iShares Short-Term National Muni Bond ETF
106 hedge funds and large institutions have $409M invested in iShares Short-Term National Muni Bond ETF in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 19 reducing their positions, and 5 closing their positions.
521% more capital inflows, than outflows
Capital inflows: $95.6M | Capital outflows: $15.4M
340% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 5
126% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 19
15% more funds holding
Funds holding: 92 → 106 (+14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$52.1M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$12.2M |
| 3 |
Morgan Stanley
New York
|
+$11.5M |
| 4 |
UBS
Zurich,
Switzerland
|
+$2.23M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KeyBank National Association
Cleveland,
Ohio
|
-$5.47M |
| 2 |
BB&T Securities
Richmond,
Virginia
|
-$2.07M |
| 3 |
First Allied Advisory Services
San Diego,
California
|
-$1.71M |
| 4 |
United Capital Financial Advisors
Irving,
Texas
|
-$1.64M |
| 5 |
Barclays
London,
United Kingdom
|
-$756K |
SUB Hedge Fund Activity: Q4 2013 in Review
106 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q4 2013, worth a combined $409M — up 23% from $333M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SUB positions and 5 closed out — a net gain of 17 holders — while 43 added to existing stakes and 19 trimmed.
The largest buyer was Bank of America, adding an estimated $52.1M. The largest seller was KeyBank National Association, cutting an estimated $5.47M.
- 106 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q4 2013, up from 92 in Q3 2013.
- Funds reported $409M of iShares Short-Term National Muni Bond ETF stock for Q4 2013, up 23% quarter-over-quarter.
- 22 funds opened new iShares Short-Term National Muni Bond ETF positions in Q4 2013 and 5 closed out, a net change of +17 holders.
- The largest iShares Short-Term National Muni Bond ETF buyer in Q4 2013 was Bank of America, an estimated $52.1M added.
- The largest iShares Short-Term National Muni Bond ETF seller in Q4 2013 was KeyBank National Association, an estimated $5.47M sold.
Based on aggregated 13F filings for Q4 2013.