We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

126 hedge funds and large institutions have $464M invested in iShares Short-Term National Muni Bond ETF in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

1% more funds holding

Funds holding: 125126 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $474M → $464M (-$10.6M)

1.71% less ownership

Funds ownership: 52.69%50.98% (-1.7%)

13% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 46

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
40
Reduced
46
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$185M -$7.17M -67,628 -4%
Morgan Stanley
2
Morgan Stanley
New York
$37.9M -$4.15M -39,141 -10%
UBS Group
3
UBS Group
Switzerland
$27.8M -$8.76M -82,650 -24%
US Bancorp
4
US Bancorp
Minnesota
$22.4M -$1.13M -10,699 -5%
DWM
5
Destination Wealth Management
California
$16.3M -$227K -2,137 -1%
Wells Fargo
6
Wells Fargo
California
$11.5M +$467K +4,402 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$9.77M +$3.04M +28,672 +45%
SEI Investments
8
SEI Investments
Pennsylvania
$8.58M +$2.75M +25,916 +47%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.6M +$504K +4,750 +10%
CCG
10
Cypress Capital Group
Florida
$5.25M -$477K -4,500 -8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$5.14M -$123K -1,164 -2%
KeyBank National Association
12
KeyBank National Association
Ohio
$5.02M -$609K -5,746 -11%
Jane Street
13
Jane Street
New York
$4.96M +$4.18M +39,381 +527%
AIM
14
Allen Investment Management
New York
$4.94M
Stifel Financial
15
Stifel Financial
Missouri
$4.6M +$230K +2,168 +5%
UCFA
16
United Capital Financial Advisors
Texas
$4.53M +$701K +6,606 +18%
CFMC
17
Curbstone Financial Management Corp
New Hampshire
$3.95M +$1.4M +13,200 +55%
BAC
18
Boys Arnold & Co
North Carolina
$3.95M -$104K -980 -3%
LG
19
LaFleur & Godfrey
Michigan
$3.57M +$143K +1,350 +4%
VKH
20
Virtu KCG Holdings
New York
$3.42M +$3.43M +32,337 New
LPL Financial
21
LPL Financial
California
$3.35M -$130K -1,225 -4%
First Trust Advisors
22
First Trust Advisors
Illinois
$3.27M +$727K +6,853 +28%
HFS
23
HL Financial Services
Kentucky
$3.27M +$10.4K +98 +0.3%
TYCC
24
Texas Yale Capital Corp
Florida
$3.03M -$1.53M -14,400 -33%
Comerica Bank
25
Comerica Bank
Texas
$2.91M -$2.69M -25,332 -48%