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iShares Short-Term National Muni Bond ETF

179 hedge funds and large institutions have $837M invested in iShares Short-Term National Muni Bond ETF in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

80% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 35

32% more capital invested

Capital invested by funds: $634M → $837M (+$203M)

17% more funds holding

Funds holding: 153179 (+26)

5.89% more ownership

Funds ownership: 56.87%62.75% (+5.9%)

Holders
179
Holders Change
+26
Holders Change %
+16.99%
% of All Funds
4.47%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
41
Increased
63
Reduced
35
Closed
15
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 +$3.45M +32,753 +2%
UBS Group
2
UBS Group
Switzerland
$81.5M +$7.97M +75,625 +11%
US Bancorp
3
US Bancorp
Minnesota
$58.9M +$36.7M +348,386 +165%
Morgan Stanley
4
Morgan Stanley
New York
$45.3M +$5.42M +51,414 +14%
SEI Investments
5
SEI Investments
Pennsylvania
$43.2M +$1.82M +17,243 +4%
BIM
6
BlackRock Investment Management
Delaware
$38.2M +$7.07M +67,068 +23%
Ameriprise
7
Ameriprise
Minnesota
$28.8M +$10.8M +102,176 +59%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.6M +$13.3M +125,774 +92%
KIM
9
Karpus Investment Management
New York
$23.3M +$23.4M +222,000 New
Wells Fargo
10
Wells Fargo
California
$18.5M +$6.98M +66,256 +60%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$17.4M +$11.8M +111,551 +206%
SIA
12
Spruce Investment Advisors
Connecticut
$16.1M +$16.1M +153,234 New
CGL
13
Clarius Group LLC
Washington
$15.8M +$15.8M +150,282 New
LPT
14
Legacy Private Trust
Wisconsin
$12.3M +$2.54M +24,092 +26%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$10.1M -$5.12M -48,554 -34%
EA
16
Efficient Advisors
Ohio
$9.93M +$163K +1,547 +2%
EWM
17
Evercore Wealth Management
New York
$7.71M +$7.03M +66,750 +1,006%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7.58M -$3.58M -33,969 -32%
TC
19
Telemus Capital
Michigan
$7.49M +$7.51M +71,260 New
IA
20
Independence Advisors
Pennsylvania
$7.14M +$7.16M +67,916 New
CL
21
Choreo LLC
Illinois
$7.11M +$7.13M +67,640 New
JIR
22
James Investment Research
Ohio
$6.85M +$1.55M +14,686 +29%
CCG
23
Cypress Capital Group
Florida
$6.84M +$275K +2,610 +4%
LPL Financial
24
LPL Financial
California
$5.44M +$935K +8,873 +21%
Stifel Financial
25
Stifel Financial
Missouri
$5.04M -$937K -8,893 -16%