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iShares Short-Term National Muni Bond ETF

92 hedge funds and large institutions have $351M invested in iShares Short-Term National Muni Bond ETF in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 24

17% more capital invested

Capital invested by funds: $301M → $351M (+$50.3M)

1.33% more ownership

Funds ownership: 46.88%48.21% (+1.3%)

3% less funds holding

Funds holding: 9592 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
2.98%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
45
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$133M +$38.8M +366,734 +42%
Morgan Stanley
2
Morgan Stanley
New York
$28.7M -$478K -4,526 -2%
BTS
3
BB&T Securities
Virginia
$20.7M +$2.06M +19,523 New
US Bancorp
4
US Bancorp
Minnesota
$18.9M +$8.18M +77,425 +77%
U
5
UBS
Switzerland
$15.7M -$14.6K -138 -0.1%
DWM
6
Destination Wealth Management
California
$14.5M -$6.76K -64 -0%
KeyBank National Association
7
KeyBank National Association
Ohio
$14.3M +$1.53M +14,483 +12%
Wells Fargo
8
Wells Fargo
California
$9.3M +$1.49M +14,129 +19%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$6.03M +$344K +3,253 +6%
BAC
10
Boys Arnold & Co
North Carolina
$5.73M +$235K +2,225 +4%
TYCC
11
Texas Yale Capital Corp
Florida
$5.57M
HFS
12
HL Financial Services
Kentucky
$4M +$14.3K +135 +0.4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.73M +$50.8K +481 +1%
LPL Financial
14
LPL Financial
California
$3.44M -$58.1K -550 -2%
SNC
15
Stifel Nicolaus & Co
Missouri
$3.4M +$49.7K +470 +1%
Comerica Bank
16
Comerica Bank
Texas
$3.29M -$156K -1,475 -5%
JIP
17
Jaffetilchin Investment Partners
Florida
$2.88M +$209K +1,974 +8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.73M +$721K +6,821 +36%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.52M +$2.15M +20,354 +604%
BFA
20
Bragg Financial Advisors
North Carolina
$2.27M -$32.9K -311 -1%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$2.22M -$124K -1,175 -5%
CCG
22
Cypress Capital Group
Florida
$2.05M +$213K +2,011 +12%
First Trust Advisors
23
First Trust Advisors
Illinois
$2.01M +$750K +7,100 +60%
PA
24
Pinnacle Associates
New York
$1.99M +$221K +2,095 +13%
LG
25
LaFleur & Godfrey
Michigan
$1.91M