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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
VC
151
Vicus Capital
Pennsylvania
$201K -$4.23K -40 -2%
FT
152
Fiduciary Trust
Massachusetts
$135K +$135K +1,278 New
PA
153
Parallel Advisors
California
$128K +$3.49K +33 +3%
TIM
154
Tortoise Investment Management
New York
$108K +$108K +1,020 New
CS
155
Credential Securities
$75K
Citigroup
156
Citigroup
New York
$74K
GAM
157
Gemmer Asset Management
California
$69K
FHA
158
First Horizon Advisors
Tennessee
$69K +$212 +2 +0.3%
CAL
159
Capital Analysts LLC
Pennsylvania
$66.6K +$10.6K +100 +19%
Manulife (Manufacturers Life Insurance)
160
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$66K -$11.5K -109 -15%
AWM
161
Avior Wealth Management
Nebraska
$65K
DADC
162
D.A. Davidson & Co
Montana
$63K
IIC
163
Integrated Investment Consultants
Michigan
$63K
WIM
164
Westside Investment Management
California
$52.9K
ASN
165
Advisory Services Network
Georgia
$50K +$49.6K +469 New
MCIA
166
Mountain Capital Investment Advisors
Colorado
$47K +$47K +444 New
VNA
167
Valley National Advisers
Pennsylvania
$34K
IFA
168
Interactive Financial Advisors
Illinois
$32K
GRP
169
Global Retirement Partners
California
$32K +$31.8K +300 New
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$30K +$30.2K +285 New
PG
171
Patten Group
Tennessee
$27K
WB
172
Webster Bank
Connecticut
$26K -$150K -1,415 -85%
BFEC
173
Benjamin F. Edwards & Company
Missouri
$25K
TCM
174
TD Capital Management
Tennessee
$24K
AssetMark Inc
175
AssetMark Inc
California
$22K

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.