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iShares Short-Term National Muni Bond ETF

153 hedge funds and large institutions have $634M invested in iShares Short-Term National Muni Bond ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 41

10% more funds holding

Funds holding: 139153 (+14)

6% more capital invested

Capital invested by funds: $599M → $634M (+$34.7M)

1.22% less ownership

Funds ownership: 58.09%56.87% (-1.2%)

Holders
153
Holders Change
+14
Holders Change %
+10.07%
% of All Funds
4.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
20
Increased
54
Reduced
41
Closed
6
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
$178M -$1.57M -14,767 -0.9%
UBS Group
2
UBS Group
Switzerland
$74.2M +$9.65M +90,724 +15%
SEI Investments
3
SEI Investments
Pennsylvania
$41.7M +$8.44M +79,386 +25%
Morgan Stanley
4
Morgan Stanley
New York
$40.3M +$3.12M +29,342 +8%
BIM
5
BlackRock Investment Management
Delaware
$31.4M +$7.17M +67,385 +29%
US Bancorp
6
US Bancorp
Minnesota
$22.4M +$2.25M +21,197 +11%
Ameriprise
7
Ameriprise
Minnesota
$18.4M +$6.39M +60,119 +54%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$15.3M -$6.93M -65,144 -31%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.5M +$14.5M +136,781 New
Wells Fargo
10
Wells Fargo
California
$11.6M -$3M -28,233 -20%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$11.2M +$275K +2,584 +2%
EA
12
Efficient Advisors
Ohio
$9.85M +$2.3M +21,649 +30%
LPT
13
Legacy Private Trust
Wisconsin
$9.84M +$5.16M +48,565 +110%
CFMC
14
Curbstone Financial Management Corp
New Hampshire
$8.14M -$319K -3,000 -4%
CCG
15
Cypress Capital Group
Florida
$6.63M +$189K +1,775 +3%
Stifel Financial
16
Stifel Financial
Missouri
$6.02M +$652K +6,134 +12%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.74M +$1.14M +10,689 +25%
JIR
18
James Investment Research
Ohio
$5.36M +$672K +6,321 +14%
BFA
19
Bragg Financial Advisors
North Carolina
$5.18M +$145K +1,362 +3%
CJA
20
C-J Advisory
California
$4.8M +$4.82M +45,330 New
LPL Financial
21
LPL Financial
California
$4.54M +$482K +4,536 +12%
AIM
22
Allen Investment Management
New York
$3.94M
MG
23
Mather Group
Illinois
$3.38M +$1.01M +9,458 +42%
LG
24
LaFleur & Godfrey
Michigan
$3.37M +$95.7K +900 +3%
BAC
25
Boys Arnold & Co
North Carolina
$3.19M -$42.5K -400 -1%