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iShares Short-Term National Muni Bond ETF

689 hedge funds and large institutions have $6.65B invested in iShares Short-Term National Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 240 increasing their positions, 233 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 62

91% more funds holding in top 10

Funds holding in top 10: 2242 (+20)

16% more capital invested

Capital invested by funds: $5.72B → $6.65B (+$935M)

11% more funds holding

Funds holding: 621689 (+68)

3.56% more ownership

Funds ownership: 73.77%77.32% (+3.6%)

3% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 233

Holders
689
Holders Change
+68
Holders Change %
+10.95%
% of All Funds
11.61%
Holding in Top 10
42
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+90.91%
% of All Funds
0.71%
New
138
Increased
240
Reduced
233
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KL
226
KWMG LLC
Kansas
$2.52M -$462K -4,440 -16%
CPP
227
Capasso Planning Partners
South Carolina
$2.51M +$485K +4,666 +24%
Financial Engines Advisors
228
Financial Engines Advisors
California
$2.5M +$1.34M +12,897 +117%
SC
229
Slow Capital
California
$2.49M -$388K -3,732 -14%
PWA
230
Pillar Wealth Advisors
Pennsylvania
$2.46M
WFAG
231
Wescott Financial Advisory Group
Pennsylvania
$2.44M +$1.53M +14,670 +170%
AP
232
Advisor Partners
California
$2.44M +$661K +6,353 +38%
HS
233
Horan Securities
United States
$2.43M +$2.04M +19,647 +555%
MFA
234
Mayflower Financial Advisors
Massachusetts
$2.38M +$839K +8,065 +55%
WAG
235
Winthrop Advisory Group
Massachusetts
$2.36M +$104K +1,000 +5%
FA
236
FC Advisory
Pennsylvania
$2.34M +$2.32M +22,318 New
DWM
237
Dakota Wealth Management
Florida
$2.33M -$238K -2,287 -9%
EWM
238
Elmwood Wealth Management
California
$2.31M -$271K -2,600 -11%
AHC
239
Adell Harriman & Carpenter
Texas
$2.27M -$217K -2,090 -9%
ZF
240
Zhang Financial
Michigan
$2.24M +$2M +19,213 +878%
PG
241
Patten Group
Tennessee
$2.24M -$201K -1,934 -8%
AssetMark Inc
242
AssetMark Inc
California
$2.23M +$2.05M +19,721 +1,284%
AAS
243
Annex Advisory Services
Wisconsin
$2.18M +$734K +7,051 +51%
AWS
244
Arkfeld Wealth Strategies
Nebraska
$2.17M +$203K +1,950 +10%
CCG
245
Cypress Capital Group
Florida
$2.17M -$1.25M -12,040 -37%
FCA
246
FLC Capital Advisors
California
$2.15M -$14.5K -139 -0.7%
NL
247
NWAM LLC
Washington
$2.15M +$1.62M +15,564 +316%
SWA
248
Safir Wealth Advisors
New Hampshire
$2.12M -$475K -4,569 -18%
RTS
249
Round Table Services
New Jersey
$2.12M +$2.11M +20,236 New
Brown Advisory
250
Brown Advisory
Maryland
$2.11M +$2.1M +20,200 New

SUB Hedge Fund Activity: Q2 2022 in Review

689 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q2 2022, worth a combined $6.65B — up 16% from $5.72B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new SUB positions and 62 closed out — a net gain of 76 holders — while 240 added to existing stakes and 233 trimmed.

The largest buyer was Bank of America, adding an estimated $108M. The largest seller was Jane Street, cutting an estimated $214M.

  • 689 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q2 2022, up from 621 in Q1 2022.
  • Funds reported $6.65B of iShares Short-Term National Muni Bond ETF stock for Q2 2022, up 16% quarter-over-quarter.
  • 138 funds opened new iShares Short-Term National Muni Bond ETF positions in Q2 2022 and 62 closed out, a net change of +76 holders.
  • The largest iShares Short-Term National Muni Bond ETF buyer in Q2 2022 was Bank of America, an estimated $108M added.
  • The largest iShares Short-Term National Muni Bond ETF seller in Q2 2022 was Jane Street, an estimated $214M sold.

Based on aggregated 13F filings for Q2 2022.