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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
NGA
76
Naples Global Advisors
Florida
$390K -$10.6K -100 -3%
Jane Street
77
Jane Street
New York
$381K -$3.13M -29,499 -89%
PMG
78
ProVise Management Group
Florida
$340K +$340K +3,201 New
HTC
79
Haverford Trust Company
Pennsylvania
$301K +$301K +2,835 New
QCMC
80
Quantum Capital Management (California)
California
$273K
PIM
81
Parasol Investment Management
Illinois
$266K
Invesco
82
Invesco
Georgia
$259K -$7.44K -70 -3%
LWI
83
Long Wharf Investors
Massachusetts
$251K -$2.66K -25 -1%
BUB
84
BBVA USA Bancshares
Texas
$251K +$251K +2,360 New
CWM
85
Concert Wealth Management
California
$241K +$319 +3 +0.1%
MC
86
Moors & Cabot
Massachusetts
$236K +$235K +2,213 New
ACP
87
Aviance Capital Partners
Florida
$213K -$8.5K -80 -4%
LIM
88
Leavell Investment Management
Alabama
$212K
Deutsche Bank
89
Deutsche Bank
Germany
$171K +$172K +1,618 New
LWM
90
LBA Wealth Management
Florida
$159K
CDIA
91
Capital Directions Investment Advisors
Georgia
$127K
GAM
92
Gemmer Asset Management
California
$80K
AWM
93
Avior Wealth Management
Nebraska
$65K
AIG
94
American International Group
New York
$59.1K -$82.7K -778 -58%
AC
95
Alexandria Capital
Virginia
$58K
MBT
96
Monroe Bank & Trust
Michigan
$53K
ACS
97
Archford Capital Strategies
Illinois
$51.3K +$51.3K +483 New
NES
98
New England Securities
New York
$37K +$14.8K +139 +67%
IFA
99
Interactive Financial Advisors
Illinois
$36K +$26.5K +249 +277%
PTC
100
Private Trust Company
Ohio
$28K