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iShares National Muni Bond ETF

289 hedge funds and large institutions have $2.57B invested in iShares National Muni Bond ETF in 2014 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 73 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 10

60% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 73

38% more funds holding in top 10

Funds holding in top 10: 1318 (+5)

20% more funds holding

Funds holding: 240289 (+49)

17% more capital invested

Capital invested by funds: $2.2B → $2.57B (+$370M)

2.25% more ownership

Funds ownership: 55.19%57.43% (+2.2%)

92% less call options, than puts

Call options by funds: $1.38M | Put options by funds: $18.2M

Holders
289
Holders Change
+49
Holders Change %
+20.42%
% of All Funds
7.71%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.48%
New
62
Increased
117
Reduced
73
Closed
10
Calls
$1.38M
Puts
$18.2M
Net Calls
-$16.8M
Net Calls Change
+$40.7M
Name Holding Trade Value Shares
Change
Change in
Stake
B
101
Baird
Wisconsin
$2.1M -$1.09M -9,917 -34%
RCAG
102
Rehmann Capital Advisory Group
Michigan
$2.08M -$391K -3,560 -16%
FBFS
103
First Business Financial Services
Wisconsin
$2.06M +$259K +2,355 +14%
MA
104
MCF Advisors
Kentucky
$2.05M +$91K +828 +5%
PPA
105
Parametric Portfolio Associates
Washington
$2.04M -$347K -3,158 -15%
DIA
106
Denver Investment Advisors
Colorado
$2.04M +$404K +3,677 +25%
First Trust Advisors
107
First Trust Advisors
Illinois
$2.03M -$75.2K -684 -4%
IFA
108
Interactive Financial Advisors
Illinois
$1.98M +$1.71M +15,567 +666%
EFS
109
Edelman Financial Services
Virginia
$1.97M -$39.2K -357 -2%
HS
110
Huntington Steele
Pennsylvania
$1.94M -$70.6K -642 -4%
S
111
SignatureFD
Georgia
$1.94M +$592K +5,387 +44%
PP
112
Palladium Partners
Virginia
$1.9M -$51.1K -465 -3%
CNB
113
City National Bank
California
$1.89M +$187K +1,706 +11%
PGFC
114
Peapack-Gladstone Financial Corp
New Jersey
$1.8M +$19.2K +175 +1%
PCMC
115
Paragon Capital Management (Colorado)
Colorado
$1.73M -$299K -2,724 -15%
VCM
116
Vigilant Capital Management
Maine
$1.73M +$15.9K +145 +0.9%
VNB
117
Valley National Bancorp
New York
$1.66M +$1.54K +14 +0.1%
CS
118
Credit Suisse
Switzerland
$1.64M +$1.02M +9,237 +164%
BSB
119
Bangor Savings Bank
Maine
$1.62M -$7.69K -70 -0.5%
ST
120
Spinnaker Trust
Maine
$1.54M
AWM
121
Altavista Wealth Management
North Carolina
$1.54M -$69.8K -635 -4%
VA
122
Valmark Advisers
Ohio
$1.44M -$181K -1,648 -11%
BOTW
123
Bank of the West
California
$1.44M +$502K +4,571 +54%
PA
124
Pinnacle Associates
New York
$1.43M +$217K +1,970 +18%
TFA
125
Transamerica Financial Advisors
Florida
$1.43M +$167K +1,519 +13%