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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
I
101
IberiaBank
Louisiana
$1.72M +$237K +2,237 +16%
WFPG
102
Waller Financial Planning Group
Ohio
$1.66M +$10.6K +100 +0.6%
PAG
103
Private Advisor Group
New Jersey
$1.61M -$1.55M -14,649 -49%
CWM
104
Confluence Wealth Management
Oregon
$1.59M -$57.1K -538 -3%
GWM
105
Geneos Wealth Management
Colorado
$1.58M +$233K +2,194 +17%
IWA
106
Independence Wealth Advisors
Virginia
$1.55M +$42.4K +400 +3%
BTS
107
BB&T Securities
Virginia
$1.54M -$59.4K -560 -4%
LG
108
LaFleur & Godfrey
Michigan
$1.52M -$80.1K -755 -5%
SPIA
109
Steward Partners Investment Advisory
New York
$1.51M +$163K +1,538 +12%
AI
110
Atria Investments
North Carolina
$1.5M +$112K +1,057 +8%
SAM
111
SP Asset Management
California
$1.42M +$2.44K +23 +0.2%
FAAS
112
First Allied Advisory Services
California
$1.41M +$342K +3,224 +32%
William Blair & Company
113
William Blair & Company
Illinois
$1.4M +$535K +5,047 +63%
WT
114
Whittier Trust
California
$1.3M -$204K -1,923 -14%
CIA
115
Capital Investment Advisors
Georgia
$1.28M +$103K +970 +9%
SCM
116
Smith Capital Management
Arkansas
$1.27M +$20.2K +190 +2%
EWM
117
Elmwood Wealth Management
California
$1.25M -$103K -970 -8%
OC
118
Oppenheimer & Co
New York
$1.24M +$196K +1,847 +19%
MAS
119
Managed Account Services
Florida
$1.2M +$423K +3,987 +55%
WTC
120
WhitTier Trust Company
Nevada
$1.2M +$485K +4,571 +68%
WA
121
Winfield Associates
Ohio
$1.15M +$42.4K +400 +4%
WCF
122
West Coast Financial
California
$1.14M -$294K -2,772 -21%
CCG
123
Cypress Capital Group
Florida
$1.14M -$1.08M -10,195 -49%
NFP
124
Narus Financial Partners
Utah
$1.12M +$1.11M +10,506 New
SWP
125
Stratos Wealth Partners
Ohio
$1.12M +$572K +5,395 +106%

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.