iShares Short-Term National Muni Bond ETF
374 hedge funds and large institutions have $1.88B invested in iShares Short-Term National Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 160 increasing their positions, 69 reducing their positions, and 11 closing their positions.
691% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 11
132% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 69
38% more funds holding in top 10
Funds holding in top 10: 13 → 18 (+5)
24% more funds holding
Funds holding: 302 → 374 (+72)
15% more capital invested
Capital invested by funds: $1.63B → $1.88B (+$250M)
2.98% more ownership
Funds ownership: 65.61% → 68.59% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$29.5M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$13.8M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$12.9M |
| 4 |
WWM
Windsor Wealth Management
Indianapolis,
Indiana
|
+$10.4M |
| 5 |
ZCA
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
-$15.2M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$8.66M |
| 3 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$4.99M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.29M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.34M |
SUB Hedge Fund Activity: Q4 2019 in Review
374 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q4 2019, worth a combined $1.88B — up 15% from $1.63B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new SUB positions and 11 closed out — a net gain of 76 holders — while 160 added to existing stakes and 69 trimmed.
The largest buyer was Orgel Wealth Management, opening a new position worth an estimated $29.5M. The largest seller was Donoghue Forlines, cutting an estimated $15.2M.
- 374 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q4 2019, up from 302 in Q3 2019.
- Funds reported $1.88B of iShares Short-Term National Muni Bond ETF stock for Q4 2019, up 15% quarter-over-quarter.
- 87 funds opened new iShares Short-Term National Muni Bond ETF positions in Q4 2019 and 11 closed out, a net change of +76 holders.
- The largest iShares Short-Term National Muni Bond ETF buyer in Q4 2019 was Orgel Wealth Management, an estimated $29.5M added.
- The largest iShares Short-Term National Muni Bond ETF seller in Q4 2019 was Donoghue Forlines, an estimated $15.2M sold.
Based on aggregated 13F filings for Q4 2019.