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iShares Short-Term National Muni Bond ETF

92 hedge funds and large institutions have $351M invested in iShares Short-Term National Muni Bond ETF in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 24

17% more capital invested

Capital invested by funds: $301M → $351M (+$50.3M)

1.33% more ownership

Funds ownership: 46.88%48.21% (+1.3%)

3% less funds holding

Funds holding: 9592 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
2.98%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
45
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$1.75M
CNB
27
City National Bank
California
$1.72M -$99.4K -941 -5%
B
28
Baird
Wisconsin
$1.72M +$457K +4,325 +36%
FAAS
29
First Allied Advisory Services
California
$1.71M +$1.5M +14,199 +739%
DIA
30
Denver Investment Advisors
Colorado
$1.64M +$1.64M +15,480 New
UCFA
31
United Capital Financial Advisors
Texas
$1.64M +$104K +982 +7%
FAAM
32
First Allied Asset Management
California
$1.51M -$762K -7,214 -34%
Barclays
33
Barclays
United Kingdom
$1.49M -$288K -2,725 -16%
PFM
34
Phillips Financial Management
Indiana
$1.46M +$49K +464 +3%
WTC
35
WhitTier Trust Company
Nevada
$1.44M -$95.1K -900 -6%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.41M +$661K +6,255 +89%
CS
37
Comerica Securities
Michigan
$1.19M +$14.6K +138 +1%
BIM
38
BlackRock Investment Management
Delaware
$1.15M +$108K +1,021 +10%
TNBTD
39
Trustmark National Bank Trust Department
Mississippi
$1.14M +$26.4K +250 +2%
MFS
40
MSI Financial Services
Massachusetts
$1.13M +$442K +4,179 +64%
BSB
41
Bangor Savings Bank
Maine
$1.1M +$479K +4,537 +78%
OC
42
Oppenheimer & Co
New York
$942K +$63.3K +599 +7%
AL
43
Aspiriant LLC
California
$883K +$26.9K +255 +3%
FHB
44
First Hawaiian Bank
Hawaii
$845K +$689K +6,520 +453%
PI
45
Placemark Investments
Illinois
$811K +$90.6K +857 +13%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$767K +$763K +7,222 New
CS
47
Credit Suisse
Switzerland
$743K -$115K -1,085 -13%
JP Morgan Chase
48
JP Morgan Chase
New York
$697K +$110K +1,040 +19%
JIC
49
Johnson Investment Counsel
Ohio
$637K
WT
50
Whittier Trust
California
$602K