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iShares Short-Term National Muni Bond ETF

125 hedge funds and large institutions have $474M invested in iShares Short-Term National Muni Bond ETF in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

24% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 33

12% more funds holding

Funds holding: 112125 (+13)

1.87% more ownership

Funds ownership: 50.83%52.69% (+1.9%)

3% more capital invested

Capital invested by funds: $461M → $474M (+$12.7M)

Holders
125
Holders Change
+13
Holders Change %
+11.61%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
26
Increased
41
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CASB
76
Cape Ann Savings Bank
Massachusetts
$434K +$5.3K +50 +1%
CWM
77
Cabot Wealth Management
Massachusetts
$430K +$155K +1,465 +56%
FFIC
78
First Fiduciary Investment Counsel
Ohio
$426K +$10.1K +95 +2%
CG
79
Colony Group
Massachusetts
$418K +$96.6K +910 +30%
VA
80
Valmark Advisers
Ohio
$412K -$59.2K -558 -13%
BSW
81
Buckingham Strategic Wealth
Missouri
$412K +$120K +1,128 +41%
JCM
82
Jag Capital Management
Missouri
$404K +$405K +3,815 New
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$400K -$635K -5,986 -61%
NGA
84
Naples Global Advisors
Florida
$389K
VNA
85
Valley National Advisers
Pennsylvania
$389K +$389K +3,665 New
CAL
86
Capital Advisors Ltd
Ohio
$385K -$100K -942 -21%
CIA
87
Capital Investment Advisors
Georgia
$368K +$154K +1,450 +72%
Goldman Sachs
88
Goldman Sachs
New York
$364K -$1.32M -12,417 -78%
IF
89
Ironwood Financial
Arizona
$344K +$343K +3,233 New
MG
90
Mather Group
Illinois
$318K +$319K +3,006 New
HighTower Advisors
91
HighTower Advisors
Illinois
$317K -$594K -5,599 -65%
DC
92
Davenport & Co
Virginia
$285K +$286K +2,695 New
Invesco
93
Invesco
Georgia
$250K -$4.88K -46 -2%
CWM
94
Concert Wealth Management
California
$241K
AW
95
Alpha Windward
Massachusetts
$236K +$236K +2,225 New
MC
96
Moors & Cabot
Massachusetts
$232K +$637 +6 +0.3%
QCMC
97
Quantum Capital Management (California)
California
$221K -$50.7K -478 -19%
ACP
98
Aviance Capital Partners
Florida
$212K
LIM
99
Leavell Investment Management
Alabama
$212K
PIM
100
Parasol Investment Management
Illinois
$212K