iShares Short-Term National Muni Bond ETF
423 hedge funds and large institutions have $2.47B invested in iShares Short-Term National Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 185 increasing their positions, 107 reducing their positions, and 24 closing their positions.
117% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 24
73% more repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 107
12% more capital invested
Capital invested by funds: $2.21B → $2.47B (+$257M)
6% more funds holding
Funds holding: 400 → 423 (+23)
0.54% less ownership
Funds ownership: 66.24% → 65.7% (-0.54%)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $554K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$62.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$45M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$19.3M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$18.9M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$18.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$38.2M |
| 2 |
AssetMark Inc
Concord,
California
|
-$21M |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$13.4M |
| 4 |
Jane Street
New York
|
-$8.81M |
| 5 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
-$8.51M |
SUB Hedge Fund Activity: Q3 2020 in Review
423 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q3 2020, worth a combined $2.47B — up 12% from $2.21B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new SUB positions and 24 closed out — a net gain of 28 holders — while 185 added to existing stakes and 107 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $62.7M. The largest seller was Morgan Stanley, cutting an estimated $38.2M.
- 423 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q3 2020, up from 400 in Q2 2020.
- Funds reported $2.47B of iShares Short-Term National Muni Bond ETF stock for Q3 2020, up 12% quarter-over-quarter.
- 52 funds opened new iShares Short-Term National Muni Bond ETF positions in Q3 2020 and 24 closed out, a net change of +28 holders.
- The largest iShares Short-Term National Muni Bond ETF buyer in Q3 2020 was Bank of New York Mellon, an estimated $62.7M added.
- The largest iShares Short-Term National Muni Bond ETF seller in Q3 2020 was Morgan Stanley, an estimated $38.2M sold.
Based on aggregated 13F filings for Q3 2020.