We are live on ! Find out more
SUB icon

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
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$412K
NGA
77
Naples Global Advisors
Florida
$390K
EWM
78
Evercore Wealth Management
New York
$350K +$351K +3,300 New
PMG
79
ProVise Management Group
Florida
$340K
CG
80
Colony Group
Massachusetts
$323K +$323K +3,040 New
BSW
81
Buckingham Strategic Wealth
Missouri
$293K +$293K +2,757 New
CWM
82
Cabot Wealth Management
Massachusetts
$276K +$276K +2,595 New
QCMC
83
Quantum Capital Management (California)
California
$273K
Invesco
84
Invesco
Georgia
$256K -$3.08K -29 -1%
BUB
85
BBVA USA Bancshares
Texas
$251K
CWM
86
Concert Wealth Management
California
$242K -$213 -2 -0.1%
MC
87
Moors & Cabot
Massachusetts
$232K -$3.08K -29 -1%
CDIA
88
Capital Directions Investment Advisors
Georgia
$226K +$99.4K +935 +78%
CIA
89
Capital Investment Advisors
Georgia
$215K +$215K +2,025 New
PIM
90
Parasol Investment Management
Illinois
$212K -$53.1K -500 -20%
ACP
91
Aviance Capital Partners
Florida
$212K
LIM
92
Leavell Investment Management
Alabama
$212K
BCM
93
BTC Capital Management
Iowa
$201K +$201K +1,890 New
Deutsche Bank
94
Deutsche Bank
Germany
$171K
LWM
95
LBA Wealth Management
Florida
$159K
AIG
96
American International Group
New York
$124K +$65.4K +615 +110%
FNBT
97
FineMark National Bank & Trust
Florida
$96K +$95.7K +900 New
GAM
98
Gemmer Asset Management
California
$80K
AWM
99
Avior Wealth Management
Nebraska
$65K
AC
100
Alexandria Capital
Virginia
$58K