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iShares Short-Term National Muni Bond ETF

112 hedge funds and large institutions have $461M invested in iShares Short-Term National Muni Bond ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

129% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 21

7% more funds holding

Funds holding: 105112 (+7)

2% more capital invested

Capital invested by funds: $453M → $461M (+$8.83M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.8% less ownership

Funds ownership: 51.63%50.83% (-0.8%)

Holders
112
Holders Change
+7
Holders Change %
+6.67%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
48
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
51
Enterprise Financial Services Corp (EFSC)
Missouri
$827K +$125K +1,177 +18%
Barclays
52
Barclays
United Kingdom
$755K +$113K +1,061 +18%
Ameriprise
53
Ameriprise
Minnesota
$754K -$192K -1,804 -20%
VCM
54
Vigilant Capital Management
Maine
$724K +$98.3K +925 +16%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$713K +$66.4K +625 +10%
CS
56
Credit Suisse
Switzerland
$705K +$13.8K +130 +2%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$698K +$14.5K +136 +2%
ST
58
Spinnaker Trust
Maine
$674K
JIC
59
Johnson Investment Counsel
Ohio
$637K
MA
60
MUFG Americas
New York
$616K +$138K +1,300 +29%
WCF
61
West Coast Financial
California
$598K
JP Morgan Chase
62
JP Morgan Chase
New York
$574K +$117K +1,100 +26%
SC
63
SouthState Corp
Florida
$555K +$555K +5,225 New
AAM
64
Autus Asset Management
Arizona
$520K +$26.6K +250 +5%
LIM
65
Longfellow Investment Management
Massachusetts
$505K
CL
66
CPWM LLC
Washington
$493K +$45.7K +430 +10%
PAG
67
Private Advisor Group
New Jersey
$491K +$19.1K +180 +4%
CAL
68
Capital Advisors Ltd
Ohio
$486K +$59.9K +564 +14%
PGFC
69
Peapack-Gladstone Financial Corp
New Jersey
$485K
VA
70
Valmark Advisers
Ohio
$472K -$1.06K -10 -0.2%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$456K +$457K +4,300 New
OC
72
Oppenheimer & Co
New York
$430K -$425 -4 -0.1%
CASB
73
Cape Ann Savings Bank
Massachusetts
$429K -$26.6K -250 -6%
FFIC
74
First Fiduciary Investment Counsel
Ohio
$417K -$10.1K -95 -2%
ACM
75
Antonetti Capital Management
Florida
$414K +$21.3K +200 +5%