We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

129 hedge funds and large institutions have $554M invested in iShares Short-Term National Muni Bond ETF in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

56% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 32

17% more capital invested

Capital invested by funds: $472M → $554M (+$81.4M)

4.66% more ownership

Funds ownership: 52.74%57.4% (+4.7%)

4% more funds holding

Funds holding: 124129 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
129
Holders Change
+5
Holders Change %
+4.03%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
50
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$933K +$266K +2,512 +40%
EFSCE
52
Enterprise Financial Services Corp (EFSC)
Missouri
$882K -$99.9K -943 -10%
CWM
53
Confluence Wealth Management
Oregon
$867K +$491K +4,638 +131%
ST
54
Spinnaker Trust
Maine
$855K
MG
55
Mather Group
Illinois
$839K +$301K +2,838 +56%
GT
56
Glenview Trust
Kentucky
$818K +$818K +7,723 New
IA
57
IFP Advisors
Florida
$814K +$814K +7,683 New
BSW
58
Buckingham Strategic Wealth
Missouri
$754K -$203K -1,914 -21%
DC
59
Davenport & Co
Virginia
$744K
FAAS
60
First Allied Advisory Services
California
$711K +$33.9K +320 +5%
EWM
61
Evercore Wealth Management
New York
$703K +$4.24K +40 +0.6%
HH
62
Hilltop Holdings
Texas
$671K +$20.8K +196 +3%
AF
63
Allworth Financial
California
$652K -$66.5K -628 -9%
BSB
64
Bangor Savings Bank
Maine
$604K
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$591K +$106K +1,000 +22%
CIA
66
Capital Investment Advisors
Georgia
$585K +$85.3K +805 +17%
VKH
67
Virtu KCG Holdings
New York
$567K -$896K -8,455 -61%
TFF
68
The Family Firm
Maryland
$535K -$97K -916 -15%
LWM
69
LBA Wealth Management
Florida
$509K +$53K +500 +12%
CG
70
Colony Group
Massachusetts
$506K -$120K -1,135 -19%
OC
71
Oppenheimer & Co
New York
$504K +$106 +1 +0%
WT
72
Whittier Trust
California
$497K -$24.2K -228 -5%
WPC
73
White Pine Capital
Minnesota
$492K +$492K +4,645 New
CL
74
CPWM LLC
Washington
$487K +$20.9K +197 +4%
HighTower Advisors
75
HighTower Advisors
Illinois
$462K +$35.4K +334 +8%