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iShares Short-Term National Muni Bond ETF

125 hedge funds and large institutions have $480M invested in iShares Short-Term National Muni Bond ETF in 2015 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.66% more ownership

Funds ownership: 50.98%54.65% (+3.7%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

3% more capital invested

Capital invested by funds: $464M → $480M (+$16.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 126125 (-1)

21% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 47

Holders
125
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
3.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
37
Reduced
47
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$233K -$1.46M -13,825 -86%
CS
102
Credit Suisse
Switzerland
$231K -$319K -3,020 -58%
QCMC
103
Quantum Capital Management (California)
California
$213K +$6.33K +60 +3%
ACP
104
Aviance Capital Partners
Florida
$211K
LIM
105
Leavell Investment Management
Alabama
$211K
PIM
106
Parasol Investment Management
Illinois
$211K
PGFC
107
Peapack-Gladstone Financial Corp
New Jersey
$208K -$274K -2,600 -57%
HTC
108
Haverford Trust Company
Pennsylvania
$205K -$1.19M -11,290 -85%
BCM
109
BTC Capital Management
Iowa
$204K
WIC
110
Woodmont Investment Counsel
Tennessee
$106K +$106K +1,000 New
KCPG
111
Kavar Capital Partners Group
Kansas
$105K +$106K +1,000 New
GAM
112
Gemmer Asset Management
California
$79K
AWM
113
Avior Wealth Management
Nebraska
$65K
AW
114
Alpha Windward
Massachusetts
$56K -$179K -1,695 -76%
MBT
115
Monroe Bank & Trust
Michigan
$53K
CS
116
Credential Securities
$49.1K +$49.1K +465 New
IFA
117
Interactive Financial Advisors
Illinois
$33K -$24.1K -228 -42%
Citigroup
118
Citigroup
New York
$30K +$30.2K +286 New
PG
119
Patten Group
Tennessee
$26.4K +$26.4K +250 New
FMII
120
Farmers & Merchants Investments Inc
Nebraska
$26K +$26.4K +250 New
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$25K
BFEC
122
Benjamin F. Edwards & Company
Missouri
$25K
TCM
123
TD Capital Management
Tennessee
$19K
CA
124
CapWealth Advisors
Tennessee
$8K
AWS
125
Aris Wealth Services
Pennsylvania
$4K -$1.05K -10 -19%