hedge funds and large institutions have $1.98B invested in iShares Short-Term National Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 130 increasing their positions, 128 reducing their positions, and 45 closing their positions.

Holders
370
Holders Change
-4
Holders Change %
-1.07%
% of All Funds
8.17%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.44%
New
49
Increased
130
Reduced
128
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$219M
2
Jane Street
2
Jane Street
New York
$34.4M
3
Bank of America
3
Bank of America
North Carolina
$241M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$21.4M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$167M
2
OWM
2
Orgel Wealth Management
Wisconsin
$9.8M
3
KIM
3
Karpus Investment Management
New York
$22.8M
4
PPW
4
Parcion Private Wealth
Washington
$0
5
US Bancorp
5
US Bancorp
Minnesota
$63.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$241M 2,265,160 +245,328 +12%
Morgan Stanley
2
Morgan Stanley
New York
$219M 2,064,189 +647,504 +46%
SEI Investments
3
SEI Investments
Pennsylvania
$167M 1,575,478 -237,282 -13%
UBS Group
4
UBS Group
Switzerland
$154M 1,453,043 +88,737 +7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$67.2M 631,929 +124,620 +25%
US Bancorp
6
US Bancorp
Minnesota
$63.8M 600,504 -42,839 -7%
Ameriprise
7
Ameriprise
Minnesota
$48.7M 457,230 +10,593 +2%
WCM
8
Windham Capital Management
Massachusetts
$45.7M 430,126 +36,317 +9%
OCM
9
One Capital Management
California
$45M 423,229 +57,513 +16%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$42.6M 400,915 +20,676 +5%
Jane Street
11
Jane Street
New York
$34.4M 323,957 +323,957 New
Wells Fargo
12
Wells Fargo
California
$27.4M 257,351 +7,747 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$24.2M 227,900 +54,640 +32%
KIM
14
Karpus Investment Management
New York
$22.8M 214,358 -113,961 -35%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$21.4M 201,715 +168,608 +509%
Osaic Holdings
16
Osaic Holdings
Arizona
$18M 352,039 +352,039 New
LPL Financial
17
LPL Financial
California
$17.2M 162,056 -7,772 -5%
AF
18
Allworth Financial
California
$17.2M 161,627 -2,246 -1%
Stifel Financial
19
Stifel Financial
Missouri
$16.5M 155,612 +81,617 +110%
EI
20
Ellevest Inc
New York
$15.9M 149,523 +2,886 +2%
TCM
21
TD Capital Management
Tennessee
$15.1M 141,797 +27,921 +25%
TF
22
TIAA FSB
Florida
$14.2M 133,269 +3,747 +3%
Goldman Sachs
23
Goldman Sachs
New York
$12.8M 120,560 -1,776 -1%
WWM
24
Windsor Wealth Management
Indiana
$12M 112,818 +9,063 +9%
GLLW
25
Graves Light Lenhart Wealth
Virginia
$11.9M 111,622 -5,662 -5%
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