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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
ACM
101
Aviance Capital Management
Florida
$210K +$211K +1,984 New
AI
102
Atria Investments
North Carolina
$206K +$207K +1,947 New
BCM
103
BTC Capital Management
Iowa
$200K
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$191K -$265K -2,500 -58%
Deutsche Bank
105
Deutsche Bank
Germany
$171K
Creative Planning
106
Creative Planning
Kansas
$167K +$141K +1,327 +533%
AIP
107
Ameritas Investment Partners
Nebraska
$163K +$163K +1,540 New
GAM
108
Gemmer Asset Management
California
$79K
IFA
109
Interactive Financial Advisors
Illinois
$74K +$31.6K +298 +75%
AWM
110
Avior Wealth Management
Nebraska
$65K
AC
111
Alexandria Capital
Virginia
$58K
MBT
112
Monroe Bank & Trust
Michigan
$53K +$53.1K +500 New
W
113
Wealthfront
California
$52K +$52K +490 New
ACS
114
Archford Capital Strategies
Illinois
$51K
HNB
115
Huntington National Bank
Ohio
$45K
NES
116
New England Securities
New York
$37K
JIC
117
Joel Isaacson & Co
New York
$30K +$29.7K +280 New
TCM
118
TD Capital Management
Tennessee
$26K +$106 +1 +0.4%
PG
119
Patten Group
Tennessee
$26K +$26.5K +250 New
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$25K
BFEC
121
Benjamin F. Edwards & Company
Missouri
$25K
PIA
122
Peachtree Investment Advisors
Georgia
$25K
BPBT
123
Boston Private Bank & Trust
Massachusetts
$25K +$24.9K +235 New
AWM
124
AllSquare Wealth Management
New York
$20K +$19.6K +185 New
WA
125
WFG Advisors
Texas
$13K -$15.4K -145 -55%