iShares Short-Term National Muni Bond ETF
126 hedge funds and large institutions have $473M invested in iShares Short-Term National Muni Bond ETF in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 10 closing their positions.
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
2% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 41
0% more funds holding
Funds holding: 126 → 126 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less capital invested
Capital invested by funds: $480M → $473M (-$6.39M)
1.82% less ownership
Funds ownership: 54.65% → 52.83% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$10.2M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
+$4.07M |
| 3 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$2.46M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.43M |
| 5 |
Jane Street
New York
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$26.5M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
-$5.78M |
| 3 |
Comerica Bank
Dallas,
Texas
|
-$2.92M |
| 4 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$1.29M |
| 5 |
KeyBank National Association
Cleveland,
Ohio
|
-$1.08M |
SUB Hedge Fund Activity: Q3 2015 in Review
126 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q3 2015, worth a combined $473M — down 1.3% from $480M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SUB positions and 10 closed out — a net gain of 1 holder — while 42 added to existing stakes and 41 trimmed.
The largest buyer was UBS Group, adding an estimated $10.2M. The largest seller was Bank of America, cutting an estimated $26.5M.
- 126 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $473M of iShares Short-Term National Muni Bond ETF stock for Q3 2015, down 1.3% quarter-over-quarter.
- 11 funds opened new iShares Short-Term National Muni Bond ETF positions in Q3 2015 and 10 closed out, a net change of +1 holder.
- The largest iShares Short-Term National Muni Bond ETF buyer in Q3 2015 was UBS Group, an estimated $10.2M added.
- The largest iShares Short-Term National Muni Bond ETF seller in Q3 2015 was Bank of America, an estimated $26.5M sold.
Based on aggregated 13F filings for Q3 2015.