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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
OC
76
Oppenheimer & Co
New York
$1.19M +$251K +2,365 +27%
PAG
77
Private Advisor Group
New Jersey
$1.18M -$45.4K -428 -4%
PSUF
78
People's United Financial
Connecticut
$1.09M +$1.1M +10,326 New
HS
79
Horan Securities
United States
$958K -$9.66K -91 -1%
EWM
80
Endurance Wealth Management
Rhode Island
$926K
NDSI
81
Newman Dignan & Sheerar Inc
Rhode Island
$913K -$48.3K -455 -5%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$902K +$371K +3,500 +70%
TW
83
Transform Wealth
Colorado
$897K +$898K +8,465 New
GT
84
Glenview Trust
Kentucky
$885K
MML Investors Services
85
MML Investors Services
Massachusetts
$857K +$162K +1,529 +23%
SIC
86
Sigma Investment Counselors
Michigan
$835K -$111K -1,045 -12%
Goldman Sachs
87
Goldman Sachs
New York
$805K +$15.5K +146 +2%
WPC
88
White Pine Capital
Minnesota
$786K +$359K +3,380 +84%
IA
89
IFP Advisors
Florida
$782K -$25.7K -242 -3%
NGA
90
Naples Global Advisors
Florida
$778K
DC
91
Davenport & Co
Virginia
$749K
TYCC
92
Texas Yale Capital Corp
Florida
$745K -$352K -3,321 -32%
SCG
93
Sonata Capital Group
Washington
$729K
BCM
94
BTC Capital Management
Iowa
$702K -$66.6K -628 -9%
NFP
95
Narus Financial Partners
Utah
$695K
FTS
96
Fifth Third Securities
Ohio
$655K -$717K -6,755 -52%
FC
97
FCA Corp
Texas
$654K +$655K +6,170 New
CS
98
Comerica Securities
Michigan
$639K -$13.2K -124 -2%
AG
99
Advisor Group
Arizona
$635K +$66.7K +629 +12%
RW
100
Rand Wealth
Maryland
$586K +$587K +5,534 New