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iShares Short-Term National Muni Bond ETF

179 hedge funds and large institutions have $837M invested in iShares Short-Term National Muni Bond ETF in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

80% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 35

32% more capital invested

Capital invested by funds: $634M → $837M (+$203M)

17% more funds holding

Funds holding: 153179 (+26)

5.89% more ownership

Funds ownership: 56.87%62.75% (+5.9%)

Holders
179
Holders Change
+26
Holders Change %
+16.99%
% of All Funds
4.47%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
41
Increased
63
Reduced
35
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
26
Bragg Financial Advisors
North Carolina
$4.71M -$436K -4,143 -8%
CJA
27
C-J Advisory
California
$4.68M -$81.9K -777 -2%
CFMC
28
Curbstone Financial Management Corp
New Hampshire
$4.07M -$4.01M -38,100 -50%
BFA
29
Beaumont Financial Advisors
Massachusetts
$4.07M +$4.08M +38,699 New
BAC
30
Boys Arnold & Co
North Carolina
$3.79M +$629K +5,975 +20%
LG
31
LaFleur & Godfrey
Michigan
$3.31M -$31.6K -300 -0.9%
CWM
32
Confluence Wealth Management
Oregon
$3.22M +$1.85M +17,536 +134%
MFS
33
MSI Financial Services
Massachusetts
$3.01M +$2.43M +23,082 +412%
SGCA
34
Steel Grove Capital Advisors
Tennessee
$2.88M +$2.89M +27,394 New
FFA
35
Fragasso Financial Advisors
Pennsylvania
$2.84M +$2.85M +27,028 New
SBL
36
Sargent Bickham Lagudis
Colorado
$2.84M +$2.73M +25,959 +2,475%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$2.83M +$1.16M +10,983 +69%
AAM
38
Autus Asset Management
Arizona
$2.77M -$17.4K -165 -0.6%
TYCC
39
Texas Yale Capital Corp
Florida
$2.71M -$302K -2,865 -10%
Comerica Bank
40
Comerica Bank
Texas
$2.7M +$238K +2,262 +10%
GC
41
Grimes & Company
Massachusetts
$2.54M
PA
42
Probity Advisors
Texas
$2.46M +$29.6K +281 +1%
BCI
43
Brinker Capital Investments
Pennsylvania
$2.44M +$2.19M +20,773 +845%
PA
44
Pinnacle Associates
New York
$2.32M +$14.2K +135 +0.6%
FTS
45
Fifth Third Securities
Ohio
$2.17M +$361K +3,425 +20%
WCM
46
Wunderlich Capital Managemnt
Tennessee
$2.12M -$30.1K -286 -1%
KL
47
KWMG LLC
Kansas
$1.89M +$1.9M +18,007 New
HNB
48
Huntington National Bank
Ohio
$1.89M
AWS
49
AJ Wealth Strategies
New York
$1.83M +$1.83M +17,388 New
FHB
50
First Hawaiian Bank
Hawaii
$1.8M +$948 +9 +0.1%