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iShares Short-Term National Muni Bond ETF

183 hedge funds and large institutions have $898M invested in iShares Short-Term National Muni Bond ETF in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

2% more funds holding

Funds holding: 179183 (+4)

1.15% more ownership

Funds ownership: 58.24%59.39% (+1.1%)

3% more capital invested

Capital invested by funds: $873M → $898M (+$24.7M)

7% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 61

Holders
183
Holders Change
+4
Holders Change %
+2.23%
% of All Funds
4.56%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
17
Increased
57
Reduced
61
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
51
Buckingham Strategic Wealth
Missouri
$1.86M +$284K +2,679 +18%
FHB
52
First Hawaiian Bank
Hawaii
$1.85M +$318 +3 +0%
IWMA
53
Ironwood Wealth Management (Arizona)
Arizona
$1.85M +$1.85M +17,441 New
JIP
54
Jaffetilchin Investment Partners
Florida
$1.85M +$1.85M +17,421 New
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$1.81M -$137K -1,287 -7%
AWS
56
AJ Wealth Strategies
New York
$1.77M +$141K +1,330 +9%
AIM
57
Allen Investment Management
New York
$1.75M +$69.9K +659 +4%
WTC
58
WhitTier Trust Company
Nevada
$1.75M -$109K -1,026 -6%
Creative Planning
59
Creative Planning
Kansas
$1.73M -$14.8K -139 -0.8%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$1.71M +$289K +2,720 +20%
UCFA
61
United Capital Financial Advisors
Texas
$1.69M -$128K -1,210 -7%
BFG
62
Beacon Financial Group
Texas
$1.64M +$838K +7,900 +105%
CDIA
63
Capital Directions Investment Advisors
Georgia
$1.59M
PIM
64
Provident Investment Management
Michigan
$1.49M +$42.4K +400 +3%
SWP
65
Stratos Wealth Partners
Ohio
$1.45M +$26.5K +250 +2%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$1.44M +$78.2K +737 +6%
AF
67
Allworth Financial
California
$1.39M +$47.1K +444 +4%
TF
68
TIAA FSB
Florida
$1.32M -$85.7K -808 -6%
JP Morgan Chase
69
JP Morgan Chase
New York
$1.31M -$85.7K -808 -6%
WCF
70
West Coast Financial
California
$1.31M +$1.59K +15 +0.1%
CIA
71
Capital Investment Advisors
Georgia
$1.3M +$56.2K +530 +4%
AA
72
Alesco Advisors
New York
$1.28M
PWMAG
73
Pinnacle Wealth Management Advisory Group
New Jersey
$1.27M
MCTIC
74
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.27M
SP
75
Symmetry Partners
Connecticut
$1.23M -$159K -1,501 -11%