iShares Short-Term National Muni Bond ETF
302 hedge funds and large institutions have $1.63B invested in iShares Short-Term National Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 116 increasing their positions, 86 reducing their positions, and 19 closing their positions.
47% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 19
35% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 86
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
3% more funds holding
Funds holding: 294 → 302 (+8)
5% more capital invested
Capital invested by funds: $1.55B → $1.63B (+$75M)
0.19% less ownership
Funds ownership: 65.8% → 65.61% (-0.19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$15.3M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
+$13.7M |
| 3 |
EI
Ellevest Inc
New York
|
+$13.2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$11M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$9.61M |
| 2 |
Jane Street
New York
|
-$8.86M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$6.57M |
| 4 |
Citigroup
New York
|
-$5.69M |
| 5 |
Renaissance Technologies
New York
|
-$4.12M |
SUB Hedge Fund Activity: Q3 2019 in Review
302 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q3 2019, worth a combined $1.63B — up 4.8% from $1.55B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new SUB positions and 19 closed out — a net gain of 9 holders — while 116 added to existing stakes and 86 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $15.3M. The largest seller was Principal Financial Group, cutting an estimated $9.61M.
- 302 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q3 2019, up from 294 in Q2 2019.
- Funds reported $1.63B of iShares Short-Term National Muni Bond ETF stock for Q3 2019, up 4.8% quarter-over-quarter.
- 28 funds opened new iShares Short-Term National Muni Bond ETF positions in Q3 2019 and 19 closed out, a net change of +9 holders.
- The largest iShares Short-Term National Muni Bond ETF buyer in Q3 2019 was Karpus Investment Management, an estimated $15.3M added.
- The largest iShares Short-Term National Muni Bond ETF seller in Q3 2019 was Principal Financial Group, an estimated $9.61M sold.
Based on aggregated 13F filings for Q3 2019.