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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
IWP
176
Icon Wealth Partners
Texas
$249K +$189K +1,801 +312%
CAN
177
Cetera Advisor Networks
California
$243K +$243K +2,316 New
BBA
178
BLB&B Advisors
Pennsylvania
$242K
LIM
179
Leavell Investment Management
Alabama
$231K -$3.15K -30 -1%
DWM
180
Dakota Wealth Management
Florida
$230K -$137K -1,300 -37%
AIP
181
Ameritas Investment Partners
Nebraska
$224K +$10.5K +100 +5%
CAL
182
Capital Analysts LLC
Pennsylvania
$217K +$52.5K +500 +32%
AP
183
Advisors Preferred
Maryland
$213K -$142K -1,350 -40%
JIC
184
Johnson Investment Counsel
Ohio
$209K
Janney Montgomery Scott
185
Janney Montgomery Scott
Pennsylvania
$207K
GAM
186
Gould Asset Management
California
$207K +$208K +1,980 New
FNBOO
187
First National Bank of Omaha
Nebraska
$204K +$205K +1,950 New
WAP
188
Wealthcare Advisory Partners
Pennsylvania
$193K -$98.5K -938 -34%
CAL
189
Capital Advisors Ltd
Ohio
$186K
PA
190
Parallel Advisors
California
$183K +$105 +1 +0.1%
AA
191
AlphaMark Advisors
Kentucky
$181K +$52.5K +500 +41%
CDIA
192
Capital Directions Investment Advisors
Georgia
$176K +$84K +800 +91%
BCM
193
Brasada Capital Management
Texas
$176K +$116K +1,100 +189%
TNBTD
194
Trustmark National Bank Trust Department
Mississippi
$154K +$155K +1,474 New
VCM
195
Vigilant Capital Management
Maine
$152K -$59.9K -570 -28%
CFGS
196
Concourse Financial Group Securities
Alabama
$127K +$127K +1,213 New
GP
197
Girard Partners
Pennsylvania
$122K +$123K +1,167 New
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$115K +$39.1K +372 +51%
ECM
199
Exchange Capital Management
Michigan
$112K +$9.46K +90 +9%
CQS
200
Credential Qtrade Securities
$106K +$106K +1,010 New

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.