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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
FHA
251
First Horizon Advisors
Tennessee
$2.04M +$665K +6,389 +49%
BSA
252
Bull Street Advisors
Georgia
$2.03M
SPC
253
Sigma Planning Corp
Michigan
$2.03M +$210K +2,014 +12%
RWP
254
RWA Wealth Partners
Massachusetts
$2.03M +$2.01M +19,361 New
FAT
255
First American Trust
California
$2M +$1.21M +11,588 +154%
ML
256
McAdam LLC
Pennsylvania
$1.99M -$183K -1,762 -8%
MIA
257
MainStreet Investment Advisors
Illinois
$1.99M -$9.68K -93 -0.5%
MCWS
258
McKinley Carter Wealth Services
West Virginia
$1.96M -$1.74M -16,709 -47%
WPC
259
Wedmont Private Capital
Pennsylvania
$1.94M +$1.93M +18,563 New
SFG
260
Sunburst Financial Group
Alabama
$1.92M +$1.91M +18,381 New
BCM
261
Boltwood Capital Management
California
$1.9M +$506K +4,860 +37%
ERIC
262
Eagle Rock Investment Company
Georgia
$1.9M -$3.7M -35,590 -66%
VPIM
263
Vanguard Personalized Indexing Management
California
$1.86M +$1.85M +17,743 New
GSWM
264
Greenup Street Wealth Management
Michigan
$1.83M +$239K +2,298 +15%
Wealth Enhancement Advisory Services
265
Wealth Enhancement Advisory Services
Minnesota
$1.8M +$330K +3,168 +23%
LPT
266
Legacy Private Trust
Wisconsin
$1.79M
NAM
267
NorthCrest Asset Manangement
Minnesota
$1.76M +$1.75M +16,804 New
WC
268
Wealth CMT
New Jersey
$1.76M +$567K +5,454 +48%
TPCW
269
TD Private Client Wealth
New York
$1.73M -$278K -2,668 -14%
MCM
270
Mattern Capital Management
Colorado
$1.72M +$1.71M +16,420 New
AFG
271
Allegheny Financial Group
Pennsylvania
$1.71M +$492K +4,726 +41%
MWM
272
McNaughton Wealth Management
California
$1.7M +$2.81K +27 +0.2%
VA
273
Valmark Advisers
Ohio
$1.69M -$284K -2,732 -14%
CIA
274
Capital Investment Advisors
Georgia
$1.69M -$119K -1,140 -7%
GIM
275
Greenwich Investment Management
Connecticut
$1.67M -$251K -2,409 -13%

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.