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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
AG
76
Advisor Group
Arizona
$632K +$633K +5,959 New
NGA
77
Naples Global Advisors
Florida
$614K +$55.2K +520 +10%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$570K +$361K +3,401 +173%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$532K -$25.2K -237 -5%
VA
80
Valmark Advisers
Ohio
$520K -$7.33K -69 -1%
LWM
81
LBA Wealth Management
Florida
$510K
BlackRock
82
BlackRock
New York
$502K +$297K +2,799 +146%
Truist Financial
83
Truist Financial
North Carolina
$497K
TFF
84
The Family Firm
Maryland
$490K -$16.1K -152 -3%
CL
85
CPWM LLC
Washington
$473K +$849 +8 +0.2%
CWM
86
Concert Wealth Management
California
$473K +$471K +4,441 New
MNA
87
Manning & Napier Advisors
New York
$472K
SCG
88
Sonata Capital Group
Washington
$455K +$51K +480 +13%
BSB
89
Bangor Savings Bank
Maine
$452K -$104K -975 -19%
FAAS
90
First Allied Advisory Services
California
$447K -$17.5K -165 -4%
CIM
91
Cetera Investment Management
California
$445K -$17.5K -165 -4%
VCM
92
Vigilant Capital Management
Maine
$436K
OAM
93
Occidental Asset Management
California
$435K +$434K +4,088 New
HH
94
Hilltop Holdings
Texas
$425K
WT
95
Whittier Trust
California
$424K -$185K -1,743 -30%
HPWM
96
Highland Private Wealth Management
Washington
$419K
RW
97
Rand Wealth
Maryland
$409K -$39.9K -376 -9%
AIP
98
Ameritas Investment Partners
Nebraska
$409K +$94K +885 +30%
Creative Planning
99
Creative Planning
Kansas
$404K
CISOA
100
Capital Investment Services of America
Wisconsin
$399K