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iShares Short-Term National Muni Bond ETF

294 hedge funds and large institutions have $1.55B invested in iShares Short-Term National Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 135 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 74

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

6% more capital invested

Capital invested by funds: $1.45B → $1.55B (+$92.2M)

1% less funds holding

Funds holding: 296294 (-2)

0.71% less ownership

Funds ownership: 66.51%65.8% (-0.71%)

Holders
294
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
6.39%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.24%
New
22
Increased
135
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
176
Crestwood Advisors Group
Massachusetts
$543K +$252K +2,375 +87%
BF
177
BOK Financial
Oklahoma
$542K +$540K +5,086 New
CL
178
CPWM LLC
Washington
$541K +$2.12K +20 +0.4%
EFSCE
179
Enterprise Financial Services Corp (EFSC)
Missouri
$536K
TIA
180
Traphagen Investment Advisors
New Jersey
$513K
AP
181
Advisors Preferred
Maryland
$506K +$2.12K +20 +0.4%
CA
182
Calton & Associates
Florida
$494K +$22.5K +212 +5%
HPWM
183
Highland Private Wealth Management
Washington
$494K +$147K +1,382 +42%
APA
184
American Portfolios Advisors
New York
$494K +$12.7K +120 +3%
AIP
185
Ameritas Investment Partners
Nebraska
$476K +$9.55K +90 +2%
UR
186
USCA RIA
Texas
$474K +$101K +950 +27%
JWS
187
Juncture Wealth Strategies
Arizona
$471K -$68.1K -642 -13%
HCIA
188
Hochman Cole Investment Advisors
Illinois
$458K +$2.33K +22 +0.5%
CISOA
189
Capital Investment Services of America
Wisconsin
$453K
BCM
190
BTC Capital Management
Iowa
$437K -$146K -1,375 -25%
CFGF
191
Compass Financial Group (Florida)
Florida
$432K
OAM
192
Occidental Asset Management
California
$429K
WAOTB
193
Wealth Advisors of Tampa Bay
Florida
$429K
DWM
194
Dakota Wealth Management
Florida
$428K +$426K +4,011 New
GAM
195
Gemmer Asset Management
California
$423K -$29.2K -275 -6%
TFF
196
The Family Firm
Maryland
$418K -$4.35K -41 -1%
Bessemer Group
197
Bessemer Group
New Jersey
$405K
EWM
198
Endurance Wealth Management
Rhode Island
$393K
CCM
199
Crabel Capital Management
California
$385K
WP
200
WealthSource Partners
California
$383K +$4.35K +41 +1%

SUB Hedge Fund Activity: Q2 2019 in Review

294 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q2 2019, worth a combined $1.55B — up 6.3% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SUB positions and 18 closed out — a net gain of 4 holders — while 135 added to existing stakes and 74 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $11.4M. The largest seller was Wells Fargo, cutting an estimated $10.1M.

  • 294 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q2 2019, down from 296 in Q1 2019.
  • Funds reported $1.55B of iShares Short-Term National Muni Bond ETF stock for Q2 2019, up 6.3% quarter-over-quarter.
  • 22 funds opened new iShares Short-Term National Muni Bond ETF positions in Q2 2019 and 18 closed out, a net change of +4 holders.
  • The largest iShares Short-Term National Muni Bond ETF buyer in Q2 2019 was Principal Financial Group, an estimated $11.4M added.
  • The largest iShares Short-Term National Muni Bond ETF seller in Q2 2019 was Wells Fargo, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2019.