iShares Short-Term National Muni Bond ETF
153 hedge funds and large institutions have $634M invested in iShares Short-Term National Muni Bond ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 6 closing their positions.
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
32% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 41
10% more funds holding
Funds holding: 139 → 153 (+14)
6% more capital invested
Capital invested by funds: $599M → $634M (+$34.7M)
1.22% less ownership
Funds ownership: 58.09% → 56.87% (-1.2%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
151
Argentus Capital Management
Dallas,
Texas
| $11K | – | – | – |
|
|
CAL
152
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $8.48K | -$3.19K | -30 | -27% |
|
153
AssetMark Inc
Concord,
California
| $5K | – | – | – |
|
|
SBL
154
Sargent Bickham Lagudis
Boulder,
Colorado
| $3.04K | -$3.4M | -32,007 | -97% |
|
|
SMA
155
Simply Money Advisors
Cincinnati,
Ohio
| – | -$3.06M | -28,787 | Closed |
|
|
HFS
156
HL Financial Services
Louisville,
Kentucky
| – | -$3.01M | -28,339 | Closed |
|
157
Jane Street
New York
| – | -$954K | -8,967 | Closed |
|
|
FMII
158
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$27K | -250 | Closed |
|
|
AW
159
Alpha Windward
Westwood,
Massachusetts
| – | -$9K | -87 | Closed |
|
|
CA
160
CapWealth Advisors
Franklin,
Tennessee
| – | -$8K | -75 | Closed |
|
SUB Hedge Fund Activity: Q3 2016 in Review
153 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q3 2016, worth a combined $634M — up 5.8% from $599M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SUB positions and 6 closed out — a net gain of 14 holders — while 54 added to existing stakes and 41 trimmed.
The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, opening a new position worth an estimated $14.5M. The largest seller was United Capital Financial Advisors, cutting an estimated $8.26M.
- 153 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q3 2016, up from 139 in Q2 2016.
- Funds reported $634M of iShares Short-Term National Muni Bond ETF stock for Q3 2016, up 5.8% quarter-over-quarter.
- 20 funds opened new iShares Short-Term National Muni Bond ETF positions in Q3 2016 and 6 closed out, a net change of +14 holders.
- The largest iShares Short-Term National Muni Bond ETF buyer in Q3 2016 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $14.5M added.
- The largest iShares Short-Term National Muni Bond ETF seller in Q3 2016 was United Capital Financial Advisors, an estimated $8.26M sold.
Based on aggregated 13F filings for Q3 2016.