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iShares Short-Term National Muni Bond ETF

100 hedge funds and large institutions have $412M invested in iShares Short-Term National Muni Bond ETF in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 27

1% more capital invested

Capital invested by funds: $407M → $412M (+$4.21M)

1.66% less ownership

Funds ownership: 51.02%49.36% (-1.7%)

5% less funds holding

Funds holding: 105100 (-5)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
100
Holders Change
-5
Holders Change %
-4.76%
% of All Funds
2.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
41
Reduced
27
Closed
17
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
$174M -$10.9M -102,980 -6%
Morgan Stanley
2
Morgan Stanley
New York
$40.2M +$36.7K +345 +0.1%
US Bancorp
3
US Bancorp
Minnesota
$31.1M -$34K -320 -0.1%
U
4
UBS
Switzerland
$21.7M +$3.73M +35,079 +21%
DWM
5
Destination Wealth Management
California
$15.5M +$233K +2,191 +2%
KeyBank National Association
6
KeyBank National Association
Ohio
$10.8M +$1.99M +18,703 +23%
Wells Fargo
7
Wells Fargo
California
$10.6M -$637K -5,995 -6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$5.84M -$350K -3,289 -6%
BAC
9
Boys Arnold & Co
North Carolina
$5.64M -$186K -1,750 -3%
TYCC
10
Texas Yale Capital Corp
Florida
$5.58M
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.8M +$363K +3,413 +8%
Stifel Financial
12
Stifel Financial
Missouri
$4.48M +$4.48M +42,177 New
LPL Financial
13
LPL Financial
California
$4.08M +$226K +2,127 +6%
Comerica Bank
14
Comerica Bank
Texas
$3.88M -$473K -4,451 -11%
Jane Street
15
Jane Street
New York
$3.52M +$3.52M +33,081 New
HFS
16
HL Financial Services
Kentucky
$3.22M -$572K -5,380 -15%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.17M +$585K +5,505 +23%
CCG
18
Cypress Capital Group
Florida
$2.76M +$526K +4,943 +23%
First Trust Advisors
19
First Trust Advisors
Illinois
$2.52M +$273K +2,572 +12%
BIM
20
BlackRock Investment Management
Delaware
$2.36M +$1.16M +10,946 +97%
BFA
21
Bragg Financial Advisors
North Carolina
$2.29M +$11.7K +110 +0.5%
JIP
22
Jaffetilchin Investment Partners
Florida
$2.21M -$1.09M -10,267 -33%
LG
23
LaFleur & Godfrey
Michigan
$2.21M +$300K +2,820 +16%
PA
24
Pinnacle Associates
New York
$2.19M +$189K +1,780 +9%
B
25
Baird
Wisconsin
$2.16M +$206K +1,935 +11%