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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
ACM
76
Antonetti Capital Management
Florida
$257K
HCM
77
Hollencrest Capital Management
California
$255K +$255K +2,400 New
CWM
78
Concert Wealth Management
California
$242K +$4.46K +42 +2%
HighTower Advisors
79
HighTower Advisors
Illinois
$237K -$850 -8 -0.4%
HTC
80
Haverford Trust Company
Pennsylvania
$219K +$219K +2,060 New
LIM
81
Leavell Investment Management
Alabama
$212K +$212K +2,000 New
LWM
82
LBA Wealth Management
Florida
$159K +$159K +1,500 New
AIG
83
American International Group
New York
$148K +$89.1K +839 +151%
CDIA
84
Capital Directions Investment Advisors
Georgia
$127K
WA
85
WFG Advisors
Texas
$122K +$12.6K +119 +12%
KCPG
86
Kavar Capital Partners Group
Kansas
$106K +$106K +1,000 New
V
87
Veritable
Delaware
$96K +$95.6K +900 New
AssetMark Inc
88
AssetMark Inc
California
$81K +$80.8K +761 New
SHWM
89
Smith & Howard Wealth Management
Georgia
$65K
AC
90
Alexandria Capital
Virginia
$58K
BBHC
91
Brown Brothers Harriman & Co
New York
$53K
MBT
92
Monroe Bank & Trust
Michigan
$53K
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$40K
NC
94
NewSquare Capital
Pennsylvania
$36K -$3.72K -35 -9%
NES
95
New England Securities
New York
$33K
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$25K
WCM
97
Windsor Capital Management
Arizona
$24K
JG
98
Jefferies Group
New York
$18K -$523K -4,921 -97%
CFN
99
Cordasco Financial Network
Florida
$16K +$16K +151 New
Citigroup
100
Citigroup
New York
$15K -$20.5K -193 -58%