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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
FHB
51
First Hawaiian Bank
Hawaii
$4.57M +$715K +6,743 +19%
PP
52
PrairieView Partners
Minnesota
$4.42M +$142K +1,338 +3%
MFM
53
Mirsky Financial Management
New York
$4.35M +$439K +4,137 +11%
RTC
54
Riverview Trust Company
Washington
$4.23M
MML Investors Services
55
MML Investors Services
Massachusetts
$4.05M +$493K +4,647 +14%
BFG
56
Bouchey Financial Group
New York
$3.82M +$93.1K +878 +3%
AIM
57
Allen Investment Management
New York
$3.76M
MNG
58
Manning & Napier Group
New York
$3.74M
OIA
59
OneDigital Investment Advisors
Kansas
$3.72M -$1.04M -9,807 -22%
HCM
60
Horiko Capital Management
New York
$3.72M +$212K +2,000 +6%
BOPW
61
Brandywine Oak Private Wealth
Pennsylvania
$3.68M +$111K +1,046 +3%
RRC
62
Relaxing Retirement Coach
Massachusetts
$3.67M -$4.77K -45 -0.1%
Mariner
63
Mariner
Kansas
$3.66M -$201K -1,898 -5%
BFA
64
Beaumont Financial Advisors
Massachusetts
$3.61M +$13.5K +127 +0.4%
BlackRock
65
BlackRock
New York
$3.52M +$979K +9,225 +39%
UCFA
66
United Capital Financial Advisors
Texas
$3.37M -$116K -1,097 -3%
Prudential Financial
67
Prudential Financial
New Jersey
$3.21M +$730K +6,886 +30%
JP Morgan Chase
68
JP Morgan Chase
New York
$3.16M +$694K +6,544 +28%
SC
69
Slow Capital
California
$2.93M +$158K +1,487 +6%
APP
70
Avantax Planning Partners
Iowa
$2.75M -$260K -2,455 -9%
FTUS
71
Flow Traders U.S.
New York
$2.72M +$342K +3,227 +14%
AAM
72
Autus Asset Management
Arizona
$2.72M +$76.9K +725 +3%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$2.72M +$953K +8,987 +54%
PPP
74
Private Portfolio Partners
New Jersey
$2.71M +$91.2K +860 +3%
PP
75
PDS Planning
Ohio
$2.67M +$67.4K +635 +3%

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.