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iShares Short-Term National Muni Bond ETF

183 hedge funds and large institutions have $898M invested in iShares Short-Term National Muni Bond ETF in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

2% more funds holding

Funds holding: 179183 (+4)

1.15% more ownership

Funds ownership: 58.24%59.39% (+1.1%)

3% more capital invested

Capital invested by funds: $873M → $898M (+$24.7M)

7% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 61

Holders
183
Holders Change
+4
Holders Change %
+2.23%
% of All Funds
4.56%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
17
Increased
57
Reduced
61
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
101
Private Trust Company
Ohio
$557K
TNBTD
102
Trustmark National Bank Trust Department
Mississippi
$524K -$143K -1,352 -21%
HighTower Advisors
103
HighTower Advisors
Illinois
$520K +$2.97K +28 +0.6%
RJA
104
Raymond James & Associates
Florida
$517K -$89K -839 -15%
SCI
105
Stableford Capital II
Arizona
$506K +$507K +4,775 New
SPC
106
Sigma Planning Corp
Michigan
$501K +$163K +1,533 +48%
Truist Financial
107
Truist Financial
North Carolina
$495K
TFF
108
The Family Firm
Maryland
$489K +$1.06K +10 +0.2%
CL
109
CPWM LLC
Washington
$476K +$1.06K +10 +0.2%
HPWM
110
Highland Private Wealth Management
Washington
$471K
First Trust Advisors
111
First Trust Advisors
Illinois
$459K -$28.1K -265 -6%
BWA
112
BDO Wealth Advisors
Florida
$456K -$23.9K -225 -5%
RCAG
113
Rehmann Capital Advisory Group
Michigan
$443K -$140K -1,318 -24%
DCM
114
Dimension Capital Management
Florida
$440K
JWS
115
Juncture Wealth Strategies
Arizona
$428K -$91.6K -863 -18%
OAM
116
Occidental Asset Management
California
$427K
APP
117
Avantax Planning Partners
Iowa
$419K +$4.99K +47 +1%
PWM
118
Perigon Wealth Management
California
$402K -$114K -1,074 -22%
Bessemer Group
119
Bessemer Group
New Jersey
$402K +$23.3K +220 +6%
BSB
120
Bangor Savings Bank
Maine
$401K -$133K -1,250 -25%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$400K -$10.6K -100 -3%
VFA
122
Voya Financial Advisors
Connecticut
$398K +$398K +3,754 New
CISOA
123
Capital Investment Services of America
Wisconsin
$397K
Lido Advisors
124
Lido Advisors
California
$389K +$391K +3,685 New
BCM
125
Boltwood Capital Management
California
$360K