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iShares Short-Term National Muni Bond ETF

139 hedge funds and large institutions have $599M invested in iShares Short-Term National Muni Bond ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 44

1% less capital invested

Capital invested by funds: $603M → $599M (-$4.09M)

1.14% less ownership

Funds ownership: 59.23%58.09% (-1.1%)

3% less funds holding

Funds holding: 144139 (-5)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
139
Holders Change
-5
Holders Change %
-3.47%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
10
Increased
45
Reduced
44
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$1.23M +$687K +6,475 +128%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$1.22M +$109K +1,026 +10%
CWM
53
Confluence Wealth Management
Oregon
$1.15M -$95.3K -898 -8%
EWM
54
Endurance Wealth Management
Rhode Island
$1.09M
KeyBank National Association
55
KeyBank National Association
Ohio
$1.09M -$262K -2,472 -19%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.09M +$76.2K +718 +8%
Jane Street
57
Jane Street
New York
$954K -$3.9M -36,734 -80%
AF
58
Allworth Financial
California
$948K +$180K +1,693 +23%
AA
59
Alesco Advisors
New York
$880K +$271K +2,550 +45%
CIA
60
Capital Investment Advisors
Georgia
$879K +$184K +1,729 +26%
ST
61
Spinnaker Trust
Maine
$858K
BSW
62
Buckingham Strategic Wealth
Missouri
$849K -$1.37M -12,922 -62%
TNBTD
63
Trustmark National Bank Trust Department
Mississippi
$812K -$247K -2,326 -23%
HighTower Advisors
64
HighTower Advisors
Illinois
$788K +$25.7K +242 +3%
IA
65
IFP Advisors
Florida
$788K +$784K +7,383 +26,368%
WCF
66
West Coast Financial
California
$781K
DC
67
Davenport & Co
Virginia
$778K
HS
68
Horan Securities
United States
$778K +$317K +2,983 +69%
EFSCE
69
Enterprise Financial Services Corp (EFSC)
Missouri
$766K -$17.5K -165 -2%
NDSI
70
Newman Dignan & Sheerar Inc
Rhode Island
$744K +$743K +7,000 New
EWM
71
Evercore Wealth Management
New York
$705K
RJA
72
Raymond James & Associates
Florida
$671K +$77.7K +732 +13%
PAG
73
Private Advisor Group
New Jersey
$667K -$325K -3,060 -33%
WTC
74
WhitTier Trust Company
Nevada
$663K -$15.9K -150 -2%
MFS
75
MSI Financial Services
Massachusetts
$646K -$273K -2,572 -30%