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iShares Short-Term National Muni Bond ETF

112 hedge funds and large institutions have $461M invested in iShares Short-Term National Muni Bond ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

129% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 21

7% more funds holding

Funds holding: 105112 (+7)

2% more capital invested

Capital invested by funds: $453M → $461M (+$8.83M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.8% less ownership

Funds ownership: 51.63%50.83% (-0.8%)

Holders
112
Holders Change
+7
Holders Change %
+6.67%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
48
Reduced
21
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
$186M -$7.45M -70,069 -4%
Morgan Stanley
2
Morgan Stanley
New York
$46.7M +$3.29M +30,933 +8%
U
3
UBS
Switzerland
$34.1M +$3.8M +35,710 +13%
US Bancorp
4
US Bancorp
Minnesota
$27.7M -$1.05M -9,852 -4%
DWM
5
Destination Wealth Management
California
$16.6M +$775K +7,288 +5%
Wells Fargo
6
Wells Fargo
California
$10.5M +$1.51M +14,216 +17%
KeyBank National Association
7
KeyBank National Association
Ohio
$7.38M -$2.03M -19,116 -22%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.12M +$923K +8,685 +15%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$5.92M +$415K +3,904 +8%
BAC
10
Boys Arnold & Co
North Carolina
$5.79M -$303K -2,850 -5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.42M +$291K +2,738 +6%
Jane Street
12
Jane Street
New York
$5.11M +$4.73M +44,494 +1,242%
CCG
13
Cypress Capital Group
Florida
$5.05M +$1.26M +11,898 +33%
AIM
14
Allen Investment Management
New York
$4.96M +$1.26M +11,900 +34%
TYCC
15
Texas Yale Capital Corp
Florida
$4.57M
Stifel Financial
16
Stifel Financial
Missouri
$4.07M +$164K +1,540 +4%
LPL Financial
17
LPL Financial
California
$3.9M +$95.2K +896 +3%
HFS
18
HL Financial Services
Kentucky
$3.34M +$103K +965 +3%
LG
19
LaFleur & Godfrey
Michigan
$3.2M -$37.2K -350 -1%
BFA
20
Bragg Financial Advisors
North Carolina
$3.09M +$968K +9,106 +45%
Comerica Bank
21
Comerica Bank
Texas
$2.86M -$120K -1,127 -4%
First Trust Advisors
22
First Trust Advisors
Illinois
$2.7M +$141K +1,326 +6%
PGA
23
Portland Global Advisors
Maine
$2.46M +$440K +4,139 +22%
UCFA
24
United Capital Financial Advisors
Texas
$2.4M +$384K +3,613 +19%
BIM
25
BlackRock Investment Management
Delaware
$2.32M +$460K +4,329 +25%