iShares Short-Term National Muni Bond ETF
114 hedge funds and large institutions have $462M invested in iShares Short-Term National Muni Bond ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 21 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
133% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 21
8% more funds holding
Funds holding: 106 → 114 (+8)
2% more capital invested
Capital invested by funds: $453M → $462M (+$9.56M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.72% less ownership
Funds ownership: 51.63% → 50.91% (-0.72%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.73M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$3.8M |
| 3 |
Morgan Stanley
New York
|
+$3.29M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.51M |
| 5 |
AIM
Allen Investment Management
New York
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$7.45M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.7M |
| 3 |
CWM
Confluence Wealth Management
Portland,
Oregon
|
-$2.63M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
-$2.03M |
| 5 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
-$1.44M |
SUB Hedge Fund Activity: Q3 2014 in Review
114 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q3 2014, worth a combined $462M — up 2.1% from $453M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SUB positions and 4 closed out — a net gain of 9 holders — while 49 added to existing stakes and 21 trimmed.
The largest buyer was Jane Street, adding an estimated $4.73M. The largest seller was Bank of America, cutting an estimated $7.45M.
- 114 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q3 2014, up from 106 in Q2 2014.
- Funds reported $462M of iShares Short-Term National Muni Bond ETF stock for Q3 2014, up 2.1% quarter-over-quarter.
- 13 funds opened new iShares Short-Term National Muni Bond ETF positions in Q3 2014 and 4 closed out, a net change of +9 holders.
- The largest iShares Short-Term National Muni Bond ETF buyer in Q3 2014 was Jane Street, an estimated $4.73M added.
- The largest iShares Short-Term National Muni Bond ETF seller in Q3 2014 was Bank of America, an estimated $7.45M sold.
Based on aggregated 13F filings for Q3 2014.