We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

125 hedge funds and large institutions have $480M invested in iShares Short-Term National Muni Bond ETF in 2015 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.66% more ownership

Funds ownership: 50.98%54.65% (+3.7%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

3% more capital invested

Capital invested by funds: $464M → $480M (+$16.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 126125 (-1)

21% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 47

Holders
125
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
3.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
37
Reduced
47
Closed
12
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
$181M -$3.67M -34,818 -2%
Morgan Stanley
2
Morgan Stanley
New York
$35.7M -$2.15M -20,368 -6%
UBS Group
3
UBS Group
Switzerland
$30.2M +$2.41M +22,813 +9%
US Bancorp
4
US Bancorp
Minnesota
$20.6M -$1.79M -16,956 -8%
DWM
5
Destination Wealth Management
California
$18.2M +$1.96M +18,577 +12%
SEI Investments
6
SEI Investments
Pennsylvania
$14.5M +$5.91M +55,977 +69%
Wells Fargo
7
Wells Fargo
California
$14M +$2.47M +23,440 +22%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$13.6M +$3.83M +36,291 +39%
BIM
9
BlackRock Investment Management
Delaware
$9.35M +$7.19M +68,166 +335%
UCFA
10
United Capital Financial Advisors
Texas
$7.22M +$2.69M +25,484 +59%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$6.21M +$611K +5,786 +11%
OCM
12
One Capital Management
California
$5.78M +$5.77M +54,721 New
Comerica Bank
13
Comerica Bank
Texas
$5.67M +$2.76M +26,130 +95%
AL
14
Aspiriant LLC
California
$5.19M +$2.59M +24,557 +100%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.96M -$177K -1,678 -3%
AIM
16
Allen Investment Management
New York
$4.93M
Stifel Financial
17
Stifel Financial
Missouri
$4.65M +$63.1K +598 +1%
KeyBank National Association
18
KeyBank National Association
Ohio
$4.27M -$741K -7,025 -15%
CCG
19
Cypress Capital Group
Florida
$4.25M -$1,000K -9,475 -19%
CFMC
20
Curbstone Financial Management Corp
New Hampshire
$3.96M +$18.5K +175 +0.5%
BAC
21
Boys Arnold & Co
North Carolina
$3.7M -$244K -2,310 -6%
LG
22
LaFleur & Godfrey
Michigan
$3.5M -$62.8K -595 -2%
JP Morgan Chase
23
JP Morgan Chase
New York
$3.35M +$2.01M +19,046 +151%
LPL Financial
24
LPL Financial
California
$3.28M -$68.3K -647 -2%
HFS
25
HL Financial Services
Kentucky
$3.22M -$45.2K -428 -1%