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iShares Short-Term National Muni Bond ETF

125 hedge funds and large institutions have $474M invested in iShares Short-Term National Muni Bond ETF in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

24% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 33

12% more funds holding

Funds holding: 112125 (+13)

1.87% more ownership

Funds ownership: 50.83%52.69% (+1.9%)

3% more capital invested

Capital invested by funds: $461M → $474M (+$12.7M)

Holders
125
Holders Change
+13
Holders Change %
+11.61%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
26
Increased
41
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$2.55M -$141K -1,332 -5%
BFA
27
Bragg Financial Advisors
North Carolina
$2.53M -$556K -5,240 -18%
JIR
28
James Investment Research
Ohio
$2.49M
FHB
29
First Hawaiian Bank
Hawaii
$2.38M +$172K +1,620 +8%
JIP
30
Jaffetilchin Investment Partners
Florida
$2.22M +$5.41K +51 +0.2%
B
31
Baird
Wisconsin
$2.19M +$1.59K +15 +0.1%
CNB
32
City National Bank
California
$2.13M +$124K +1,169 +6%
PA
33
Pinnacle Associates
New York
$2.09M +$21.2K +200 +1%
LPT
34
Legacy Private Trust
Wisconsin
$2.02M +$853K +8,044 +73%
WCM
35
Wunderlich Capital Managemnt
Tennessee
$1.86M +$142K +1,340 +8%
BCI
36
Brinker Capital Investments
Pennsylvania
$1.74M
AP
37
Advisors Preferred
Maryland
$1.67M +$1.68M +15,800 New
CDIA
38
Capital Directions Investment Advisors
Georgia
$1.6M +$1.37M +12,905 +607%
PI
39
Placemark Investments
Illinois
$1.43M +$111K +1,048 +8%
HTC
40
Haverford Trust Company
Pennsylvania
$1.36M -$131K -1,235 -9%
WTC
41
WhitTier Trust Company
Nevada
$1.35M -$125K -1,175 -8%
BSB
42
Bangor Savings Bank
Maine
$1.24M -$3.18K -30 -0.3%
RW
43
Rand Wealth
Maryland
$1.16M
TNBTD
44
Trustmark National Bank Trust Department
Mississippi
$1.14M -$84.9K -800 -7%
MFS
45
MSI Financial Services
Massachusetts
$1.08M -$126K -1,189 -10%
AIG
46
American International Group
New York
$1.07M +$944K +8,901 +759%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.05M -$476K -4,485 -31%
FAAM
48
First Allied Asset Management
California
$1.04M -$106K -997 -9%
SIC
49
Sigma Investment Counselors
Michigan
$1M +$121K +1,145 +14%
EFSCE
50
Enterprise Financial Services Corp (EFSC)
Missouri
$999K +$175K +1,647 +21%