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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
AIP
151
Ameritas Investment Partners
Nebraska
$207K +$531 +5 +0.3%
Citigroup
152
Citigroup
New York
$167K +$92.1K +868 +123%
LC
153
Landaas & Company
Wisconsin
$155K +$155K +1,462 New
CAM
154
Caprin Asset Management
Virginia
$140K -$3.1M -29,205 -96%
PA
155
Parallel Advisors
California
$130K +$3.5K +33 +3%
OIA
156
OneDigital Investment Advisors
Kansas
$129K -$3.09M -29,134 -96%
TIM
157
Tortoise Investment Management
New York
$129K +$21.2K +200 +20%
CS
158
Credential Securities
$75.1K
GAM
159
Gemmer Asset Management
California
$70K
FHA
160
First Horizon Advisors
Tennessee
$69K +$106 +1 +0.2%
CAL
161
Capital Analysts LLC
Pennsylvania
$67K
AWM
162
Avior Wealth Management
Nebraska
$65K
IIC
163
Integrated Investment Consultants
Michigan
$63K
ASN
164
Advisory Services Network
Georgia
$50K
MCIA
165
Mountain Capital Investment Advisors
Colorado
$47K
Manulife (Manufacturers Life Insurance)
166
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42K -$24.6K -232 -37%
VNA
167
Valley National Advisers
Pennsylvania
$34K
GRP
168
Global Retirement Partners
California
$32K
IFA
169
Interactive Financial Advisors
Illinois
$32K +$106 +1 +0.3%
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$32K +$32.3K +304 New
WIM
171
Westside Investment Management
California
$31.8K -$21.2K -200 -40%
PG
172
Patten Group
Tennessee
$26K
WB
173
Webster Bank
Connecticut
$26K
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$25K -$4.99K -47 -16%
BFEC
175
Benjamin F. Edwards & Company
Missouri
$25K