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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
WT
51
Whittier Trust
California
$597K +$601K +5,670 New
VCM
52
Vigilant Capital Management
Maine
$587K +$591K +5,572 New
JP Morgan Chase
53
JP Morgan Chase
New York
$581K +$586K +5,522 New
CL
54
CPWM LLC
Washington
$545K +$549K +5,173 New
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$510K +$514K +4,846 New
LIM
56
Longfellow Investment Management
Massachusetts
$500K +$504K +4,750 New
CASB
57
Cape Ann Savings Bank
Massachusetts
$458K +$461K +4,347 New
Jones Financial Companies
58
Jones Financial Companies
Missouri
$396K +$399K +3,761 New
AAM
59
Autus Asset Management
Arizona
$369K +$371K +3,500 New
FNT
60
First National Trust
Pennsylvania
$361K +$363K +3,425 New
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$355K +$357K +3,369 New
Invesco
62
Invesco
Georgia
$347K +$349K +3,294 New
RCAG
63
Rehmann Capital Advisory Group
Michigan
$345K +$347K +3,276 New
HK
64
Horizon Kinetics
New York
$344K +$347K +3,269 New
FFIC
65
First Fiduciary Investment Counsel
Ohio
$338K +$340K +3,210 New
Ameriprise
66
Ameriprise
Minnesota
$323K +$325K +3,068 New
CDIA
67
Capital Directions Investment Advisors
Georgia
$315K +$317K +2,992 New
SIC
68
Sigma Investment Counselors
Michigan
$260K +$261K +2,465 New
AFC
69
AFT Forsyth & Company
Florida
$258K +$260K +2,450 New
HighTower Advisors
70
HighTower Advisors
Illinois
$243K +$244K +2,305 New
CWM
71
Concert Wealth Management
California
$234K +$236K +2,225 New
QCMC
72
Quantum Capital Management (California)
California
$218K +$219K +2,066 New
BSW
73
Buckingham Strategic Wealth
Missouri
$207K +$209K +1,966 New
FAAS
74
First Allied Advisory Services
California
$202K +$204K +1,921 New
ACM
75
Antonetti Capital Management
Florida
$201K +$202K +1,905 New
1 2
3
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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.