iShares Short-Term National Muni Bond ETF
296 hedge funds and large institutions have $1.45B invested in iShares Short-Term National Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 82 reducing their positions, and 22 closing their positions.
100% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 22
51% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 82
7% more funds holding
Funds holding: 276 → 296 (+20)
6% more capital invested
Capital invested by funds: $1.38B → $1.45B (+$77.6M)
1.41% less ownership
Funds ownership: 67.92% → 66.51% (-1.4%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$44.2M |
| 2 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
+$29.3M |
| 3 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
+$18.3M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$8.82M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$6.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$28M |
| 2 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$23.7M |
| 3 |
Bank of New York Mellon
New York
|
-$9.68M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$8.07M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.5M |
SUB Hedge Fund Activity: Q1 2019 in Review
296 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q1 2019, worth a combined $1.45B — up 5.6% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new SUB positions and 22 closed out — a net gain of 22 holders — while 124 added to existing stakes and 82 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $44.2M. The largest seller was Bank of America, cutting an estimated $28M.
- 296 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q1 2019, up from 276 in Q4 2018.
- Funds reported $1.45B of iShares Short-Term National Muni Bond ETF stock for Q1 2019, up 5.6% quarter-over-quarter.
- 44 funds opened new iShares Short-Term National Muni Bond ETF positions in Q1 2019 and 22 closed out, a net change of +22 holders.
- The largest iShares Short-Term National Muni Bond ETF buyer in Q1 2019 was Morgan Stanley, an estimated $44.2M added.
- The largest iShares Short-Term National Muni Bond ETF seller in Q1 2019 was Bank of America, an estimated $28M sold.
Based on aggregated 13F filings for Q1 2019.