We are live on ! Find out more
SUB icon

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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$9.91M +$948K +8,932 +11%
AF
27
Allworth Financial
California
$9.43M +$390K +3,674 +4%
Jane Street
28
Jane Street
New York
$8.86M +$4.96M +46,741 +128%
BAC
29
Boys Arnold & Co
North Carolina
$8.15M +$347K +3,272 +4%
CFMC
30
Curbstone Financial Management Corp
New Hampshire
$8.15M +$180K +1,700 +2%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$7.97M +$1.22M +11,476 +18%
UBS AM
32
UBS AM
Illinois
$7.49M +$7.29M +68,678 +4,366%
JIR
33
James Investment Research
Ohio
$7.3M +$424K +4,000 +6%
Renaissance Technologies
34
Renaissance Technologies
New York
$7.23M -$1.84M -17,347 -20%
Comerica Bank
35
Comerica Bank
Texas
$7.15M +$252K +2,372 +4%
BFA
36
Bragg Financial Advisors
North Carolina
$7.08M -$548K -5,162 -7%
CCM
37
Coldstream Capital Management
Washington
$6.97M +$8.91K +84 +0.1%
PSUF
38
People's United Financial
Connecticut
$6.04M +$875K +8,245 +17%
JPG
39
Jordan Park Group
California
$5.96M +$923K +8,702 +18%
KIM
40
Karpus Investment Management
New York
$5.86M +$4.77M +44,930 +445%
Citigroup
41
Citigroup
New York
$5.71M +$5.35M +50,426 +1,601%
CJA
42
C-J Advisory
California
$5.56M -$83.5K -787 -1%
EA
43
Efficient Advisors
Ohio
$5.18M +$233K +2,193 +5%
MG
44
Mather Group
Illinois
$5.08M -$134K -1,260 -3%
IC
45
Inscription Capital
Texas
$5.06M -$1.19M -11,256 -19%
BCI
46
Brinker Capital Investments
Pennsylvania
$4.81M +$57.1K +538 +1%
RC
47
Roundview Capital
New Jersey
$4.8M -$331K -3,120 -6%
AWE
48
Avidian Wealth Enterprises
Texas
$4.67M +$1.98M +18,618 +74%
CCM
49
Condor Capital Management
New Jersey
$4.61M +$141K +1,328 +3%
Stifel Financial
50
Stifel Financial
Missouri
$4.58M +$644K +6,071 +16%

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.