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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
SB
126
Suntrust Banks
Georgia
$353K +$43.4K +410 +14%
CWM
127
Cornerstone Wealth Management
Missouri
$346K +$39K +368 +13%
SPC
128
Sigma Planning Corp
Michigan
$338K +$22.9K +216 +7%
JIC
129
Johnson Investment Counsel
Ohio
$328K
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$313K
HTC
131
Haverford Trust Company
Pennsylvania
$310K -$30.7K -290 -9%
WF
132
WealthTrust Fairport
Ohio
$300K
VA
133
Valmark Advisers
Ohio
$287K -$4.45K -42 -2%
MWM
134
Mission Wealth Management
California
$284K +$1.59K +15 +0.6%
BSWM
135
Boston Standard Wealth Management
Massachusetts
$276K -$26.6K -251 -9%
HFS
136
HL Financial Services
Kentucky
$246K +$246K +2,328 New
BBA
137
BLB&B Advisors
Pennsylvania
$245K
LIM
138
Leavell Investment Management
Alabama
$242K
CTA
139
Chesley Taft & Associates
Illinois
$240K -$10.6K -100 -4%
QCMC
140
Quantum Capital Management (California)
California
$237K
WA
141
WFG Advisors
Texas
$232K +$71.8K +678 +45%
RWP
142
RWA Wealth Partners
Massachusetts
$231K +$231K +2,181 New
CCG
143
Chatham Capital Group
Georgia
$225K +$225K +2,125 New
CAL
144
Capital Advisors Ltd
Ohio
$221K -$11.1K -105 -5%
AWMS
145
Advocacy Wealth Management Services
Georgia
$217K
BA
146
BKS Advisors
Michigan
$217K
GWM
147
Geneos Wealth Management
Colorado
$217K +$212 +2 +0.1%
CWM
148
Cabot Wealth Management
Massachusetts
$216K
FNT
149
First National Trust
Pennsylvania
$209K
AIP
150
Ameritas Investment Partners
Nebraska
$206K -$3.71K -35 -2%

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.