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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
AF
76
Allworth Financial
California
$1.38M +$8.86K +84 +0.6%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$1.35M -$348K -3,299 -20%
DDPOM
78
Delta Dental Plan of Michigan
Michigan
$1.29M +$1.29M +12,275 New
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$1.28M +$1.26M +11,942 +3,928%
WCF
80
West Coast Financial
California
$1.23M -$64.5K -612 -5%
SP
81
Symmetry Partners
Connecticut
$1.22M +$2.85K +27 +0.2%
OWM
82
Orgel Wealth Management
Wisconsin
$1.21M +$1.21M +11,520 New
OC
83
Oppenheimer & Co
New York
$1.2M +$30.1K +285 +3%
SWP
84
Stratos Wealth Partners
Ohio
$1.14M -$293K -2,777 -20%
PWMAG
85
Pinnacle Wealth Management Advisory Group
New Jersey
$1.08M -$185K -1,750 -15%
GT
86
Glenview Trust
Kentucky
$1.05M +$179K +1,699 +20%
PAG
87
Private Advisor Group
New Jersey
$1.04M -$137K -1,302 -12%
WLIM
88
White Lighthouse Investment Management
Massachusetts
$1.02M +$1.02M +9,700 New
BFM
89
Broadview Financial Management
Wisconsin
$1M +$1.01M +9,580 New
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$994K +$102K +966 +11%
HS
91
Horan Securities
United States
$991K +$41.5K +394 +4%
HighTower Advisors
92
HighTower Advisors
Illinois
$940K +$427K +4,052 +83%
EWM
93
Endurance Wealth Management
Rhode Island
$916K
KL
94
KWMG LLC
Kansas
$915K +$920K +8,729 New
WWM
95
Windsor Wealth Management
Indiana
$900K +$905K +8,583 New
MML Investors Services
96
MML Investors Services
Massachusetts
$879K +$31.2K +296 +4%
TL
97
TrueWealth LLC
Georgia
$848K +$852K +8,085 New
NDSI
98
Newman Dignan & Sheerar Inc
Rhode Island
$843K -$60.8K -577 -7%
PP
99
PrairieView Partners
Minnesota
$838K +$843K +7,991 New
NGA
100
Naples Global Advisors
Florida
$836K +$65.9K +625 +9%