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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.

Holders
125
Holders Change
+13
Holders Change %
+11.61%
% of All Funds
3.34%
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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$192M 1,812,252 +59,347 +3%
Morgan Stanley
2
Morgan Stanley
New York
$42.1M 397,673 -42,358 -10%
UBS Group
3
UBS Group
Switzerland
$36.6M 345,411 +345,411 New
US Bancorp
4
US Bancorp
Minnesota
$23.6M 222,733 -37,736 -14%
DWM
5
Destination Wealth Management
California
$16.5M 155,877 -571 -0.4%
Wells Fargo
6
Wells Fargo
California
$11M 104,178 +5,184 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.74M 63,660 +12,612 +25%
SEI Investments
8
SEI Investments
Pennsylvania
$5.84M 55,168 +55,168 New
CCG
9
Cypress Capital Group
Florida
$5.74M 54,155 +6,565 +14%
KeyBank National Association
10
KeyBank National Association
Ohio
$5.63M 53,150 -16,378 -24%
Comerica Bank
11
Comerica Bank
Texas
$5.6M 52,864 +25,894 +96%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$5.27M 49,752 -5,962 -11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.11M 48,203 -18,885 -28%
AIM
14
Allen Investment Management
New York
$4.95M 46,700
TYCC
15
Texas Yale Capital Corp
Florida
$4.56M 43,050
Stifel Financial
16
Stifel Financial
Missouri
$4.37M 41,262 +2,920 +8%
BIM
17
BlackRock Investment Management
Delaware
$4.36M 41,201 +19,375 +89%
BAC
18
Boys Arnold & Co
North Carolina
$4.06M 38,303 -16,210 -30%
UCFA
19
United Capital Financial Advisors
Texas
$3.84M 36,266 +13,614 +60%
LPL Financial
20
LPL Financial
California
$3.49M 32,936 -3,790 -10%
LG
21
LaFleur & Godfrey
Michigan
$3.43M 32,400 +2,275 +8%
HFS
22
HL Financial Services
Kentucky
$3.26M 30,786 -641 -2%
AL
23
Aspiriant LLC
California
$3.07M 28,993 +18,820 +185%
Bessemer Group
24
Bessemer Group
New Jersey
$2.63M 24,852 +24,852 New
CFMC
25
Curbstone Financial Management Corp
New Hampshire
$2.56M 24,150 +3,125 +15%