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iShares Short-Term National Muni Bond ETF

105 hedge funds and large institutions have $453M invested in iShares Short-Term National Muni Bond ETF in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $412M → $453M (+$40.9M)

5% more funds holding

Funds holding: 100105 (+5)

2.27% more ownership

Funds ownership: 49.36%51.63% (+2.3%)

0% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 35

Holders
105
Holders Change
+5
Holders Change %
+5%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
35
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
26
Curbstone Financial Management Corp
New Hampshire
$2.11M -$26.6K -250 -1%
PA
27
Pinnacle Associates
New York
$2.07M -$120K -1,125 -5%
UCFA
28
United Capital Financial Advisors
Texas
$2.02M +$293K +2,756 +17%
PGA
29
Portland Global Advisors
Maine
$2.02M +$2.02M +18,983 New
BIM
30
BlackRock Investment Management
Delaware
$1.86M -$504K -4,740 -21%
FHB
31
First Hawaiian Bank
Hawaii
$1.86M -$92.8K -873 -5%
Goldman Sachs
32
Goldman Sachs
New York
$1.85M +$666K +6,272 +56%
BCI
33
Brinker Capital Investments
Pennsylvania
$1.75M
FAAM
34
First Allied Asset Management
California
$1.49M -$53.1K -500 -3%
WTC
35
WhitTier Trust Company
Nevada
$1.48M -$18.6K -175 -1%
PFM
36
Phillips Financial Management
Indiana
$1.44M -$111K -1,046 -7%
WCM
37
Wunderlich Capital Managemnt
Tennessee
$1.37M +$21.7K +204 +2%
MFS
38
MSI Financial Services
Massachusetts
$1.36M +$77.2K +727 +6%
CNB
39
City National Bank
California
$1.33M -$6.27K -59 -0.5%
PI
40
Placemark Investments
Illinois
$1.27M +$107K +1,005 +9%
TNBTD
41
Trustmark National Bank Trust Department
Mississippi
$1.17M +$20K +188 +2%
RW
42
Rand Wealth
Maryland
$1.16M +$1.16M +10,904 New
BSB
43
Bangor Savings Bank
Maine
$1.15M +$76.9K +724 +7%
AL
44
Aspiriant LLC
California
$1.08M -$27.2K -256 -2%
Ameriprise
45
Ameriprise
Minnesota
$946K +$387K +3,643 +69%
HighTower Advisors
46
HighTower Advisors
Illinois
$913K -$27.6K -260 -3%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$860K +$70K +659 +9%
WT
48
Whittier Trust
California
$815K +$212K +1,997 +35%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$743K -$323K -3,040 -30%
EFSCE
50
Enterprise Financial Services Corp (EFSC)
Missouri
$702K +$702K +6,607 New