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iShares 2014 S&P AMT-Free Muni
iShares 2014 S&P AMT-Free Muni. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 24 Institutional holders with a total value of $27,329,027.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP 179,735 9,195,000 33.65%
2 WELLS FARGO & COMPANY/MN 56,233 2,877,000 10.53%
3 BANK OF AMERICA CORP /DE/ 52,027 2,662,000 9.74%
4 JANE STREET GROUP, LLC 50,841 2,601,000 9.52%
5 Pinnacle Advisory Group, Inc. 40,645 2,079,000 7.61%
6 MORGAN STANLEY 26,836 1,373,000 5.02%
7 UNITED CAPITAL FINANCIAL ADVISORS, LLC 20,149 1,031,000 3.77%
8 LPL Financial LLC 17,882 915,000 3.35%
9 ENVESTNET ASSET MANAGEMENT INC 17,523 896,000 3.28%
10 ROYAL BANK OF CANADA 17,146 877,000 3.21%
11 Capital Advisors, Ltd. LLC 10,513 538,000 1.97%
12 DAVENPORT & Co LLC 8,601 440,027 1.61%
13 UBS AG 7,113 364,000 1.33%
14 Autus Asset Management, LLC 6,500 333,000 1.22%
15 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,959 305,000 1.12%
16 Valmark Advisers, Inc. 4,214 216,000 0.79%
17 Prospera Financial Services Inc 4,000 205,000 0.75%
18 AMERIPRISE FINANCIAL INC 2,942 151,000 0.55%
19 Vigilant Capital Management, LLC 2,930 150,000 0.55%
20 Vantage Investment Advisors, LLC 600 31,000 0.11%
21 Parasol Investment Management, LLC 500 26,000 0.10%
22 Winfield Associates, Inc. 500 25,000 0.09%
23 TD Capital Management LLC 466 24,000 0.09%
24 KINGS POINT CAPITAL MANAGEMENT 300 15,000 0.05%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.