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iShares Short-Term National Muni Bond ETF

229 hedge funds and large institutions have $1.01B invested in iShares Short-Term National Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

16% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 69

5% more funds holding

Funds holding: 219229 (+10)

2% more capital invested

Capital invested by funds: $983M → $1.01B (+$24.2M)

2.92% less ownership

Funds ownership: 67.04%64.12% (-2.9%)

Holders
229
Holders Change
+10
Holders Change %
+4.57%
% of All Funds
5.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
28
Increased
80
Reduced
69
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
151
WealthShield Partners
North Carolina
$343K
Citigroup
152
Citigroup
New York
$342K +$164K +1,557 +91%
AWE
153
Avidian Wealth Enterprises
Texas
$336K +$78.2K +744 +30%
Lido Advisors
154
Lido Advisors
California
$320K
FFA
155
First Foundation Advisors
California
$317K +$318K +3,031 New
FNT
156
First National Trust
Pennsylvania
$315K
CCA
157
Clearwater Capital Advisors
Illinois
$314K -$96.8K -921 -23%
WP
158
WealthSource Partners
California
$314K
SPC
159
Sigma Planning Corp
Michigan
$312K +$315 +3 +0.1%
AIP
160
Almanack Investment Partners
Pennsylvania
$312K +$314K +2,991 New
HTC
161
Haverford Trust Company
Pennsylvania
$311K
CTA
162
Chesley Taft & Associates
Illinois
$309K
VA
163
Valmark Advisers
Ohio
$292K -$37.1K -353 -11%
AWMS
164
Advocacy Wealth Management Services
Georgia
$290K
CISOA
165
Capital Investment Services of America
Wisconsin
$288K
DF
166
Donoghue Forlines
Massachusetts
$288K +$289K +2,749 New
KeyBank National Association
167
KeyBank National Association
Ohio
$274K
BSWM
168
Boston Standard Wealth Management
Massachusetts
$273K +$274K +2,610 New
BSB
169
Bangor Savings Bank
Maine
$269K
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$268K
APP
171
Avantax Planning Partners
Iowa
$264K +$265K +2,521 New
1CP
172
1607 Capital Partners
Virginia
$262K +$263K +2,500 New
MWM
173
Mission Wealth Management
California
$255K -$11K -105 -4%
BWP
174
BSW Wealth Partners
Colorado
$251K -$1.48M -14,135 -74%
SWP
175
Stratos Wealth Partners
Ohio
$250K -$96.5K -919 -28%

SUB Hedge Fund Activity: Q3 2018 in Review

229 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q3 2018, worth a combined $1.01B — up 2.5% from $983M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SUB positions and 17 closed out — a net gain of 11 holders — while 80 added to existing stakes and 69 trimmed.

The largest buyer was SEI Investments, adding an estimated $12.4M. The largest seller was Cornerstone Wealth Management, cutting an estimated $39.1M.

  • 229 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q3 2018, up from 219 in Q2 2018.
  • Funds reported $1.01B of iShares Short-Term National Muni Bond ETF stock for Q3 2018, up 2.5% quarter-over-quarter.
  • 28 funds opened new iShares Short-Term National Muni Bond ETF positions in Q3 2018 and 17 closed out, a net change of +11 holders.
  • The largest iShares Short-Term National Muni Bond ETF buyer in Q3 2018 was SEI Investments, an estimated $12.4M added.
  • The largest iShares Short-Term National Muni Bond ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $39.1M sold.

Based on aggregated 13F filings for Q3 2018.