iShares Short-Term National Muni Bond ETF
228 hedge funds and large institutions have $1B invested in iShares Short-Term National Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 81 increasing their positions, 67 reducing their positions, and 17 closing their positions.
65% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 17
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
21% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 67
5% more funds holding
Funds holding: 218 → 228 (+10)
3% more capital invested
Capital invested by funds: $977M → $1B (+$27.1M)
0.32% less ownership
Funds ownership: 62.14% → 61.82% (-0.32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$12.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.07M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.28M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$4.14M |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
+$3.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$7.47M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.66M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.8M |
| 4 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$1.48M |
| 5 |
Renaissance Technologies
New York
|
-$1.3M |
SUB Hedge Fund Activity: Q3 2018 in Review
228 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q3 2018, worth a combined $1B — up 2.8% from $977M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new SUB positions and 17 closed out — a net gain of 11 holders — while 81 added to existing stakes and 67 trimmed.
The largest buyer was SEI Investments, adding an estimated $12.4M. The largest seller was Bank of America, cutting an estimated $7.47M.
- 228 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q3 2018, up from 218 in Q2 2018.
- Funds reported $1B of iShares Short-Term National Muni Bond ETF stock for Q3 2018, up 2.8% quarter-over-quarter.
- 28 funds opened new iShares Short-Term National Muni Bond ETF positions in Q3 2018 and 17 closed out, a net change of +11 holders.
- The largest iShares Short-Term National Muni Bond ETF buyer in Q3 2018 was SEI Investments, an estimated $12.4M added.
- The largest iShares Short-Term National Muni Bond ETF seller in Q3 2018 was Bank of America, an estimated $7.47M sold.
Based on aggregated 13F filings for Q3 2018.