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iShares Short-Term National Muni Bond ETF
SUB

95 hedge funds and large institutions have $301M invested in iShares Short-Term National Muni Bond ETF in 2013 Q2 according to their latest regulatory filings, with 95 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

46.88% more ownership

Funds ownership: 0% → 46.88% (+47%)

Holders
95
Holders Change
+95
Holders Change %
–
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
95
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$92.9M +$93.6M +882,471 New
Morgan Stanley
2
Morgan Stanley
New York
$28.9M +$29.1M +274,570 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$26.7M +$26.9M +253,628 New
U
4
UBS
Switzerland
$15.6M +$15.7M +148,420 New
DWM
5
Destination Wealth Management
California
$14.4M +$14.5M +136,883 New
KeyBank National Association
6
KeyBank National Association
Ohio
$12.6M +$12.7M +119,928 New
US Bancorp
7
US Bancorp
Minnesota
$10.6M +$10.7M +101,019 New
Wells Fargo
8
Wells Fargo
California
$7.73M +$7.79M +73,414 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$5.64M +$5.68M +53,577 New
TYCC
10
Texas Yale Capital Corp
Florida
$5.53M +$5.57M +52,480 New
BAC
11
Boys Arnold & Co
North Carolina
$5.45M +$5.49M +51,763 New
HFS
12
HL Financial Services
Kentucky
$3.95M +$3.98M +37,505 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.65M +$3.67M +34,642 New
KCG
14
Knight Capital Group
$3.62M +$3.65M +34,406 New
LPL Financial
15
LPL Financial
California
$3.48M +$3.51M +33,069 New
Comerica Bank
16
Comerica Bank
Texas
$3.42M +$3.44M +32,439 New
SNC
17
Stifel Nicolaus & Co
Missouri
$3.32M +$3.35M +31,553 New
JIP
18
Jaffetilchin Investment Partners
Florida
$2.65M +$2.67M +25,146 New
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$2.33M +$2.34M +22,081 New
BFA
20
Bragg Financial Advisors
North Carolina
$2.28M +$2.3M +21,683 New
FAAM
21
First Allied Asset Management
California
$2.26M +$2.27M +21,424 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.98M +$2M +18,843 New
LG
23
LaFleur & Godfrey
Michigan
$1.89M +$1.9M +17,955 New
CCG
24
Cypress Capital Group
Florida
$1.82M +$1.83M +17,267 New
CNB
25
City National Bank
California
$1.81M +$1.82M +17,170 New
1
2 3 4

SUB Hedge Fund Activity: Q2 2013 in Review

95 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q2 2013, worth a combined $301M.

Buyers outnumbered sellers: 95 funds opened new SUB positions and 0 closed out — a net gain of 95 holders — while 0 added to existing stakes and 0 trimmed.

  • 95 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $301M of iShares Short-Term National Muni Bond ETF stock for Q2 2013.
  • 95 funds opened new iShares Short-Term National Muni Bond ETF positions in Q2 2013 and 0 closed out, a net change of +95 holders.

Based on aggregated 13F filings for Q2 2013.