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iShares Short-Term National Muni Bond ETF

105 hedge funds and large institutions have $407M invested in iShares Short-Term National Muni Bond ETF in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

121% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 19

16% more capital invested

Capital invested by funds: $351M → $407M (+$56.1M)

14% more funds holding

Funds holding: 92105 (+13)

2.81% more ownership

Funds ownership: 48.21%51.02% (+2.8%)

Holders
105
Holders Change
+13
Holders Change %
+14.13%
% of All Funds
3.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
42
Reduced
19
Closed
5
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
$185M +$52.1M +490,429 +39%
Morgan Stanley
2
Morgan Stanley
New York
$40.2M +$11.5M +108,289 +40%
US Bancorp
3
US Bancorp
Minnesota
$31.1M +$12.2M +114,474 +64%
U
4
UBS
Switzerland
$18M +$2.23M +21,029 +14%
DWM
5
Destination Wealth Management
California
$15.2M +$703K +6,616 +5%
Wells Fargo
6
Wells Fargo
California
$11.2M +$1.92M +18,100 +21%
KeyBank National Association
7
KeyBank National Association
Ohio
$8.81M -$5.47M -51,446 -38%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$6.19M +$150K +1,414 +2%
BAC
9
Boys Arnold & Co
North Carolina
$5.83M +$93K +875 +2%
TYCC
10
Texas Yale Capital Corp
Florida
$5.57M
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.44M +$706K +6,643 +19%
Comerica Bank
12
Comerica Bank
Texas
$4.35M +$1.06M +10,017 +32%
LPL Financial
13
LPL Financial
California
$3.86M +$403K +3,797 +12%
HFS
14
HL Financial Services
Kentucky
$3.79M -$209K -1,969 -5%
JIP
15
Jaffetilchin Investment Partners
Florida
$3.3M +$420K +3,956 +15%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.58M -$145K -1,365 -5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.54M +$15.6K +147 +0.6%
BFA
18
Bragg Financial Advisors
North Carolina
$2.28M +$9.45K +89 +0.4%
First Trust Advisors
19
First Trust Advisors
Illinois
$2.25M +$243K +2,289 +12%
CCG
20
Cypress Capital Group
Florida
$2.24M +$189K +1,776 +9%
PA
21
Pinnacle Associates
New York
$2M +$12.7K +120 +0.6%
B
22
Baird
Wisconsin
$1.96M +$231K +2,175 +13%
FHB
23
First Hawaiian Bank
Hawaii
$1.94M +$1.09M +10,273 +129%
LG
24
LaFleur & Godfrey
Michigan
$1.91M
PFM
25
Phillips Financial Management
Indiana
$1.91M +$444K +4,181 +30%