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iShares Short-Term National Muni Bond ETF
SUB

95 hedge funds and large institutions have $301M invested in iShares Short-Term National Muni Bond ETF in 2013 Q2 according to their latest regulatory filings, with 95 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

46.88% more ownership

Funds ownership: 0% → 46.88% (+47%)

Holders
95
Holders Change
+95
Holders Change %
–
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
95
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
26
Barclays
United Kingdom
$1.76M +$1.78M +16,749 New
PA
27
Pinnacle Associates
New York
$1.75M +$1.76M +16,600 New
BCI
28
Brinker Capital Investments
Pennsylvania
$1.73M +$1.74M +16,450 New
WTC
29
WhitTier Trust Company
Nevada
$1.52M +$1.53M +14,465 New
UCFA
30
United Capital Financial Advisors
Texas
$1.52M +$1.53M +14,424 New
PFM
31
Phillips Financial Management
Indiana
$1.4M +$1.41M +13,278 New
B
32
Baird
Wisconsin
$1.25M +$1.26M +11,905 New
First Trust Advisors
33
First Trust Advisors
Illinois
$1.24M +$1.25M +11,801 New
CS
34
Comerica Securities
Michigan
$1.16M +$1.17M +11,029 New
TNBTD
35
Trustmark National Bank Trust Department
Mississippi
$1.1M +$1.11M +10,474 New
Jane Street
36
Jane Street
New York
$1.07M +$1.08M +10,194 New
BIM
37
BlackRock Investment Management
Delaware
$1.03M +$1.04M +9,759 New
NCM
38
Narwhal Capital Management
Georgia
$948K +$955K +9,000 New
FIAS
39
FinTrust Investment Advisory Services
South Carolina
$873K +$879K +8,290 New
OC
40
Oppenheimer & Co
New York
$871K +$878K +8,274 New
CS
41
Credit Suisse
Switzerland
$851K +$858K +8,086 New
AL
42
Aspiriant LLC
California
$849K +$855K +8,062 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$737K +$742K +6,996 New
PGFC
44
Peapack-Gladstone Financial Corp
New Jersey
$725K +$731K +6,890 New
PI
45
Placemark Investments
Illinois
$715K +$719K +6,781 New
PPA
46
Parametric Portfolio Associates
Washington
$694K +$699K +6,588 New
MFS
47
MSI Financial Services
Massachusetts
$683K +$688K +6,484 New
JIC
48
Johnson Investment Counsel
Ohio
$631K +$636K +6,000 New
HCM
49
Hengehold Capital Management
Ohio
$623K +$627K +5,916 New
BSB
50
Bangor Savings Bank
Maine
$615K +$620K +5,842 New
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SUB Hedge Fund Activity: Q2 2013 in Review

95 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q2 2013, worth a combined $301M.

Buyers outnumbered sellers: 95 funds opened new SUB positions and 0 closed out — a net gain of 95 holders — while 0 added to existing stakes and 0 trimmed.

  • 95 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $301M of iShares Short-Term National Muni Bond ETF stock for Q2 2013.
  • 95 funds opened new iShares Short-Term National Muni Bond ETF positions in Q2 2013 and 0 closed out, a net change of +95 holders.

Based on aggregated 13F filings for Q2 2013.