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iShares Short-Term National Muni Bond ETF

215 hedge funds and large institutions have $927M invested in iShares Short-Term National Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 78 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 16

44% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 54

17% more funds holding

Funds holding: 183215 (+32)

1.16% more ownership

Funds ownership: 59.39%60.55% (+1.2%)

3% more capital invested

Capital invested by funds: $898M → $927M (+$29.9M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
215
Holders Change
+32
Holders Change %
+17.49%
% of All Funds
4.88%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
51
Increased
78
Reduced
54
Closed
16
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
$2.21M +$912K +8,652 +70%
WCM
52
Wunderlich Capital Managemnt
Tennessee
$2.17M +$47K +446 +2%
UCFA
53
United Capital Financial Advisors
Texas
$2.14M +$467K +4,431 +28%
AP
54
Advisors Preferred
Maryland
$2.12M +$32.7K +310 +2%
PA
55
Pinnacle Associates
New York
$2.08M -$185K -1,750 -8%
WT
56
Whittier Trust
California
$2.06M -$680K -6,452 -25%
FHB
57
First Hawaiian Bank
Hawaii
$1.94M +$106K +1,001 +6%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$1.88M +$457K +4,336 +32%
LPT
59
Legacy Private Trust
Wisconsin
$1.84M -$289K -2,739 -13%
IWA
60
Independence Wealth Advisors
Virginia
$1.84M +$1.85M +17,503 New
WFWM
61
Wechter Feldman Wealth Management
New Jersey
$1.79M +$1.8M +17,052 New
BWP
62
BSW Wealth Partners
Colorado
$1.78M +$1.79M +17,010 New
GC
63
Grimes & Company
Massachusetts
$1.69M -$753K -7,146 -31%
CWM
64
Cahaba Wealth Management
Georgia
$1.67M -$280K -2,654 -14%
SBL
65
Sargent Bickham Lagudis
Colorado
$1.65M -$334K -3,170 -17%
MPWT
66
MassMutual Private Wealth & Trust
Connecticut
$1.65M +$1.66M +15,701 New
CDIA
67
Capital Directions Investment Advisors
Georgia
$1.58M
William Blair & Company
68
William Blair & Company
Illinois
$1.57M +$1.58M +15,000 New
VF
69
Virtu Financial
New York
$1.53M +$1.54M +14,583 New
PSUF
70
People's United Financial
Connecticut
$1.5M +$417K +3,958 +38%
AA
71
Alesco Advisors
New York
$1.47M +$200K +1,900 +16%
PP
72
PDS Planning
Ohio
$1.47M +$1.48M +14,010 New
WTC
73
WhitTier Trust Company
Nevada
$1.45M -$282K -2,678 -16%
PIM
74
Provident Investment Management
Michigan
$1.43M -$42.2K -400 -3%
CIA
75
Capital Investment Advisors
Georgia
$1.41M +$115K +1,092 +9%