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iShares Short-Term National Muni Bond ETF

229 hedge funds and large institutions have $1.01B invested in iShares Short-Term National Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

16% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 69

5% more funds holding

Funds holding: 219229 (+10)

2% more capital invested

Capital invested by funds: $983M → $1.01B (+$24.2M)

2.92% less ownership

Funds ownership: 67.04%64.12% (-2.9%)

Holders
229
Holders Change
+10
Holders Change %
+4.57%
% of All Funds
5.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
28
Increased
80
Reduced
69
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EA
26
Efficient Advisors
Ohio
$4.99M -$116K -1,104 -2%
BAC
27
Boys Arnold & Co
North Carolina
$4.97M +$205K +1,950 +4%
MNG
28
Manning & Napier Group
New York
$4.74M
LPT
29
Legacy Private Trust
Wisconsin
$4.43M +$1.25M +11,866 +39%
BCI
30
Brinker Capital Investments
Pennsylvania
$4.27M -$280K -2,664 -6%
PA
31
Probity Advisors
Texas
$4.25M -$2.31K -22 -0.1%
OIA
32
OneDigital Investment Advisors
Kansas
$4.23M +$121K +1,156 +3%
PWM
33
Patriot Wealth Management
Texas
$4.15M -$100K -955 -2%
CCG
34
Cypress Capital Group
Florida
$4.01M -$218K -2,075 -5%
RRC
35
Relaxing Retirement Coach
Massachusetts
$3.96M -$31.5K -300 -0.8%
PP
36
PrairieView Partners
Minnesota
$3.9M -$248K -2,365 -6%
PSUF
37
People's United Financial
Connecticut
$3.85M +$363K +3,451 +10%
BFG
38
Bouchey Financial Group
New York
$3.79M -$402K -3,825 -10%
Comerica Bank
39
Comerica Bank
Texas
$3.73M +$724K +6,893 +24%
BFA
40
Beaumont Financial Advisors
Massachusetts
$3.56M -$122K -1,162 -3%
MG
41
Mather Group
Illinois
$3.45M -$369K -3,517 -10%
CWM
42
Cornerstone Wealth Management
Missouri
$3.35M -$39.1M -372,675 -51%
LWS
43
Lucia Wealth Services
California
$3.27M +$3.28M +31,194 New
BlackRock
44
BlackRock
New York
$3.22M -$664K -6,316 -17%
KIM
45
Karpus Investment Management
New York
$3.15M -$1.02M -9,750 -24%
UCFA
46
United Capital Financial Advisors
Texas
$3.01M +$294K +2,798 +11%
PAG
47
Private Advisor Group
New Jersey
$2.77M +$1.4M +13,306 +102%
BSW
48
Buckingham Strategic Wealth
Missouri
$2.75M -$155K -1,480 -5%
PA
49
Pinnacle Associates
New York
$2.46M +$411K +3,910 +20%
AAM
50
Autus Asset Management
Arizona
$2.37M -$44.6K -425 -2%

SUB Hedge Fund Activity: Q3 2018 in Review

229 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q3 2018, worth a combined $1.01B — up 2.5% from $983M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SUB positions and 17 closed out — a net gain of 11 holders — while 80 added to existing stakes and 69 trimmed.

The largest buyer was SEI Investments, adding an estimated $12.4M. The largest seller was Cornerstone Wealth Management, cutting an estimated $39.1M.

  • 229 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q3 2018, up from 219 in Q2 2018.
  • Funds reported $1.01B of iShares Short-Term National Muni Bond ETF stock for Q3 2018, up 2.5% quarter-over-quarter.
  • 28 funds opened new iShares Short-Term National Muni Bond ETF positions in Q3 2018 and 17 closed out, a net change of +11 holders.
  • The largest iShares Short-Term National Muni Bond ETF buyer in Q3 2018 was SEI Investments, an estimated $12.4M added.
  • The largest iShares Short-Term National Muni Bond ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $39.1M sold.

Based on aggregated 13F filings for Q3 2018.