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iShares Short-Term National Muni Bond ETF

215 hedge funds and large institutions have $927M invested in iShares Short-Term National Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 78 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 16

44% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 54

17% more funds holding

Funds holding: 183215 (+32)

1.16% more ownership

Funds ownership: 59.39%60.55% (+1.2%)

3% more capital invested

Capital invested by funds: $898M → $927M (+$29.9M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
215
Holders Change
+32
Holders Change %
+17.49%
% of All Funds
4.88%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
51
Increased
78
Reduced
54
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
26
Mather Group
Illinois
$4.37M +$2.43M +23,070 +124%
PA
27
Probity Advisors
Texas
$4.31M +$861K +8,167 +25%
BFA
28
Bragg Financial Advisors
North Carolina
$4.2M -$880K -8,345 -17%
IWM
29
IHT Wealth Management
Illinois
$4.09M +$88.4K +838 +2%
OIA
30
OneDigital Investment Advisors
Kansas
$4.01M +$3.91M +37,039 +3,036%
RRC
31
Relaxing Retirement Coach
Massachusetts
$3.98M +$4M +37,954 New
Stifel Financial
32
Stifel Financial
Missouri
$3.97M +$165K +1,566 +4%
MNG
33
Manning & Napier Group
New York
$3.9M
BFA
34
Beaumont Financial Advisors
Massachusetts
$3.87M +$139K +1,316 +4%
SPIA
35
Steward Partners Investment Advisory
New York
$3.86M +$547K +5,188 +16%
Goldman Sachs
36
Goldman Sachs
New York
$3.83M +$3.05M +28,935 +381%
CFMC
37
Curbstone Financial Management Corp
New Hampshire
$3.79M -$4.28M -40,575 -53%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$3.75M -$198K -1,880 -5%
BAC
39
Boys Arnold & Co
North Carolina
$3.46M -$1.14M -10,790 -25%
BlackRock
40
BlackRock
New York
$3.15M -$271K -2,572 -8%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$3.01M -$1.12M -10,650 -27%
LG
42
LaFleur & Godfrey
Michigan
$2.99M -$78K -740 -3%
CWM
43
Confluence Wealth Management
Oregon
$2.65M +$211 +2 +0%
Comerica Bank
44
Comerica Bank
Texas
$2.63M -$132K -1,251 -5%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$2.57M +$780K +7,393 +43%
SGCA
46
Steel Grove Capital Advisors
Tennessee
$2.52M
BSW
47
Buckingham Strategic Wealth
Missouri
$2.37M +$532K +5,045 +29%
AAM
48
Autus Asset Management
Arizona
$2.27M -$35.3K -335 -2%
HNB
49
Huntington National Bank
Ohio
$2.24M
BFG
50
Bouchey Financial Group
New York
$2.22M +$16.3K +155 +0.7%