We are live on
!
Find out more
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: 1 → 2 (+1)
24% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 33
12% more funds holding
Funds holding: 112 → 125 (+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
–
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$4.49M |
| 2 |
Jane Street
New York
|
-$4.31M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$4M |
| 4 |
PGA
Portland Global Advisors
Portland,
Maine
|
-$2.46M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIA
126
Stancorp Investment Advisers
Portland,
Oregon
| $2K | +$2.02K | +19 | New |
|
|
PGA
127
Portland Global Advisors
Portland,
Maine
| – | -$2.46M | -23,122 | Closed |
|
128
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.8M | -16,919 | Closed |
|
129
JP Morgan Chase
New York
| – | -$574K | -5,410 | Closed |
|
|
SC
130
SouthState Corp
Winter Haven,
Florida
| – | -$555K | -5,225 | Closed |
|
|
EWM
131
Evercore Wealth Management
New York
| – | -$350K | -3,300 | Closed |
|
|
PMG
132
ProVise Management Group
Clearwater,
Florida
| – | -$340K | -3,201 | Closed |
|
|
BUB
133
BBVA USA Bancshares
Houston,
Texas
| – | -$251K | -2,360 | Closed |
|
|
FNBT
134
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$96K | -900 | Closed |
|
|
PTC
135
Private Trust Company
Cleveland,
Ohio
| – | -$28K | -260 | Closed |
|
|
WCM
136
Wealthcare Capital Management
Richmond,
Virginia
| – | -$13K | -120 | Closed |
|
|
CA
137
CapWealth Advisors
Franklin,
Tennessee
| – | -$8K | -75 | Closed |
|
138
Parallax Volatility Advisers
San Francisco,
California
| – | +$106 | +1 | New |
|