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iShares National Muni Bond ETF
296 hedge funds and large institutions have $3.07B invested in iShares National Muni Bond ETF in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 120 increasing their positions, 98 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
42% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 19
22% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 98
22% more funds holding in top 10
Funds holding in top 10: 18 → 22 (+4)
2% more funds holding
Funds holding: 289 → 296 (+7)
4% more capital invested
Capital invested by funds: $2.96B → $3.07B (+$110M)
1.63% less ownership
Funds ownership: 59.08% → 57.45% (-1.6%)
79% less call options, than puts
Call options by funds: $559K | Put options by funds: $2.65M
Holders
296
Holders Change
+7
Holders Change %
+2.42%
% of All Funds
8.27%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.61%
New
27
Increased
120
Reduced
98
Closed
19
Calls
$559K
Puts
$2.65M
Net Calls
-$2.09M
Net Calls Change
-$599K
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$36.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$27.6M |
| 3 |
Betterment LLC
New York
|
+$22.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$14.5M |
| 5 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$13M |
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$25.7M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$21.5M |
| 3 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$21.2M |
| 4 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
-$10.5M |
| 5 |
Morgan Stanley
New York
|
-$9.06M |
