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iShares Short-Term National Muni Bond ETF

126 hedge funds and large institutions have $464M invested in iShares Short-Term National Muni Bond ETF in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

1% more funds holding

Funds holding: 125126 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $474M → $464M (-$10.6M)

1.71% less ownership

Funds ownership: 52.69%50.98% (-1.7%)

13% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 46

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
40
Reduced
46
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
76
LBA Wealth Management
Florida
$508K
LIM
77
Longfellow Investment Management
Massachusetts
$502K
PAG
78
Private Advisor Group
New Jersey
$499K +$30.9K +291 +7%
CL
79
CPWM LLC
Washington
$485K +$45.8K +432 +10%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$484K +$84.8K +800 +21%
PGFC
81
Peapack-Gladstone Financial Corp
New Jersey
$484K
DC
82
Davenport & Co
Virginia
$484K +$199K +1,875 +70%
IF
83
Ironwood Financial
Arizona
$477K +$135K +1,272 +39%
AF
84
Allworth Financial
California
$465K +$466K +4,395 New
BSWM
85
Boston Standard Wealth Management
Massachusetts
$450K -$59.8K -564 -12%
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$442K
VCM
87
Vigilant Capital Management
Maine
$436K -$42.9K -405 -9%
CASB
88
Cape Ann Savings Bank
Massachusetts
$419K -$14.3K -135 -3%
CAL
89
Capital Advisors Ltd
Ohio
$410K +$24.9K +235 +6%
JCM
90
Jag Capital Management
Missouri
$404K
VA
91
Valmark Advisers
Ohio
$399K -$12.6K -119 -3%
NGA
92
Naples Global Advisors
Florida
$381K -$7.42K -70 -2%
CIA
93
Capital Investment Advisors
Georgia
$368K
Bessemer Group
94
Bessemer Group
New Jersey
$364K -$2.27M -21,406 -86%
GWM
95
Gupta Wealth Management
California
$357K +$358K +3,378 New
MG
96
Mather Group
Illinois
$343K +$25.1K +237 +8%
Goldman Sachs
97
Goldman Sachs
New York
$336K -$27.9K -263 -8%
JIC
98
Johnson Investment Counsel
Ohio
$317K -$318K -3,000 -50%
HNB
99
Huntington National Bank
Ohio
$310K +$311K +2,934 New
VNA
100
Valley National Advisers
Pennsylvania
$308K -$80.1K -755 -21%