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iShares Short-Term National Muni Bond ETF

183 hedge funds and large institutions have $898M invested in iShares Short-Term National Muni Bond ETF in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

2% more funds holding

Funds holding: 179183 (+4)

1.15% more ownership

Funds ownership: 58.24%59.39% (+1.1%)

3% more capital invested

Capital invested by funds: $873M → $898M (+$24.7M)

7% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 61

Holders
183
Holders Change
+4
Holders Change %
+2.23%
% of All Funds
4.56%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
17
Increased
57
Reduced
61
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
$199M -$3.04M -28,606 -2%
SEI Investments
2
SEI Investments
Pennsylvania
$102M +$27.5M +258,960 +37%
UBS Group
3
UBS Group
Switzerland
$90.9M +$6.01M +56,642 +7%
US Bancorp
4
US Bancorp
Minnesota
$51M +$231K +2,180 +0.5%
Morgan Stanley
5
Morgan Stanley
New York
$50.8M +$2.75M +25,911 +6%
Ameriprise
6
Ameriprise
Minnesota
$42M +$4.31M +40,605 +11%
KIM
7
Karpus Investment Management
New York
$24.6M -$1.03M -9,680 -4%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.2M -$451K -4,250 -2%
OCM
9
One Capital Management
California
$21.3M +$21.4M +201,370 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$20.3M -$7.81M -73,556 -28%
Wells Fargo
11
Wells Fargo
California
$16.2M +$1.07M +10,103 +7%
JIR
12
James Investment Research
Ohio
$12.7M +$927K +8,738 +8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$11.1M +$2.08M +19,572 +23%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$10.9M +$1.03M +9,733 +10%
LPL Financial
15
LPL Financial
California
$10.4M -$147K -1,386 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$9.43M -$180K -1,699 -2%
CCM
17
Coldstream Capital Management
Washington
$8.46M -$1.33M -12,579 -14%
CFMC
18
Curbstone Financial Management Corp
New Hampshire
$8.13M +$4.04M +38,075 +98%
CCG
19
Cypress Capital Group
Florida
$7.13M +$213K +2,011 +3%
BFA
20
Bragg Financial Advisors
North Carolina
$5.13M +$1.63M +15,337 +46%
CJA
21
C-J Advisory
California
$5.06M +$13.9K +131 +0.3%
BAC
22
Boys Arnold & Co
North Carolina
$4.64M
EA
23
Efficient Advisors
Ohio
$4.44M -$5.16M -48,581 -54%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$4.17M -$958K -9,027 -19%
IWM
25
IHT Wealth Management
Illinois
$4.04M +$3.22M +30,320 +386%