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iShares Short-Term National Muni Bond ETF

215 hedge funds and large institutions have $927M invested in iShares Short-Term National Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 78 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 16

44% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 54

17% more funds holding

Funds holding: 183215 (+32)

1.16% more ownership

Funds ownership: 59.39%60.55% (+1.2%)

3% more capital invested

Capital invested by funds: $898M → $927M (+$29.9M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
215
Holders Change
+32
Holders Change %
+17.49%
% of All Funds
4.88%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
51
Increased
78
Reduced
54
Closed
16
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
$165M -$31.7M -300,624 -16%
SEI Investments
2
SEI Investments
Pennsylvania
$99.9M -$1.29M -12,246 -1%
UBS Group
3
UBS Group
Switzerland
$90.3M +$336K +3,187 +0.4%
Morgan Stanley
4
Morgan Stanley
New York
$51.5M +$1.24M +11,716 +2%
US Bancorp
5
US Bancorp
Minnesota
$47.8M -$2.71M -25,746 -5%
Ameriprise
6
Ameriprise
Minnesota
$44.9M +$3.24M +30,742 +8%
Jane Street
7
Jane Street
New York
$28.8M +$29M +274,608 New
KIM
8
Karpus Investment Management
New York
$21.4M -$2.97M -28,144 -12%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20M -$4.02M -38,086 -17%
IA
10
Independence Advisors
Pennsylvania
$19.7M +$19.8M +187,814 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$18.6M +$7.8M +73,994 +72%
OCM
12
One Capital Management
California
$17.9M -$3.19M -30,284 -15%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$17.6M -$2.43M -23,012 -12%
Wells Fargo
14
Wells Fargo
California
$15.8M -$291K -2,760 -2%
LPL Financial
15
LPL Financial
California
$10.6M +$293K +2,775 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$9.43M +$92.5K +877 +1%
CCM
17
Coldstream Capital Management
Washington
$8.24M -$131K -1,246 -2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$8.09M -$2.95M -27,933 -27%
PWM
19
Patriot Wealth Management
Texas
$7.65M +$7.69M +72,924 New
CCG
20
Cypress Capital Group
Florida
$6.63M -$426K -4,040 -6%
JIR
21
James Investment Research
Ohio
$6.44M -$6.17M -58,533 -49%
TF
22
TIAA FSB
Florida
$5.33M +$4.04M +38,326 +308%
CJA
23
C-J Advisory
California
$5.04M +$40.5K +384 +0.8%
BCI
24
Brinker Capital Investments
Pennsylvania
$4.61M +$618K +5,859 +15%
EA
25
Efficient Advisors
Ohio
$4.58M +$182K +1,729 +4%