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iShares Short-Term National Muni Bond ETF

139 hedge funds and large institutions have $599M invested in iShares Short-Term National Muni Bond ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 44

1% less capital invested

Capital invested by funds: $603M → $599M (-$4.09M)

1.14% less ownership

Funds ownership: 59.23%58.09% (-1.1%)

3% less funds holding

Funds holding: 144139 (-5)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
139
Holders Change
-5
Holders Change %
-3.47%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
10
Increased
45
Reduced
44
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
$180M -$11.6M -109,365 -6%
UBS Group
2
UBS Group
Switzerland
$64.8M +$3.53M +33,224 +6%
Morgan Stanley
3
Morgan Stanley
New York
$37.3M -$6.61M -62,262 -15%
SEI Investments
4
SEI Investments
Pennsylvania
$33.4M +$5.93M +55,836 +22%
BIM
5
BlackRock Investment Management
Delaware
$24.4M +$11M +103,536 +82%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$22.3M +$1.55M +14,577 +7%
US Bancorp
7
US Bancorp
Minnesota
$20.3M -$3.29M -30,960 -14%
Wells Fargo
8
Wells Fargo
California
$14.7M -$27.8K -262 -0.2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$11M -$1.46M -13,734 -12%
Ameriprise
10
Ameriprise
Minnesota
$10.9M +$7.09M +66,783 +149%
UCFA
11
United Capital Financial Advisors
Texas
$10.1M +$655K +6,169 +7%
CFMC
12
Curbstone Financial Management Corp
New Hampshire
$8.49M -$472K -4,450 -5%
EA
13
Efficient Advisors
Ohio
$7.58M +$2.58M +24,265 +52%
CCG
14
Cypress Capital Group
Florida
$6.46M +$294K +2,770 +5%
Stifel Financial
15
Stifel Financial
Missouri
$5.38M -$694K -6,535 -11%
SIC
16
Sigma Investment Counselors
Michigan
$5.3M +$276K +2,598 +5%
BFA
17
Bragg Financial Advisors
North Carolina
$5.06M +$2.09M +19,679 +71%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$4.99M +$4.22M +39,780 +559%
LPT
19
Legacy Private Trust
Wisconsin
$4.71M -$355K -3,345 -7%
JIR
20
James Investment Research
Ohio
$4.7M +$1.94M +18,226 +70%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$4.62M +$88.7K +835 +2%
LPL Financial
22
LPL Financial
California
$4.08M -$3.97M -37,408 -49%
AIM
23
Allen Investment Management
New York
$3.96M
VKH
24
Virtu KCG Holdings
New York
$3.87M +$1.18M +11,093 +44%
SBL
25
Sargent Bickham Lagudis
Colorado
$3.52M +$3.51M +33,056 New