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iShares Short-Term National Muni Bond ETF

126 hedge funds and large institutions have $464M invested in iShares Short-Term National Muni Bond ETF in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

1% more funds holding

Funds holding: 125126 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $474M → $464M (-$10.6M)

1.71% less ownership

Funds ownership: 52.69%50.98% (-1.7%)

13% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 46

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
40
Reduced
46
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
26
Bragg Financial Advisors
North Carolina
$2.66M +$283K +2,670 +11%
AL
27
Aspiriant LLC
California
$2.6M -$470K -4,436 -15%
JIR
28
James Investment Research
Ohio
$2.43M
B
29
Baird
Wisconsin
$2.27M +$79.8K +753 +4%
FHB
30
First Hawaiian Bank
Hawaii
$2.17M -$208K -1,966 -9%
BIM
31
BlackRock Investment Management
Delaware
$2.15M -$2.21M -20,845 -51%
RJA
32
Raymond James & Associates
Florida
$2.08M +$2.09M +19,663 New
PA
33
Pinnacle Associates
New York
$2.05M -$42.4K -400 -2%
CNB
34
City National Bank
California
$2.01M -$119K -1,119 -6%
WCM
35
Wunderlich Capital Managemnt
Tennessee
$1.83M -$23.9K -225 -1%
AP
36
Advisors Preferred
Maryland
$1.74M +$71K +670 +4%
BCI
37
Brinker Capital Investments
Pennsylvania
$1.74M
CDIA
38
Capital Directions Investment Advisors
Georgia
$1.7M +$113K +1,067 +7%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.7M +$1.7M +16,029 New
HTC
40
Haverford Trust Company
Pennsylvania
$1.4M +$35.7K +337 +3%
JP Morgan Chase
41
JP Morgan Chase
New York
$1.33M +$1.34M +12,611 New
Ameriprise
42
Ameriprise
Minnesota
$1.22M +$271K +2,556 +29%
WT
43
Whittier Trust
California
$1.21M +$345K +3,254 +40%
RW
44
Rand Wealth
Maryland
$1.15M
FAAM
45
First Allied Asset Management
California
$1.14M +$106K +997 +10%
WTC
46
WhitTier Trust Company
Nevada
$1.13M -$215K -2,025 -16%
TNBTD
47
Trustmark National Bank Trust Department
Mississippi
$1.09M -$44.1K -416 -4%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$1.07M +$882K +8,317 +462%
AIG
49
American International Group
New York
$1.04M -$21.3K -201 -2%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.04M -$9.01K -85 -0.9%