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iShares Short-Term National Muni Bond ETF

129 hedge funds and large institutions have $554M invested in iShares Short-Term National Muni Bond ETF in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

56% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 32

17% more capital invested

Capital invested by funds: $472M → $554M (+$81.4M)

4.66% more ownership

Funds ownership: 52.74%57.4% (+4.7%)

4% more funds holding

Funds holding: 124129 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
129
Holders Change
+5
Holders Change %
+4.03%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
50
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TYCC
26
Texas Yale Capital Corp
Florida
$3.04M
PA
27
Pinnacle Associates
New York
$2.85M +$98K +925 +4%
Comerica Bank
28
Comerica Bank
Texas
$2.84M +$75.8K +716 +3%
JIR
29
James Investment Research
Ohio
$2.43M +$511K +4,825 +27%
GC
30
Grimes & Company
Massachusetts
$2.31M -$156K -1,477 -6%
KeyBank National Association
31
KeyBank National Association
Ohio
$2.16M -$1.03M -9,750 -32%
WCM
32
Wunderlich Capital Managemnt
Tennessee
$2.01M +$86.6K +818 +5%
AL
33
Aspiriant LLC
California
$1.88M -$5.2M -49,114 -73%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.87M -$202K -1,911 -10%
PWMAG
35
Pinnacle Wealth Management Advisory Group
New Jersey
$1.8M +$34.4K +325 +2%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$1.78M +$530 +5 +0%
EWM
37
Empirical Wealth Management
Washington
$1.77M +$1.77M +16,750 New
CDIA
38
Capital Directions Investment Advisors
Georgia
$1.75M +$80.2K +757 +5%
FHB
39
First Hawaiian Bank
Hawaii
$1.74M +$100K +946 +6%
First Trust Advisors
40
First Trust Advisors
Illinois
$1.56M -$223K -2,102 -12%
AAM
41
Autus Asset Management
Arizona
$1.56M +$400K +3,775 +35%
AP
42
Advisors Preferred
Maryland
$1.29M -$210K -1,980 -14%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$1.21M +$176K +1,664 +17%
EWM
44
Endurance Wealth Management
Rhode Island
$1.09M
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$1.02M +$17.7K +167 +2%
WCF
46
West Coast Financial
California
$1.01M
WTC
47
WhitTier Trust Company
Nevada
$991K -$20.9K -197 -2%
MFS
48
MSI Financial Services
Massachusetts
$967K +$308K +2,904 +47%
TNBTD
49
Trustmark National Bank Trust Department
Mississippi
$954K -$58.9K -556 -6%
PIM
50
Provident Investment Management
Michigan
$943K +$943K +8,900 New