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iShares Short-Term National Muni Bond ETF

105 hedge funds and large institutions have $407M invested in iShares Short-Term National Muni Bond ETF in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

121% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 19

16% more capital invested

Capital invested by funds: $351M → $407M (+$56.1M)

14% more funds holding

Funds holding: 92105 (+13)

2.81% more ownership

Funds ownership: 48.21%51.02% (+2.8%)

Holders
105
Holders Change
+13
Holders Change %
+14.13%
% of All Funds
3.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
42
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$584K +$584K +5,499 New
AP
52
Advisors Preferred
Maryland
$584K +$584K +5,500 New
PGFC
53
Peapack-Gladstone Financial Corp
New Jersey
$557K +$26K +245 +5%
CASB
54
Cape Ann Savings Bank
Massachusetts
$555K -$7.75K -73 -1%
LIM
55
Longfellow Investment Management
Massachusetts
$505K
FFIC
56
First Fiduciary Investment Counsel
Ohio
$480K +$25.5K +240 +6%
CS
57
Comerica Securities
Michigan
$475K -$711K -6,691 -60%
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$475K -$111K -1,042 -19%
CL
59
CPWM LLC
Washington
$464K -$85.9K -809 -16%
SIC
60
Sigma Investment Counselors
Michigan
$453K +$112K +1,050 +33%
RCAG
61
Rehmann Capital Advisory Group
Michigan
$428K +$62.9K +592 +17%
CAL
62
Capital Advisors Ltd
Ohio
$427K +$427K +4,017 New
AAM
63
Autus Asset Management
Arizona
$412K +$39.8K +375 +11%
VKH
64
Virtu KCG Holdings
New York
$412K +$412K +3,877 New
VA
65
Valmark Advisers
Ohio
$381K +$381K +3,586 New
SC
66
SouthState Corp
Florida
$361K +$361K +3,400 New
WCF
67
West Coast Financial
California
$360K +$360K +3,385 New
HK
68
Horizon Kinetics
New York
$345K
FNT
69
First National Trust
Pennsylvania
$343K -$20.5K -193 -6%
NGA
70
Naples Global Advisors
Florida
$294K +$294K +2,770 New
LWI
71
Long Wharf Investors
Massachusetts
$281K +$282K +2,650 New
BSW
72
Buckingham Strategic Wealth
Missouri
$280K +$68.5K +645 +32%
Invesco
73
Invesco
Georgia
$278K -$27.7K -261 -9%
QCMC
74
Quantum Capital Management (California)
California
$273K +$15.3K +144 +6%
PIM
75
Parasol Investment Management
Illinois
$266K