iShares Short-Term National Muni Bond ETF
507 hedge funds and large institutions have $2.92B invested in iShares Short-Term National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 218 increasing their positions, 130 reducing their positions, and 27 closing their positions.
130% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 27
68% more repeat investments, than reductions
Existing positions increased: 218 | Existing positions reduced: 130
29% more funds holding in top 10
Funds holding in top 10: 14 → 18 (+4)
13% more capital invested
Capital invested by funds: $2.59B → $2.92B (+$337M)
7% more funds holding
Funds holding: 473 → 507 (+34)
0.08% more ownership
Funds ownership: 64.09% → 64.17% (+0.08%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$58.8M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$29.9M |
| 3 |
BlackRock
New York
|
+$26.1M |
| 4 |
Jane Street
New York
|
+$25.5M |
| 5 |
Morgan Stanley
New York
|
+$21.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$65.1M |
| 2 |
JP Morgan Chase
New York
|
-$12.3M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$9.92M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$8.17M |
| 5 |
WWM
Windsor Wealth Management
Indianapolis,
Indiana
|
-$7.12M |
SUB Hedge Fund Activity: Q1 2021 in Review
507 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q1 2021, worth a combined $2.92B — up 13% from $2.59B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new SUB positions and 27 closed out — a net gain of 35 holders — while 218 added to existing stakes and 130 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $58.8M. The largest seller was Raymond James & Associates, cutting an estimated $65.1M.
- 507 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q1 2021, up from 473 in Q4 2020.
- Funds reported $2.92B of iShares Short-Term National Muni Bond ETF stock for Q1 2021, up 13% quarter-over-quarter.
- 62 funds opened new iShares Short-Term National Muni Bond ETF positions in Q1 2021 and 27 closed out, a net change of +35 holders.
- The largest iShares Short-Term National Muni Bond ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $58.8M added.
- The largest iShares Short-Term National Muni Bond ETF seller in Q1 2021 was Raymond James & Associates, an estimated $65.1M sold.
Based on aggregated 13F filings for Q1 2021.