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iShares Short-Term National Muni Bond ETF

179 hedge funds and large institutions have $837M invested in iShares Short-Term National Muni Bond ETF in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

80% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 35

32% more capital invested

Capital invested by funds: $634M → $837M (+$203M)

17% more funds holding

Funds holding: 153179 (+26)

5.89% more ownership

Funds ownership: 56.87%62.75% (+5.9%)

Holders
179
Holders Change
+26
Holders Change %
+16.99%
% of All Funds
4.47%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
41
Increased
63
Reduced
35
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$1.7M -$457K -4,339 -21%
UCFA
52
United Capital Financial Advisors
Texas
$1.67M -$135K -1,286 -7%
SIC
53
Sigma Investment Counselors
Michigan
$1.66M -$1.48M -14,085 -47%
WTC
54
WhitTier Trust Company
Nevada
$1.66M +$528K +5,007 +47%
AIM
55
Allen Investment Management
New York
$1.65M -$2.27M -21,520 -58%
NPC
56
National Planning Corporation
California
$1.63M +$1.64M +15,525 New
CDIA
57
Capital Directions Investment Advisors
Georgia
$1.63M
SP
58
Symmetry Partners
Connecticut
$1.6M +$1.61M +15,277 New
MG
59
Mather Group
Illinois
$1.58M -$1.77M -16,833 -53%
PIM
60
Provident Investment Management
Michigan
$1.49M -$533K -5,060 -26%
KeyBank National Association
61
KeyBank National Association
Ohio
$1.42M +$331K +3,143 +30%
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$1.42M +$332K +3,150 +30%
CCA
63
Clearwater Capital Advisors
Illinois
$1.38M +$1.38M +13,128 New
WT
64
Whittier Trust
California
$1.37M +$418K +3,969 +44%
CG
65
Caprock Group
Idaho
$1.37M +$1.37M +13,026 New
PWMAG
66
Pinnacle Wealth Management Advisory Group
New Jersey
$1.28M +$14.2K +135 +1%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$1.23M -$609K -5,783 -33%
AA
68
Alesco Advisors
New York
$1.2M +$116K +1,100 +11%
PFM
69
Phillips Financial Management
Indiana
$1.15M +$1.15M +10,932 New
TW
70
Transform Wealth
Colorado
$1.15M +$1.15M +10,900 New
AP
71
Advisors Preferred
Maryland
$1.14M -$1.28M -12,140 -53%
MNA
72
Manning & Napier Advisors
New York
$1.11M
MWM
73
Mission Wealth Management
California
$1.06M +$1.07M +10,135 New
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$1.06M +$24.8K +235 +2%
SWP
75
Stratos Wealth Partners
Ohio
$1.02M -$126K -1,200 -11%