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iShares Short-Term National Muni Bond ETF

139 hedge funds and large institutions have $599M invested in iShares Short-Term National Muni Bond ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 44

1% less capital invested

Capital invested by funds: $603M → $599M (-$4.09M)

1.14% less ownership

Funds ownership: 59.23%58.09% (-1.1%)

3% less funds holding

Funds holding: 144139 (-5)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
139
Holders Change
-5
Holders Change %
-3.47%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
10
Increased
45
Reduced
44
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LG
26
LaFleur & Godfrey
Michigan
$3.29M -$104K -975 -3%
BAC
27
Boys Arnold & Co
North Carolina
$3.25M +$2.07M +19,460 +176%
SMA
28
Simply Money Advisors
Ohio
$3.06M +$3.06M +28,787 New
TYCC
29
Texas Yale Capital Corp
Florida
$3.05M
HFS
30
HL Financial Services
Kentucky
$3.01M +$131K +1,237 +5%
WF
31
WealthTrust Fairport
Ohio
$2.98M +$5.67M +53,395 +1,883%
AAM
32
Autus Asset Management
Arizona
$2.6M +$750K +7,062 +41%
GC
33
Grimes & Company
Massachusetts
$2.57M +$250K +2,351 +11%
JP Morgan Chase
34
JP Morgan Chase
New York
$2.55M -$1.81M -17,004 -41%
PA
35
Probity Advisors
Texas
$2.46M +$2.46M +23,126 New
MG
36
Mather Group
Illinois
$2.39M +$934K +8,797 +64%
PA
37
Pinnacle Associates
New York
$2.36M -$430K -4,050 -15%
Comerica Bank
38
Comerica Bank
Texas
$2.22M -$689K -6,487 -24%
WCM
39
Wunderlich Capital Managemnt
Tennessee
$2.17M +$121K +1,137 +6%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.99M -$230K -2,169 -10%
FTS
41
Fifth Third Securities
Ohio
$1.91M +$985K +9,277 +106%
SI
42
Stephens Inc
Arkansas
$1.84M +$1.49M +14,050 +429%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$1.8M -$13.3K -125 -0.7%
EWM
44
Empirical Wealth Management
Washington
$1.78M
FHB
45
First Hawaiian Bank
Hawaii
$1.77M +$20.5K +193 +1%
CDIA
46
Capital Directions Investment Advisors
Georgia
$1.64M -$64.4K -607 -4%
AP
47
Advisors Preferred
Maryland
$1.55M +$89.2K +840 +6%
First Trust Advisors
48
First Trust Advisors
Illinois
$1.37M -$103K -968 -7%
PIM
49
Provident Investment Management
Michigan
$1.29M +$186K +1,750 +17%
PWMAG
50
Pinnacle Wealth Management Advisory Group
New Jersey
$1.29M -$446K -4,200 -26%