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iShares National Muni Bond ETF
436 hedge funds and large institutions have $5.03B invested in iShares National Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 35 closing their positions.
New
Increased
Maintained
Reduced
Closed
9% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 35
0% less funds holding
Funds holding: 437 → 436 (-1)
4% less capital invested
Capital invested by funds: $5.22B → $5.03B (-$193M)
5% less repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 171
1.87% less ownership
Funds ownership: 64.96% → 63.09% (-1.9%)
18% less call options, than puts
Call options by funds: $1.95M | Put options by funds: $2.37M
26% less funds holding in top 10
Funds holding in top 10: 39 → 29 (-10)
Holders
436
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
10.85%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.72%
New
38
Increased
163
Reduced
171
Closed
35
Calls
$1.95M
Puts
$2.37M
Net Calls
-$423K
Net Calls Change
+$8.36M
Top Buyers
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$113M |
| 2 |
W
Wealthfront
Palo Alto,
California
|
+$94.9M |
| 3 |
Betterment LLC
New York
|
+$48.6M |
| 4 |
LPL Financial
San Diego,
California
|
+$29.7M |
| 5 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
+$28.5M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$173M |
| 2 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$108M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$63.3M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$48.6M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
-$39.8M |
