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iShares Short-Term National Muni Bond ETF

129 hedge funds and large institutions have $554M invested in iShares Short-Term National Muni Bond ETF in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

56% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 32

17% more capital invested

Capital invested by funds: $472M → $554M (+$81.4M)

4.66% more ownership

Funds ownership: 52.74%57.4% (+4.7%)

4% more funds holding

Funds holding: 124129 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
129
Holders Change
+5
Holders Change %
+4.03%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
50
Reduced
32
Closed
11
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
$186M +$31.3M +295,371 +20%
UBS Group
2
UBS Group
Switzerland
$51.4M +$11M +103,463 +27%
Morgan Stanley
3
Morgan Stanley
New York
$42.5M +$7.53M +71,065 +22%
BIM
4
BlackRock Investment Management
Delaware
$26.8M +$16.7M +157,800 +165%
US Bancorp
5
US Bancorp
Minnesota
$23.1M +$3.17M +29,928 +16%
SEI Investments
6
SEI Investments
Pennsylvania
$22.8M +$4.18M +39,473 +22%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$16.7M +$1.4M +13,215 +9%
Wells Fargo
8
Wells Fargo
California
$12.7M -$545K -5,143 -4%
DWM
9
Destination Wealth Management
California
$12.4M -$4.51M -42,603 -27%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11M +$3.01M +28,373 +38%
CFMC
11
Curbstone Financial Management Corp
New Hampshire
$8.53M +$4.56M +43,025 +115%
UCFA
12
United Capital Financial Advisors
Texas
$7.72M +$650K +6,137 +9%
LPL Financial
13
LPL Financial
California
$6.77M +$3.55M +33,506 +110%
Stifel Financial
14
Stifel Financial
Missouri
$6.06M +$1.27M +11,967 +26%
BAC
15
Boys Arnold & Co
North Carolina
$5.9M +$2.4M +22,663 +69%
CCG
16
Cypress Capital Group
Florida
$5.17M +$649K +6,125 +14%
SIC
17
Sigma Investment Counselors
Michigan
$4.88M +$2.66M +25,130 +120%
LPT
18
Legacy Private Trust
Wisconsin
$4.73M +$1.42M +13,428 +43%
JP Morgan Chase
19
JP Morgan Chase
New York
$4.66M -$336K -3,168 -7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$4.58M -$400K -3,773 -8%
AIM
21
Allen Investment Management
New York
$3.94M
BFA
22
Bragg Financial Advisors
North Carolina
$3.49M +$585K +5,522 +20%
LG
23
LaFleur & Godfrey
Michigan
$3.4M -$41.3K -390 -1%
HFS
24
HL Financial Services
Kentucky
$3.36M +$106K +1,000 +3%
Ameriprise
25
Ameriprise
Minnesota
$3.14M +$829K +7,822 +36%