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iShares Short-Term National Muni Bond ETF

153 hedge funds and large institutions have $634M invested in iShares Short-Term National Muni Bond ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+14
Holders Change %
+10.07%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
20
Increased
54
Reduced
41
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CTA
126
Chesley Taft & Associates
Illinois
$228K
GWM
127
Geneos Wealth Management
Colorado
$217K +$212 +2 +0.1%
DWM
128
Destination Wealth Management
California
$213K +$213K +2,007 New
LIM
129
Leavell Investment Management
Alabama
$212K
ACP
130
Aviance Capital Partners
Florida
$212K
CWM
131
Cornerstone Wealth Management
Missouri
$209K +$209K +1,975 New
PGFC
132
Peapack-Gladstone Financial Corp
New Jersey
$209K
AWMS
133
Advocacy Wealth Management Services
Georgia
$151K +$63K +595 +72%
DADC
134
D.A. Davidson & Co
Montana
$121K +$121K +1,150 New
Citigroup
135
Citigroup
New York
$115K +$115K +1,084 New
BA
136
BKS Advisors
Michigan
$106K +$106K +1,000 New
WIC
137
Woodmont Investment Counsel
Tennessee
$106K +$106K +1,000 New
CS
138
Credential Securities
$75.1K +$25.9K +244 +52%
GAM
139
Gemmer Asset Management
California
$70K
FHA
140
First Horizon Advisors
Tennessee
$68K +$68K +649 New
AWM
141
Avior Wealth Management
Nebraska
$65K
IIC
142
Integrated Investment Consultants
Michigan
$63K
SWA
143
Sutton Wealth Advisors
Florida
$38.2K +$12.7K +120 +50%
VNA
144
Valley National Advisers
Pennsylvania
$34K -$93.9K -884 -73%
IFA
145
Interactive Financial Advisors
Illinois
$34K
Manulife (Manufacturers Life Insurance)
146
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27K +$27K +251 New
PG
147
Patten Group
Tennessee
$26.5K
BFEC
148
Benjamin F. Edwards & Company
Missouri
$25K
TCM
149
TD Capital Management
Tennessee
$24K +$24K +226 New
WA
150
WFG Advisors
Texas
$11K -$55.1K -501 -83%