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iShares Short-Term National Muni Bond ETF

100 hedge funds and large institutions have $412M invested in iShares Short-Term National Muni Bond ETF in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 27

1% more capital invested

Capital invested by funds: $407M → $412M (+$4.21M)

1.66% less ownership

Funds ownership: 51.02%49.36% (-1.7%)

5% less funds holding

Funds holding: 105100 (-5)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
100
Holders Change
-5
Holders Change %
-4.76%
% of All Funds
2.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
41
Reduced
27
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
26
Curbstone Financial Management Corp
New Hampshire
$2.14M +$2.14M +20,125 New
FHB
27
First Hawaiian Bank
Hawaii
$1.95M +$12.8K +120 +0.7%
BCI
28
Brinker Capital Investments
Pennsylvania
$1.75M
UCFA
29
United Capital Financial Advisors
Texas
$1.73M +$1.73M +16,283 New
DIA
30
Denver Investment Advisors
Colorado
$1.71M +$48.5K +456 +3%
PFM
31
Phillips Financial Management
Indiana
$1.55M -$355K -3,341 -19%
FAAM
32
First Allied Asset Management
California
$1.54M -$172K -1,619 -10%
WTC
33
WhitTier Trust Company
Nevada
$1.5M -$21.3K -200 -1%
WCM
34
Wunderlich Capital Managemnt
Tennessee
$1.35M +$27.2K +256 +2%
CNB
35
City National Bank
California
$1.34M -$15K -141 -1%
MFS
36
MSI Financial Services
Massachusetts
$1.28M -$6.91K -65 -0.5%
Goldman Sachs
37
Goldman Sachs
New York
$1.18M +$600K +5,640 +103%
PI
38
Placemark Investments
Illinois
$1.16M +$183K +1,725 +19%
TNBTD
39
Trustmark National Bank Trust Department
Mississippi
$1.15M +$11.2K +105 +1%
AL
40
Aspiriant LLC
California
$1.11M +$224K +2,111 +25%
BSB
41
Bangor Savings Bank
Maine
$1.07M +$59K +555 +6%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1.07M +$106K +1,000 +11%
BCM
43
Bluefin Capital Management
New York
$1M +$958K +9,012 New
HighTower Advisors
44
HighTower Advisors
Illinois
$941K +$705K +6,627 +298%
OC
45
Oppenheimer & Co
New York
$893K +$79.4K +747 +10%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$790K -$937K -8,816 -54%
Barclays
47
Barclays
United Kingdom
$740K +$6.91K +65 +0.9%
CS
48
Credit Suisse
Switzerland
$709K -$7.44K -70 -1%
JIC
49
Johnson Investment Counsel
Ohio
$637K
WT
50
Whittier Trust
California
$602K