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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
TCM
176
TD Capital Management
Tennessee
$24K +$106 +1 +0.4%
AssetMark Inc
177
AssetMark Inc
California
$21K -$1.27K -12 -6%
MA
178
MUFG Americas
New York
$21K
VFA
179
Valeo Financial Advisors
Indiana
$19K +$18.6K +175 New
WAM
180
Wealthspire Advisors (Maryland)
Maryland
$17K
CTC
181
Central Trust Company
Missouri
$16K +$15.9K +150 New
NFG
182
Next Financial Group
Texas
$16K +$15.9K +150 New
AA
183
AlphaMark Advisors
Kentucky
$11K
EWM
184
Evercore Wealth Management
New York
$4K -$796K -7,500 -99%
BTIS
185
BB&T Investment Services
North Carolina
$1K
Jane Street
186
Jane Street
New York
-$9.13M -86,356 Closed
IA
187
Independence Advisors
Pennsylvania
-$8.72M -82,418 Closed
SAM
188
Shikiar Asset Management
New York
-$827K -7,818 Closed
WF
189
WealthTrust Fairport
Ohio
-$300K -2,835 Closed
RWP
190
RWA Wealth Partners
Massachusetts
-$231K -2,181 Closed
BA
191
BKS Advisors
Michigan
-$217K -2,050 Closed
CWM
192
Cabot Wealth Management
Massachusetts
-$216K -2,045 Closed
VC
193
Vicus Capital
Pennsylvania
-$201K -1,900 Closed
FT
194
Fiduciary Trust
Massachusetts
-$135K -1,278 Closed
DADC
195
D.A. Davidson & Co
Montana
-$63K -600 Closed
JCM
196
Jacobi Capital Management
Pennsylvania
-$13K -121 Closed