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iShares Short-Term National Muni Bond ETF

179 hedge funds and large institutions have $837M invested in iShares Short-Term National Muni Bond ETF in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

80% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 35

32% more capital invested

Capital invested by funds: $634M → $837M (+$203M)

17% more funds holding

Funds holding: 153179 (+26)

5.89% more ownership

Funds ownership: 56.87%62.75% (+5.9%)

Holders
179
Holders Change
+26
Holders Change %
+16.99%
% of All Funds
4.47%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
41
Increased
63
Reduced
35
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
101
Naples Global Advisors
Florida
$622K +$26.3K +250 +4%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$607K
First Trust Advisors
103
First Trust Advisors
Illinois
$575K -$88.7K -842 -13%
SPIA
104
Steward Partners Investment Advisory
New York
$572K +$574K +5,452 New
PTC
105
Private Trust Company
Ohio
$552K +$554K +5,260 New
RJA
106
Raymond James & Associates
Florida
$533K +$41.8K +397 +8%
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$525K
RCAG
108
Rehmann Capital Advisory Group
Michigan
$516K +$189K +1,794 +58%
LWM
109
LBA Wealth Management
Florida
$491K
Truist Financial
110
Truist Financial
North Carolina
$491K
TFF
111
The Family Firm
Maryland
$486K +$1.05K +10 +0.2%
AG
112
Advisor Group
Arizona
$481K -$87.1K -827 -15%
CL
113
CPWM LLC
Washington
$469K +$1.05K +10 +0.2%
VFA
114
Voya Financial Advisors
Connecticut
$464K +$465K +4,417 New
BSB
115
Bangor Savings Bank
Maine
$449K
PWM
116
Perigon Wealth Management
California
$440K +$184K +1,750 +72%
VCM
117
Vigilant Capital Management
Maine
$431K
CWM
118
Concert Wealth Management
California
$424K -$843 -8 -0.2%
OAM
119
Occidental Asset Management
California
$423K
HH
120
Hilltop Holdings
Texas
$420K
HPWM
121
Highland Private Wealth Management
Washington
$414K
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$411K
AIP
123
Ameritas Investment Partners
Nebraska
$405K
CISOA
124
Capital Investment Services of America
Wisconsin
$394K
Bessemer Group
125
Bessemer Group
New Jersey
$377K