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iShares Short-Term National Muni Bond ETF

125 hedge funds and large institutions have $480M invested in iShares Short-Term National Muni Bond ETF in 2015 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.66% more ownership

Funds ownership: 50.98%54.65% (+3.7%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

3% more capital invested

Capital invested by funds: $464M → $480M (+$16.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 126125 (-1)

21% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 47

Holders
125
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
3.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
37
Reduced
47
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Comerica Securities
Michigan
$882K -$633 -6 -0.1%
BSB
52
Bangor Savings Bank
Maine
$871K -$165K -1,562 -16%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$871K -$103K -974 -11%
ST
54
Spinnaker Trust
Maine
$852K +$182K +1,724 +27%
BSW
55
Buckingham Strategic Wealth
Missouri
$842K +$170K +1,610 +25%
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$715K +$1.48K +14 +0.2%
EWM
57
Evercore Wealth Management
New York
$696K
MFS
58
MSI Financial Services
Massachusetts
$688K -$159K -1,510 -19%
SC
59
SouthState Corp
Florida
$660K +$36.9K +350 +6%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$652K -$417K -3,951 -39%
FAAS
61
First Allied Advisory Services
California
$612K +$612K +5,804 New
TFF
62
The Family Firm
Maryland
$601K +$1.16K +11 +0.2%
CG
63
Colony Group
Massachusetts
$595K +$48.5K +460 +9%
AF
64
Allworth Financial
California
$583K +$118K +1,118 +25%
LWM
65
LBA Wealth Management
Florida
$507K
LIM
66
Longfellow Investment Management
Massachusetts
$502K
NGA
67
Naples Global Advisors
Florida
$497K +$116K +1,100 +31%
DC
68
Davenport & Co
Virginia
$496K +$13.2K +125 +3%
PAG
69
Private Advisor Group
New Jersey
$493K -$5.28K -50 -1%
MAA
70
Managed Account Advisors
New Jersey
$491K +$445K +4,221 +989%
OC
71
Oppenheimer & Co
New York
$485K -$187K -1,773 -28%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$483K
CL
73
CPWM LLC
Washington
$464K -$20.2K -191 -4%
BSWM
74
Boston Standard Wealth Management
Massachusetts
$448K -$2.85K -27 -0.6%
HH
75
Hilltop Holdings
Texas
$444K -$70.8K -671 -14%