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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
PIM
76
Parasol Investment Management
Illinois
$266K
LWI
77
Long Wharf Investors
Massachusetts
$253K -$28.2K -265 -10%
CWM
78
Concert Wealth Management
California
$242K +$532 +5 +0.2%
ACP
79
Aviance Capital Partners
Florida
$221K -$364K -3,424 -62%
WB
80
Webster Bank
Connecticut
$213K +$213K +2,000 New
LIM
81
Leavell Investment Management
Alabama
$212K
LWM
82
LBA Wealth Management
Florida
$159K
AIG
83
American International Group
New York
$142K -$6.49K -61 -4%
CDIA
84
Capital Directions Investment Advisors
Georgia
$127K
KCPG
85
Kavar Capital Partners Group
Kansas
$106K
GAM
86
Gemmer Asset Management
California
$80K +$79.7K +750 New
AWM
87
Avior Wealth Management
Nebraska
$65K +$65K +611 New
AC
88
Alexandria Capital
Virginia
$58K
MBT
89
Monroe Bank & Trust
Michigan
$53K
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$40K
WA
91
WFG Advisors
Texas
$28K -$93.7K -881 -77%
PTC
92
Private Trust Company
Ohio
$28K +$27.6K +260 New
Creative Planning
93
Creative Planning
Kansas
$26K +$26.5K +249 New
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$25K
BFEC
95
Benjamin F. Edwards & Company
Missouri
$25K +$10.6K +100 +74%
NES
96
New England Securities
New York
$22K -$11.1K -104 -33%
Citigroup
97
Citigroup
New York
$15K
IFA
98
Interactive Financial Advisors
Illinois
$10K +$213 +2 +2%
CA
99
CapWealth Advisors
Tennessee
$8K
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$5K +$5K +47 New