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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
VCM
51
Vigilant Capital Management
Maine
$588K -$3.7K -35 -0.6%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$585K +$70.3K +665 +14%
ACP
53
Aviance Capital Partners
Florida
$565K +$563K +5,323 New
CASB
54
Cape Ann Savings Bank
Massachusetts
$562K +$100K +950 +22%
CL
55
CPWM LLC
Washington
$545K
JG
56
Jefferies Group
New York
$540K +$538K +5,087 New
PGFC
57
Peapack-Gladstone Financial Corp
New Jersey
$530K -$200K -1,895 -28%
LIM
58
Longfellow Investment Management
Massachusetts
$504K
Ameriprise
59
Ameriprise
Minnesota
$467K +$140K +1,328 +43%
FFIC
60
First Fiduciary Investment Counsel
Ohio
$454K +$113K +1,065 +33%
NCM
61
Narwhal Capital Management
Georgia
$425K -$528K -5,000 -56%
AFC
62
AFT Forsyth & Company
Florida
$396K +$135K +1,275 +52%
AAM
63
Autus Asset Management
Arizona
$372K
RCAG
64
Rehmann Capital Advisory Group
Michigan
$365K +$17.1K +162 +5%
FNT
65
First National Trust
Pennsylvania
$364K
HK
66
Horizon Kinetics
New York
$344K -$2.64K -25 -0.8%
SIC
67
Sigma Investment Counselors
Michigan
$341K +$79.3K +750 +30%
Invesco
68
Invesco
Georgia
$305K -$44.4K -420 -13%
PIM
69
Parasol Investment Management
Illinois
$265K +$264K +2,500 New
QCMC
70
Quantum Capital Management (California)
California
$258K +$37.9K +359 +17%
ACM
71
Antonetti Capital Management
Florida
$257K +$54.2K +513 +27%
HighTower Advisors
72
HighTower Advisors
Illinois
$237K -$7.4K -70 -3%
CWM
73
Concert Wealth Management
California
$236K +$528 +5 +0.2%
BSW
74
Buckingham Strategic Wealth
Missouri
$212K +$3.06K +29 +1%
Jones Financial Companies
75
Jones Financial Companies
Missouri
$159K -$239K -2,261 -60%