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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
CDIA
76
Capital Directions Investment Advisors
Georgia
$127K -$190K -1,800 -60%
WA
77
WFG Advisors
Texas
$109K +$61K +577 +129%
SHWM
78
Smith & Howard Wealth Management
Georgia
$65K
AIG
79
American International Group
New York
$59.1K +$106 +1 +0.2%
AC
80
Alexandria Capital
Virginia
$58K
MBT
81
Monroe Bank & Trust
Michigan
$53K
BBHC
82
Brown Brothers Harriman & Co
New York
$53K +$52.8K +500 New
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$40K -$137K -1,300 -78%
NC
84
NewSquare Capital
Pennsylvania
$40K -$6.87K -65 -15%
Citigroup
85
Citigroup
New York
$35K +$20.4K +193 +138%
MWAM
86
Mariner Wealth Advisors (Madison)
Kansas
$33K -$124K -1,169 -79%
NES
87
New England Securities
New York
$33K +$16.2K +153 +96%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$25K
WCM
89
Windsor Capital Management
Arizona
$24K -$24.3K -230 -50%
BFEC
90
Benjamin F. Edwards & Company
Missouri
$14K
IFA
91
Interactive Financial Advisors
Illinois
$9K +$9.3K +88 New
CA
92
CapWealth Advisors
Tennessee
$8K
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
-$26.7M -253,628 Closed
Jane Street
94
Jane Street
New York
-$1.07M -10,194 Closed
FIAS
95
FinTrust Investment Advisory Services
South Carolina
-$873K -8,290 Closed
PPA
96
Parametric Portfolio Associates
Washington
-$694K -6,588 Closed
HCM
97
Hengehold Capital Management
Ohio
-$623K -5,916 Closed
WAMC
98
Western Asset Management Company
California
-$53K -500 Closed
WRM
99
Westport Resources Management
Connecticut
-$23K -223 Closed
DADC
100
D.A. Davidson & Co
Montana
-$10K -100 Closed