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iShares Short-Term National Muni Bond ETF

294 hedge funds and large institutions have $1.55B invested in iShares Short-Term National Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 135 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 74

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

6% more capital invested

Capital invested by funds: $1.45B → $1.55B (+$92.2M)

1% less funds holding

Funds holding: 296294 (-2)

0.71% less ownership

Funds ownership: 66.51%65.8% (-0.71%)

Holders
294
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
6.39%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.24%
New
22
Increased
135
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CASB
226
Cape Ann Savings Bank
Massachusetts
$285K
BSB
227
Bangor Savings Bank
Maine
$279K +$4.56K +43 +2%
EIA
228
Eldridge Investment Advisors
New Hampshire
$277K
CA
229
Continuum Advisory
Idaho
$274K -$664K -6,257 -71%
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$268K
WKWM
231
Walter & Keenan Wealth Management
Indiana
$266K
LNC
232
Lincoln National Corp
Pennsylvania
$260K -$75.3K -710 -23%
CAN
233
Cetera Advisor Networks
California
$258K -$32K -302 -11%
Creative Planning
234
Creative Planning
Kansas
$257K -$79.4K -748 -24%
LSAG
235
Lake Street Advisors Group
New Hampshire
$252K
CFG
236
Cooper Financial Group
California
$250K +$955 +9 +0.4%
BBA
237
BLB&B Advisors
Pennsylvania
$247K
SWP
238
Strategic Wealth Partners
Ohio
$243K +$105K +988 +76%
Janney Montgomery Scott
239
Janney Montgomery Scott
Pennsylvania
$242K -$106 -1 -0%
NAS
240
Nicolet Advisory Services
Wisconsin
$238K
GC
241
Grimes & Company
Massachusetts
$227K
CBFP
242
Cedar Brook Financial Partners
Ohio
$219K
S
243
Surevest
California
$217K +$849 +8 +0.4%
MWA
244
Martel Wealth Advisors
Washington
$217K +$216K +2,032 New
LIM
245
Leavell Investment Management
Alabama
$213K -$19.4K -183 -8%
JIC
246
Johnson Investment Counsel
Ohio
$213K
ACP
247
Arcus Capital Partners
Georgia
$196K +$195K +1,836 New
CAL
248
Capital Advisors Ltd
Ohio
$189K
PA
249
Parallel Advisors
California
$186K
Fidelity Investments
250
Fidelity Investments
Massachusetts
$185K +$39.9K +376 +28%

SUB Hedge Fund Activity: Q2 2019 in Review

294 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q2 2019, worth a combined $1.55B — up 6.3% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SUB positions and 18 closed out — a net gain of 4 holders — while 135 added to existing stakes and 74 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $11.4M. The largest seller was Wells Fargo, cutting an estimated $10.1M.

  • 294 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q2 2019, down from 296 in Q1 2019.
  • Funds reported $1.55B of iShares Short-Term National Muni Bond ETF stock for Q2 2019, up 6.3% quarter-over-quarter.
  • 22 funds opened new iShares Short-Term National Muni Bond ETF positions in Q2 2019 and 18 closed out, a net change of +4 holders.
  • The largest iShares Short-Term National Muni Bond ETF buyer in Q2 2019 was Principal Financial Group, an estimated $11.4M added.
  • The largest iShares Short-Term National Muni Bond ETF seller in Q2 2019 was Wells Fargo, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2019.