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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
BCA
276
Bray Capital Advisors
Florida
$50K +$26.5K +250 +116%
ADL
277
Asset Dedication LLC
California
$45K +$14.4K +136 +48%
SCA
278
Stonebridge Capital Advisors
Minnesota
$44K +$43.7K +412 New
FMP
279
Financial Management Professionals
Texas
$43K
BC
280
Bartlett & Co
Ohio
$39K
BCWM
281
Bartlett & Co Wealth Management
Ohio
$39K
BFEC
282
Benjamin F. Edwards & Company
Missouri
$37K +$2.33K +22 +7%
VNA
283
Valley National Advisers
Pennsylvania
$34K
LGWM
284
Litman Gregory Wealth Management
California
$34K +$33.6K +317 New
DWM
285
Doyle Wealth Management
Florida
$34K +$33.8K +319 New
IFA
286
Interactive Financial Advisors
Illinois
$28K -$106 -1 -0.4%
CAPTRUST Financial Advisors
287
CAPTRUST Financial Advisors
North Carolina
$27K
WB
288
Webster Bank
Connecticut
$27K
CIAS
289
Capital Investment Advisory Services
North Carolina
$15K -$1.06K -10 -7%
LWM
290
Liberty Wealth Management
California
$7K
FCH
291
Freestone Capital Holdings
Washington
$5.84K +$577K +5,439 +11%
GRP
292
Global Retirement Partners
California
$5K -$31.8K -300 -86%
AW
293
Alpha Windward
Massachusetts
$5K
AIA
294
Armor Investment Advisors
North Carolina
$5K
CTC
295
Central Trust Company
Missouri
$5K +$5.3K +50 New
NDSI
296
Newman Dignan & Sheerar Inc
Rhode Island
$280 +$1.17K +11 +0.4%
Susquehanna International Group
297
Susquehanna International Group
Pennsylvania
-$1.67M -15,775 Closed
CTA
298
Chesley Taft & Associates
Illinois
-$588K -5,549 Closed
BPB
299
Badgley, Phelps & Bell
Washington
-$403K -3,800 Closed
SF
300
Summit Financial
New Jersey
-$289K -2,730 Closed

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.