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iShares Short-Term National Muni Bond ETF

125 hedge funds and large institutions have $480M invested in iShares Short-Term National Muni Bond ETF in 2015 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.66% more ownership

Funds ownership: 50.98%54.65% (+3.7%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

3% more capital invested

Capital invested by funds: $464M → $480M (+$16.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 126125 (-1)

21% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 47

Holders
125
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
3.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
37
Reduced
47
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CNB
26
City National Bank
California
$3.2M +$1.19M +11,303 +60%
TYCC
27
Texas Yale Capital Corp
Florida
$3.03M
PA
28
Pinnacle Associates
New York
$2.95M +$902K +8,545 +44%
BFA
29
Bragg Financial Advisors
North Carolina
$2.4M -$409K -3,879 -15%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$2.11M +$2.11M +19,985 New
FHB
31
First Hawaiian Bank
Hawaii
$2.05M -$111K -1,056 -5%
Ameriprise
32
Ameriprise
Minnesota
$1.99M +$776K +7,352 +64%
PWMAG
33
Pinnacle Wealth Management Advisory Group
New Jersey
$1.9M +$1.12M +10,635 +144%
SIC
34
Sigma Investment Counselors
Michigan
$1.84M +$832K +7,885 +83%
WCM
35
Wunderlich Capital Managemnt
Tennessee
$1.84M +$8.76K +83 +0.5%
First Trust Advisors
36
First Trust Advisors
Illinois
$1.77M -$1.49M -14,123 -46%
LPT
37
Legacy Private Trust
Wisconsin
$1.75M +$980K +9,283 +128%
AP
38
Advisors Preferred
Maryland
$1.64M -$100K -950 -6%
CDIA
39
Capital Directions Investment Advisors
Georgia
$1.64M -$64.1K -607 -4%
Goldman Sachs
40
Goldman Sachs
New York
$1.21M +$869K +8,235 +260%
WT
41
Whittier Trust
California
$1.2M +$317 +3 +0%
JIR
42
James Investment Research
Ohio
$1.17M +$1.17M +11,100 New
RW
43
Rand Wealth
Maryland
$1.14M -$14.9K -141 -1%
TNBTD
44
Trustmark National Bank Trust Department
Mississippi
$1.09M
EWM
45
Endurance Wealth Management
Rhode Island
$1.09M +$1.09M +10,295 New
WCF
46
West Coast Financial
California
$1.01M
WTC
47
WhitTier Trust Company
Nevada
$1M -$132K -1,250 -12%
EFSCE
48
Enterprise Financial Services Corp (EFSC)
Missouri
$997K
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$969K -$71.1K -674 -7%
AAM
50
Autus Asset Management
Arizona
$968K +$413K +3,910 +74%