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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: 100 → 105 (+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
–
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$19.8M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$8.59M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.49M |
| 4 |
AIM
Allen Investment Management
New York
|
+$3.7M |
| 5 |
Morgan Stanley
New York
|
+$3.23M |
Top Sellers
| 1 |
Jane Street
New York
|
-$3.13M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
-$2.37M |
| 3 |
DIA
Denver Investment Advisors
Denver,
Colorado
|
-$1.71M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.58M |
| 5 |
KeyBank National Association
Cleveland,
Ohio
|
-$1.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
101
WFG Advisors
Dallas,
Texas
| $28K | – | – | – |
|
102
Creative Planning
Overland Park,
Kansas
| $26K | – | – | – |
|
103
Bank of Montreal
Toronto,
Ontario, Canada
| $25K | – | – | – |
|
|
BFEC
104
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $25K | – | – | – |
|
|
CA
105
CapWealth Advisors
Franklin,
Tennessee
| $8K | – | – | – |
|
|
DIA
106
Denver Investment Advisors
Denver,
Colorado
| – | -$1.71M | -16,111 | Closed |
|
|
BCM
107
Bluefin Capital Management
New York
| – | -$1M | -9,012 | Closed |
|
|
RCAG
108
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$428K | -4,031 | Closed |
|
|
SC
109
SouthState Corp
Winter Haven,
Florida
| – | -$412K | -3,875 | Closed |
|
|
WB
110
Webster Bank
Waterbury,
Connecticut
| – | -$213K | -2,000 | Closed |
|
|
KCPG
111
Kavar Capital Partners Group
Leawood,
Kansas
| – | -$106K | -1,000 | Closed |
|
112
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$40K | -374 | Closed |
|
113
Citigroup
New York
| – | -$15K | -140 | Closed |
|
114
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$5K | -47 | Closed |
|