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iShares Short-Term National Muni Bond ETF

183 hedge funds and large institutions have $898M invested in iShares Short-Term National Muni Bond ETF in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

2% more funds holding

Funds holding: 179183 (+4)

1.15% more ownership

Funds ownership: 58.24%59.39% (+1.1%)

3% more capital invested

Capital invested by funds: $873M → $898M (+$24.7M)

7% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 61

Holders
183
Holders Change
+4
Holders Change %
+2.23%
% of All Funds
4.56%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
17
Increased
57
Reduced
61
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$4.04M -$36.4K -343 -0.9%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$3.99M +$697K +6,571 +21%
Stifel Financial
28
Stifel Financial
Missouri
$3.84M -$709K -6,678 -16%
BFA
29
Beaumont Financial Advisors
Massachusetts
$3.77M +$24.3K +229 +0.6%
MNA
30
Manning & Napier Advisors
New York
$3.66M
PA
31
Probity Advisors
Texas
$3.49M +$52.6K +496 +2%
BlackRock
32
BlackRock
New York
$3.46M -$18.9M -178,175 -85%
SPIA
33
Steward Partners Investment Advisory
New York
$3.35M +$310K +2,917 +10%
LG
34
LaFleur & Godfrey
Michigan
$3.09M -$139K -1,310 -4%
Comerica Bank
35
Comerica Bank
Texas
$2.78M +$266K +2,508 +11%
WT
36
Whittier Trust
California
$2.77M -$26.3K -248 -0.9%
CWM
37
Confluence Wealth Management
Oregon
$2.68M -$164K -1,549 -6%
SGCA
38
Steel Grove Capital Advisors
Tennessee
$2.55M -$202K -1,900 -7%
GC
39
Grimes & Company
Massachusetts
$2.46M
AAM
40
Autus Asset Management
Arizona
$2.33M -$56.6K -533 -2%
FFA
41
Fragasso Financial Advisors
Pennsylvania
$2.3M -$439K -4,141 -16%
PA
42
Pinnacle Associates
New York
$2.29M -$10.6K -100 -0.5%
BFG
43
Bouchey Financial Group
New York
$2.22M -$11.7K -110 -0.5%
HNB
44
Huntington National Bank
Ohio
$2.21M
LPT
45
Legacy Private Trust
Wisconsin
$2.15M +$361K +3,401 +20%
WCM
46
Wunderlich Capital Managemnt
Tennessee
$2.14M +$59K +556 +3%
AP
47
Advisors Preferred
Maryland
$2.1M +$302K +2,850 +17%
SBL
48
Sargent Bickham Lagudis
Colorado
$2M -$120K -1,128 -6%
MG
49
Mather Group
Illinois
$1.97M +$247K +2,325 +14%
CWM
50
Cahaba Wealth Management
Georgia
$1.97M +$1.97M +18,581 New