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iShares Short-Term National Muni Bond ETF

105 hedge funds and large institutions have $453M invested in iShares Short-Term National Muni Bond ETF in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $412M → $453M (+$40.9M)

5% more funds holding

Funds holding: 100105 (+5)

2.27% more ownership

Funds ownership: 49.36%51.63% (+2.3%)

0% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 35

Holders
105
Holders Change
+5
Holders Change %
+5%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
35
Reduced
35
Closed
9
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
$194M +$19.8M +186,320 +11%
Morgan Stanley
2
Morgan Stanley
New York
$43.5M +$3.23M +30,420 +8%
U
3
UBS
Switzerland
$30.3M +$8.59M +80,860 +40%
US Bancorp
4
US Bancorp
Minnesota
$28.7M -$2.37M -22,277 -8%
DWM
5
Destination Wealth Management
California
$15.8M +$375K +3,534 +2%
KeyBank National Association
6
KeyBank National Association
Ohio
$9.42M -$1.38M -13,024 -13%
Wells Fargo
7
Wells Fargo
California
$9.01M -$1.58M -14,870 -15%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.21M +$3.04M +28,599 +96%
BAC
9
Boys Arnold & Co
North Carolina
$6.09M +$452K +4,250 +8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$5.5M -$334K -3,145 -6%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$5.49M +$5.49M +51,702 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.13M +$333K +3,131 +7%
TYCC
13
Texas Yale Capital Corp
Florida
$4.57M -$1M -9,430 -18%
Stifel Financial
14
Stifel Financial
Missouri
$3.91M -$571K -5,375 -13%
LPL Financial
15
LPL Financial
California
$3.81M -$278K -2,613 -7%
CCG
16
Cypress Capital Group
Florida
$3.79M +$1.03M +9,695 +37%
AIM
17
Allen Investment Management
New York
$3.7M +$3.7M +34,800 New
LG
18
LaFleur & Godfrey
Michigan
$3.24M +$1.03M +9,700 +47%
HFS
19
HL Financial Services
Kentucky
$3.24M +$18.2K +171 +0.6%
Comerica Bank
20
Comerica Bank
Texas
$2.99M -$896K -8,433 -23%
CWM
21
Confluence Wealth Management
Oregon
$2.63M +$2.63M +24,800 New
First Trust Advisors
22
First Trust Advisors
Illinois
$2.56M +$32.8K +309 +1%
B
23
Baird
Wisconsin
$2.25M +$93K +875 +4%
JIP
24
Jaffetilchin Investment Partners
Florida
$2.21M +$4.46K +42 +0.2%
BFA
25
Bragg Financial Advisors
North Carolina
$2.13M -$163K -1,537 -7%