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iShares Short-Term National Muni Bond ETF

125 hedge funds and large institutions have $474M invested in iShares Short-Term National Muni Bond ETF in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

24% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 33

12% more funds holding

Funds holding: 112125 (+13)

1.87% more ownership

Funds ownership: 50.83%52.69% (+1.9%)

3% more capital invested

Capital invested by funds: $461M → $474M (+$12.7M)

Holders
125
Holders Change
+13
Holders Change %
+11.61%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
26
Increased
41
Reduced
33
Closed
11
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
$192M +$6.3M +59,347 +3%
Morgan Stanley
2
Morgan Stanley
New York
$42.1M -$4.49M -42,358 -10%
UBS Group
3
UBS Group
Switzerland
$36.6M +$36.6M +345,411 New
US Bancorp
4
US Bancorp
Minnesota
$23.6M -$4M -37,736 -14%
DWM
5
Destination Wealth Management
California
$16.5M -$60.6K -571 -0.4%
Wells Fargo
6
Wells Fargo
California
$11M +$550K +5,184 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.74M +$1.34M +12,612 +25%
SEI Investments
8
SEI Investments
Pennsylvania
$5.84M +$5.85M +55,168 New
CCG
9
Cypress Capital Group
Florida
$5.74M +$697K +6,565 +14%
KeyBank National Association
10
KeyBank National Association
Ohio
$5.63M -$1.74M -16,378 -24%
Comerica Bank
11
Comerica Bank
Texas
$5.6M +$2.75M +25,894 +96%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$5.27M -$633K -5,962 -11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.11M -$2M -18,885 -28%
AIM
14
Allen Investment Management
New York
$4.95M
TYCC
15
Texas Yale Capital Corp
Florida
$4.56M
Stifel Financial
16
Stifel Financial
Missouri
$4.37M +$310K +2,920 +8%
BIM
17
BlackRock Investment Management
Delaware
$4.36M +$2.06M +19,375 +89%
BAC
18
Boys Arnold & Co
North Carolina
$4.06M -$1.72M -16,210 -30%
UCFA
19
United Capital Financial Advisors
Texas
$3.84M +$1.44M +13,614 +60%
LPL Financial
20
LPL Financial
California
$3.49M -$402K -3,790 -10%
LG
21
LaFleur & Godfrey
Michigan
$3.43M +$241K +2,275 +8%
HFS
22
HL Financial Services
Kentucky
$3.26M -$68K -641 -2%
AL
23
Aspiriant LLC
California
$3.07M +$2M +18,820 +185%
Bessemer Group
24
Bessemer Group
New Jersey
$2.63M +$2.64M +24,852 New
CFMC
25
Curbstone Financial Management Corp
New Hampshire
$2.56M +$332K +3,125 +15%