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iShares Short-Term National Muni Bond ETF

112 hedge funds and large institutions have $461M invested in iShares Short-Term National Muni Bond ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

129% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 21

7% more funds holding

Funds holding: 105112 (+7)

2% more capital invested

Capital invested by funds: $453M → $461M (+$8.83M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.8% less ownership

Funds ownership: 51.63%50.83% (-0.8%)

Holders
112
Holders Change
+7
Holders Change %
+6.67%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
48
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
26
Curbstone Financial Management Corp
New Hampshire
$2.23M +$122K +1,150 +6%
JIP
27
Jaffetilchin Investment Partners
Florida
$2.22M +$4.04K +38 +0.2%
FHB
28
First Hawaiian Bank
Hawaii
$2.21M +$357K +3,357 +19%
B
29
Baird
Wisconsin
$2.2M -$54.7K -515 -2%
PA
30
Pinnacle Associates
New York
$2.07M +$6.91K +65 +0.3%
CNB
31
City National Bank
California
$2.01M +$679K +6,390 +51%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.8M -$3.7M -34,783 -67%
BCI
33
Brinker Capital Investments
Pennsylvania
$1.75M
WCM
34
Wunderlich Capital Managemnt
Tennessee
$1.71M +$351K +3,304 +26%
Goldman Sachs
35
Goldman Sachs
New York
$1.68M -$166K -1,559 -9%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.53M +$671K +6,317 +78%
HTC
37
Haverford Trust Company
Pennsylvania
$1.5M +$1.2M +11,290 +398%
WTC
38
WhitTier Trust Company
Nevada
$1.48M -$5.32K -50 -0.4%
PI
39
Placemark Investments
Illinois
$1.32M +$53K +499 +4%
BSB
40
Bangor Savings Bank
Maine
$1.24M +$96.2K +905 +8%
TNBTD
41
Trustmark National Bank Trust Department
Mississippi
$1.22M +$54.2K +510 +5%
MFS
42
MSI Financial Services
Massachusetts
$1.21M -$155K -1,460 -11%
LPT
43
Legacy Private Trust
Wisconsin
$1.17M +$1.17M +11,025 New
RW
44
Rand Wealth
Maryland
$1.16M
FAAM
45
First Allied Asset Management
California
$1.15M -$340K -3,200 -23%
AL
46
Aspiriant LLC
California
$1.08M
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$1.04M +$294K +2,765 +40%
HighTower Advisors
48
HighTower Advisors
Illinois
$913K
SIC
49
Sigma Investment Counselors
Michigan
$882K +$217K +2,040 +33%
WT
50
Whittier Trust
California
$864K +$50K +470 +6%