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iShares Short-Term National Muni Bond ETF

105 hedge funds and large institutions have $453M invested in iShares Short-Term National Muni Bond ETF in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $412M → $453M (+$40.9M)

5% more funds holding

Funds holding: 100105 (+5)

2.27% more ownership

Funds ownership: 49.36%51.63% (+2.3%)

0% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 35

Holders
105
Holders Change
+5
Holders Change %
+5%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
35
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$691K -$18K -169 -3%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$683K +$195K +1,831 +40%
ST
53
Spinnaker Trust
Maine
$674K +$674K +6,343 New
SIC
54
Sigma Investment Counselors
Michigan
$666K +$80.7K +760 +14%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$647K +$235K +2,214 +57%
Barclays
56
Barclays
United Kingdom
$642K -$97.4K -917 -13%
JIC
57
Johnson Investment Counsel
Ohio
$637K
VCM
58
Vigilant Capital Management
Maine
$627K +$37.2K +350 +6%
WCF
59
West Coast Financial
California
$599K +$60.3K +568 +11%
CS
60
Comerica Securities
Michigan
$569K +$27.1K +255 +5%
LIM
61
Longfellow Investment Management
Massachusetts
$505K
AAM
62
Autus Asset Management
Arizona
$494K
PGFC
63
Peapack-Gladstone Financial Corp
New Jersey
$486K +$21.2K +200 +5%
MA
64
MUFG Americas
New York
$478K +$59K +555 +14%
VA
65
Valmark Advisers
Ohio
$473K +$53.3K +502 +13%
PAG
66
Private Advisor Group
New Jersey
$472K -$60.1K -566 -11%
JP Morgan Chase
67
JP Morgan Chase
New York
$458K -$121K -1,135 -21%
CASB
68
Cape Ann Savings Bank
Massachusetts
$456K
CL
69
CPWM LLC
Washington
$447K -$44.1K -415 -9%
OC
70
Oppenheimer & Co
New York
$431K -$463K -4,356 -52%
FFIC
71
First Fiduciary Investment Counsel
Ohio
$427K -$52.6K -495 -11%
CAL
72
Capital Advisors Ltd
Ohio
$427K
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$412K -$105K -988 -20%
JCM
74
Jag Capital Management
Missouri
$405K +$405K +3,815 New
ACM
75
Antonetti Capital Management
Florida
$393K -$5.31K -50 -1%