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iShares Short-Term National Muni Bond ETF

100 hedge funds and large institutions have $412M invested in iShares Short-Term National Muni Bond ETF in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 27

1% more capital invested

Capital invested by funds: $407M → $412M (+$4.21M)

1.66% less ownership

Funds ownership: 51.02%49.36% (-1.7%)

5% less funds holding

Funds holding: 105100 (-5)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
100
Holders Change
-5
Holders Change %
-4.76%
% of All Funds
2.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
41
Reduced
27
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
51
Vigilant Capital Management
Maine
$589K +$1.06K +10 +0.2%
SIC
52
Sigma Investment Counselors
Michigan
$585K +$132K +1,240 +29%
JP Morgan Chase
53
JP Morgan Chase
New York
$578K -$150K -1,408 -21%
Ameriprise
54
Ameriprise
Minnesota
$559K -$62.3K -586 -10%
CS
55
Comerica Securities
Michigan
$542K +$66.8K +628 +14%
WCF
56
West Coast Financial
California
$538K +$179K +1,682 +50%
PAG
57
Private Advisor Group
New Jersey
$532K +$532K +5,006 New
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$517K -$1.02M -9,620 -66%
LIM
59
Longfellow Investment Management
Massachusetts
$505K
AAM
60
Autus Asset Management
Arizona
$494K +$82.4K +775 +20%
CL
61
CPWM LLC
Washington
$491K +$27.8K +261 +6%
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$489K +$13.8K +130 +3%
FFIC
63
First Fiduciary Investment Counsel
Ohio
$480K
PGFC
64
Peapack-Gladstone Financial Corp
New Jersey
$464K -$92.5K -870 -17%
CASB
65
Cape Ann Savings Bank
Massachusetts
$456K -$98.9K -930 -18%
RCAG
66
Rehmann Capital Advisory Group
Michigan
$428K +$106 +1 +0%
CAL
67
Capital Advisors Ltd
Ohio
$427K
VA
68
Valmark Advisers
Ohio
$420K +$38.9K +366 +10%
MA
69
MUFG Americas
New York
$419K +$419K +3,945 New
SC
70
SouthState Corp
Florida
$412K +$50.5K +475 +14%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$411K -$2.13M -19,998 -84%
NGA
72
Naples Global Advisors
Florida
$401K +$106K +1,000 +36%
ACM
73
Antonetti Capital Management
Florida
$398K +$141K +1,328 +55%
QCMC
74
Quantum Capital Management (California)
California
$273K
Invesco
75
Invesco
Georgia
$267K -$11.1K -104 -4%