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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
MA
176
MUFG Americas
New York
$21K -$217K -2,052 -91%
WAM
177
Wealthspire Advisors (Maryland)
Maryland
$16K +$16.5K +156 New
JCM
178
Jacobi Capital Management
Pennsylvania
$13K
AA
179
AlphaMark Advisors
Kentucky
$11K
BTIS
180
BB&T Investment Services
North Carolina
$1K +$635 +6 New
IWM
181
IHT Wealth Management
Illinois
$8 +$734K +6,930 +743%
SIA
182
Spruce Investment Advisors
Connecticut
-$11M -103,760 Closed
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
-$2.56M -24,222 Closed
JIP
184
Jaffetilchin Investment Partners
Florida
-$1.38M -13,084 Closed
CCA
185
Clearwater Capital Advisors
Illinois
-$1.37M -12,956 Closed
CG
186
Caprock Group
Idaho
-$1.34M -12,741 Closed
Citadel Advisors
187
Citadel Advisors
Florida
-$948K -8,980 Closed
TW
188
Transform Wealth
Colorado
-$818K -7,750 Closed
CWM
189
Concert Wealth Management
California
-$402K -3,820 Closed
LYV
190
Live Your Vision
Pennsylvania
-$336K -3,185 Closed
SCA
191
Snowden Capital Advisors
New York
-$261K -2,473 Closed
MSR
192
Main Street Research
Connecticut
-$226K -2,137 Closed
ACP
193
Aviance Capital Partners
Florida
-$211K -2,000 Closed
SHJ
194
Sharkey, Howes & Javer
Colorado
-$200K -1,895 Closed
ACS
195
Archford Capital Strategies
Illinois
-$121K -1,145 Closed
CAG
196
Crestwood Advisors Group
Massachusetts
-$46K -433 Closed
WAM
197
Watermark Asset Management
California
-$21K -197 Closed

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.