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iShares Short-Term National Muni Bond ETF
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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: 9 → 11 (+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: 296 → 294 (-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
–

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$11.4M
2
SEI Investments
SEI Investments
Pennsylvania
+$8.72M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.48M
4
UBS AM
UBS AM
Illinois
+$7.29M
5
Morgan Stanley
Morgan Stanley
New York
+$6.86M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$10.1M
2
BC
Brinker Capital
Pennsylvania
-$1.86M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.84M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$1.81M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
76
Wunderlich Capital Managemnt
Tennessee
$2.6M +$214K +2,019 +9%
AWS
77
AJ Wealth Strategies
New York
$2.58M +$424K +3,997 +20%
LPWM
78
Lake Point Wealth Management
Texas
$2.56M – – –
PA
79
Probity Advisors
Texas
$2.45M +$6.47K +61 +0.3%
PFM
80
Phillips Financial Management
Indiana
$2.43M -$441K -4,159 -15%
CWM
81
Cahaba Wealth Management
Georgia
$2.37M -$243K -2,294 -9%
AIA
82
Alera Investment Advisors
Illinois
$2.23M -$2.02K -19 -0.1%
HighTower Advisors
83
HighTower Advisors
Illinois
$2.23M +$360K +3,391 +19%
NFG
84
Next Financial Group
Texas
$2.16M +$2.03M +19,150 +1,738%
NWM
85
Northwest Wealth Management
Iowa
$2.12M – – –
BSW
86
Buckingham Strategic Wealth
Missouri
$2.11M -$428K -4,031 -17%
AG
87
Advisor Group
Arizona
$2.09M +$230K +2,170 +12%
IWM
88
IHT Wealth Management
Illinois
$2.03M -$57.4K -541 -3%
IWMA
89
Ironwood Wealth Management (Arizona)
Arizona
$2M -$583K -5,493 -23%
PWP
90
Personal Wealth Partners
Minnesota
$1.97M – – –
LWS
91
Lucia Wealth Services
California
$1.91M -$983K -9,269 -34%
DC
92
Davenport & Co
Virginia
$1.91M +$141K +1,325 +8%
FCIM
93
Fairview Capital Investment Management
California
$1.91M – – –
AA
94
Alesco Advisors
New York
$1.9M -$90.5K -853 -5%
FI
95
FormulaFolio Investments
Michigan
$1.81M +$273K +2,570 +18%
HNB
96
Huntington National Bank
Ohio
$1.81M – – –
SBL
97
Sargent Bickham Lagudis
Colorado
$1.8M +$328K +3,090 +22%
QCG
98
Quadrant Capital Group
Ohio
$1.77M +$1.77M +16,666 New
WAG
99
Winthrop Advisory Group
Massachusetts
$1.77M +$129K +1,217 +8%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$1.75M +$217K +2,045 +14%
2 3
4
5 6

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.