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iShares Short-Term National Muni Bond ETF

179 hedge funds and large institutions have $873M invested in iShares Short-Term National Muni Bond ETF in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

5% more capital invested

Capital invested by funds: $830M → $873M (+$42.9M)

1% more funds holding

Funds holding: 177179 (+2)

0.84% more ownership

Funds ownership: 57.4%58.24% (+0.84%)

5% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 60

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
179
Holders Change
+2
Holders Change %
+1.13%
% of All Funds
4.46%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
19
Increased
57
Reduced
60
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
51
United Capital Financial Advisors
Texas
$1.82M -$16.5K -156 -0.9%
AP
52
Advisors Preferred
Maryland
$1.8M +$7.41K +70 +0.4%
LPT
53
Legacy Private Trust
Wisconsin
$1.79M -$1.3M -12,277 -42%
Creative Planning
54
Creative Planning
Kansas
$1.75M -$316K -2,988 -15%
MG
55
Mather Group
Illinois
$1.72M +$94.4K +892 +6%
AIM
56
Allen Investment Management
New York
$1.68M
AWS
57
AJ Wealth Strategies
New York
$1.63M
CDIA
58
Capital Directions Investment Advisors
Georgia
$1.59M -$44.1K -417 -3%
BSW
59
Buckingham Strategic Wealth
Missouri
$1.57M -$68.7K -649 -4%
CAM
60
Caprin Asset Management
Virginia
$1.49M +$3M +28,301 +1,273%
PIM
61
Provident Investment Management
Michigan
$1.44M -$74.1K -700 -5%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$1.42M +$23.9K +226 +2%
SWP
63
Stratos Wealth Partners
Ohio
$1.42M +$271K +2,562 +24%
TF
64
TIAA FSB
Florida
$1.4M +$1.4M +13,261 New
JP Morgan Chase
65
JP Morgan Chase
New York
$1.4M -$175K -1,656 -11%
SP
66
Symmetry Partners
Connecticut
$1.39M -$224K -2,119 -14%
FTS
67
Fifth Third Securities
Ohio
$1.37M -$870K -8,222 -39%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$1.36M +$310K +2,929 +29%
AF
69
Allworth Financial
California
$1.34M +$255K +2,406 +23%
WCF
70
West Coast Financial
California
$1.3M +$101K +956 +8%
AA
71
Alesco Advisors
New York
$1.28M
PWMAG
72
Pinnacle Wealth Management Advisory Group
New Jersey
$1.27M
CIA
73
Capital Investment Advisors
Georgia
$1.25M +$137K +1,299 +12%
PAG
74
Private Advisor Group
New Jersey
$1.23M -$65.5K -619 -5%
MCTIC
75
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.16M

SUB Hedge Fund Activity: Q2 2017 in Review

179 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q2 2017, worth a combined $873M — up 5.2% from $830M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SUB positions and 16 closed out — a net gain of 3 holders — while 57 added to existing stakes and 60 trimmed.

The largest buyer was Bank of America, adding an estimated $33.1M. The largest seller was Spruce Investment Advisors, exiting entirely with an estimated $11M sold.

  • 179 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q2 2017, up from 177 in Q1 2017.
  • Funds reported $873M of iShares Short-Term National Muni Bond ETF stock for Q2 2017, up 5.2% quarter-over-quarter.
  • 19 funds opened new iShares Short-Term National Muni Bond ETF positions in Q2 2017 and 16 closed out, a net change of +3 holders.
  • The largest iShares Short-Term National Muni Bond ETF buyer in Q2 2017 was Bank of America, an estimated $33.1M added.
  • The largest iShares Short-Term National Muni Bond ETF seller in Q2 2017 was Spruce Investment Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2017.