SUB icon

iShares Short-Term National Muni Bond ETF

124 hedge funds and large institutions have $472M invested in iShares Short-Term National Muni Bond ETF in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
124
Holders Change
-1
Holders Change %
-0.8%
% of All Funds
3.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
42
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWM
101
Cabot Wealth Management
Massachusetts
$243K 2,290 -50 -2%
JWS
102
Juncture Wealth Strategies
Arizona
$228K 2,150 +2,150 New
Barclays
103
Barclays
United Kingdom
$227K 2,150 -1,500 -41%
AIP
104
Ameritas Investment Partners
Nebraska
$224K 2,120 -140 -6%
PWM
105
Perigon Wealth Management
California
$223K 2,102 +2,102 New
QCMC
106
Quantum Capital Management (California)
California
$214K 2,020
ACP
107
Aviance Capital Partners
Florida
$212K 2,000
LIM
108
Leavell Investment Management
Alabama
$212K 2,000
PGFC
109
Peapack-Gladstone Financial Corp
New Jersey
$209K 1,970
VNA
110
Valley National Advisers
Pennsylvania
$181K 1,710 -1,500 -47%
WIC
111
Woodmont Investment Counsel
Tennessee
$106K 1,000
KCPG
112
Kavar Capital Partners Group
Kansas
$105K 1,000
GAM
113
Gemmer Asset Management
California
$79K 750
AWM
114
Avior Wealth Management
Nebraska
$65K 611
ACM
115
Argentus Capital Management
Texas
$50K 470 +470 New
CS
116
Credential Securities
$49.2K 465
IFA
117
Interactive Financial Advisors
Illinois
$33K 310 -2 -0.6%
PG
118
Patten Group
Tennessee
$26.5K 250
FMII
119
Farmers & Merchants Investments Inc
Nebraska
$26K 250
BFEC
120
Benjamin F. Edwards & Company
Missouri
$25K 236
CAL
121
Capital Analysts LLC
Pennsylvania
$11.7K 110 +110 New
Citigroup
122
Citigroup
New York
$8K 76 -210 -73%
CA
123
CapWealth Advisors
Tennessee
$8K 75
AWS
124
Aris Wealth Services
Pennsylvania
$4K 42
OCM
125
One Capital Management
California
-54,721 Closed