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iShares Short-Term National Muni Bond ETF

139 hedge funds and large institutions have $599M invested in iShares Short-Term National Muni Bond ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 44

1% less capital invested

Capital invested by funds: $603M → $599M (-$4.09M)

1.14% less ownership

Funds ownership: 59.23%58.09% (-1.1%)

3% less funds holding

Funds holding: 144139 (-5)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
139
Holders Change
-5
Holders Change %
-3.47%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
10
Increased
45
Reduced
44
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
101
Bessemer Group
New Jersey
$381K +$53.6K +505 +16%
CASB
102
Cape Ann Savings Bank
Massachusetts
$368K
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$357K -$7.43K -70 -2%
BSWM
104
Boston Standard Wealth Management
Massachusetts
$354K -$20.3K -191 -5%
MA
105
MUFG Americas
New York
$351K -$21.2K -200 -6%
Goldman Sachs
106
Goldman Sachs
New York
$341K
JIC
107
Johnson Investment Counsel
Ohio
$319K
CAL
108
Capital Advisors Ltd
Ohio
$306K -$85.8K -808 -22%
HTC
109
Haverford Trust Company
Pennsylvania
$301K
HNB
110
Huntington National Bank
Ohio
$293K
WPC
111
White Pine Capital
Minnesota
$289K -$204K -1,925 -41%
BCM
112
Boltwood Capital Management
California
$271K
BCI
113
Brinker Capital Investments
Pennsylvania
$261K -$38.9K -366 -13%
MHS
114
M Holdings Securities
Oregon
$256K +$256K +2,407 New
BBA
115
BLB&B Advisors
Pennsylvania
$246K
CWM
116
Cabot Wealth Management
Massachusetts
$233K -$3.19K -30 -1%
ACS
117
Archford Capital Strategies
Illinois
$233K
CTA
118
Chesley Taft & Associates
Illinois
$229K
GWM
119
Geneos Wealth Management
Colorado
$217K +$119K +1,124 +122%
ACP
120
Aviance Capital Partners
Florida
$213K
LIM
121
Leavell Investment Management
Alabama
$213K
PGFC
122
Peapack-Gladstone Financial Corp
New Jersey
$209K
PWM
123
Perigon Wealth Management
California
$192K +$192K +1,805 New
VNA
124
Valley National Advisers
Pennsylvania
$128K -$39.3K -370 -24%
AWMS
125
Advocacy Wealth Management Services
Georgia
$88K -$7.22K -68 -8%