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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
VCM
126
Vigilant Capital Management
Maine
$359K -$30.2K -285 -8%
EFSCE
127
Enterprise Financial Services Corp (EFSC)
Missouri
$358K
FCBT
128
First Citizens Bank & Trust
North Carolina
$357K +$358K +3,370 New
CWM
129
Cornerstone Wealth Management
Missouri
$353K +$6.47K +61 +2%
SB
130
Suntrust Banks
Georgia
$352K -$849 -8 -0.2%
HH
131
Hilltop Holdings
Texas
$338K -$86.2K -812 -20%
LNC
132
Lincoln National Corp
Pennsylvania
$332K -$234K -2,202 -41%
JIC
133
Johnson Investment Counsel
Ohio
$329K
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$314K
HTC
135
Haverford Trust Company
Pennsylvania
$310K
MWM
136
Mission Wealth Management
California
$284K
BSWM
137
Boston Standard Wealth Management
Massachusetts
$276K -$1.27K -12 -0.5%
CTA
138
Chesley Taft & Associates
Illinois
$273K +$32.4K +305 +13%
VA
139
Valmark Advisers
Ohio
$272K -$15.9K -150 -6%
FAAS
140
First Allied Advisory Services
California
$263K -$176K -1,661 -40%
KeyBank National Association
141
KeyBank National Association
Ohio
$262K -$450K -4,245 -63%
HFS
142
HL Financial Services
Kentucky
$247K
BBA
143
BLB&B Advisors
Pennsylvania
$245K
LIM
144
Leavell Investment Management
Alabama
$243K
QCMC
145
Quantum Capital Management (California)
California
$238K
CCG
146
Chatham Capital Group
Georgia
$225K
CAL
147
Capital Advisors Ltd
Ohio
$221K
AWMS
148
Advocacy Wealth Management Services
Georgia
$218K
GWM
149
Geneos Wealth Management
Colorado
$217K +$212 +2 +0.1%
FNT
150
First National Trust
Pennsylvania
$210K