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iShares Short-Term National Muni Bond ETF

153 hedge funds and large institutions have $634M invested in iShares Short-Term National Muni Bond ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 41

10% more funds holding

Funds holding: 139153 (+14)

6% more capital invested

Capital invested by funds: $599M → $634M (+$34.7M)

1.22% less ownership

Funds ownership: 58.09%56.87% (-1.2%)

Holders
153
Holders Change
+14
Holders Change %
+10.07%
% of All Funds
4.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
20
Increased
54
Reduced
41
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
76
Naples Global Advisors
Florida
$601K -$10.6K -100 -2%
MFS
77
MSI Financial Services
Massachusetts
$594K -$50.1K -471 -8%
AG
78
Advisor Group
Arizona
$572K -$59K -555 -9%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$569K +$213 +2 +0%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$530K
RJA
81
Raymond James & Associates
Florida
$496K -$174K -1,632 -26%
LWM
82
LBA Wealth Management
Florida
$496K -$13.3K -125 -3%
Truist Financial
83
Truist Financial
North Carolina
$496K
TFF
84
The Family Firm
Maryland
$490K +$957 +9 +0.2%
WPC
85
White Pine Capital
Minnesota
$490K +$203K +1,905 +70%
SCG
86
Sonata Capital Group
Washington
$480K +$26.6K +250 +6%
CL
87
CPWM LLC
Washington
$472K +$957 +9 +0.2%
MNA
88
Manning & Napier Advisors
New York
$470K
BSB
89
Bangor Savings Bank
Maine
$454K +$2.87K +27 +0.6%
VCM
90
Vigilant Capital Management
Maine
$435K
RW
91
Rand Wealth
Maryland
$432K +$23.9K +225 +6%
CWM
92
Concert Wealth Management
California
$428K -$43.5K -409 -9%
OAM
93
Occidental Asset Management
California
$427K -$6.38K -60 -1%
HH
94
Hilltop Holdings
Texas
$424K
HPWM
95
Highland Private Wealth Management
Washington
$418K
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$415K +$59K +555 +17%
AIP
97
Ameritas Investment Partners
Nebraska
$408K
CS
98
Credit Suisse
Switzerland
$403K +$404K +3,800 New
CISOA
99
Capital Investment Services of America
Wisconsin
$397K
Bessemer Group
100
Bessemer Group
New Jersey
$379K