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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
Citadel Advisors
101
Citadel Advisors
Florida
$264K +$265K +2,499 New
CWM
102
Cabot Wealth Management
Massachusetts
$255K -$175K -1,650 -41%
Invesco
103
Invesco
Georgia
$251K +$530 +5 +0.2%
AW
104
Alpha Windward
Massachusetts
$235K
MC
105
Moors & Cabot
Massachusetts
$232K +$212 +2 +0.1%
FMWA
106
Forvis Mazars Wealth Advisors
Missouri
$221K +$221K +2,085 New
ACP
107
Aviance Capital Partners
Florida
$212K
LIM
108
Leavell Investment Management
Alabama
$212K
PIM
109
Parasol Investment Management
Illinois
$212K
AIP
110
Ameritas Investment Partners
Nebraska
$212K +$49.8K +470 +31%
QCMC
111
Quantum Capital Management (California)
California
$207K -$13.9K -131 -6%
BCM
112
BTC Capital Management
Iowa
$204K +$4.35K +41 +2%
ACS
113
Archford Capital Strategies
Illinois
$162K +$111K +1,050 +217%
Creative Planning
114
Creative Planning
Kansas
$112K -$54.5K -514 -33%
GAM
115
Gemmer Asset Management
California
$79K
AWM
116
Avior Wealth Management
Nebraska
$65K
IFA
117
Interactive Financial Advisors
Illinois
$57K -$16.5K -156 -22%
MBT
118
Monroe Bank & Trust
Michigan
$53K
MAA
119
Managed Account Advisors
New Jersey
$45K +$45.3K +427 New
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$25K
BFEC
121
Benjamin F. Edwards & Company
Missouri
$25K
AWM
122
AllSquare Wealth Management
New York
$20K
TCM
123
TD Capital Management
Tennessee
$19K -$7K -66 -26%
CA
124
CapWealth Advisors
Tennessee
$8K +$7.95K +75 New
AWS
125
Aris Wealth Services
Pennsylvania
$6K +$5.51K +52 New