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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
AWM
276
AE Wealth Management
Kansas
$1.66M +$99.1K +952 +6%
PCMC
277
Private Capital Management (Colorado)
Colorado
$1.63M
USGIU
278
U.S. Global Investors (USGI)
Texas
$1.62M
AG
279
Ascent Group
Virginia
$1.62M +$1.6M +15,337 New
RWM
280
Rockwood Wealth Management
Pennsylvania
$1.61M +$1.32M +12,689 +479%
IMA
281
Investment Management Associates
Colorado
$1.59M
NFP
282
Narus Financial Partners
Utah
$1.59M -$959K -9,214 -38%
CFGS
283
Concourse Financial Group Securities
Alabama
$1.56M -$211K -2,027 -12%
EVM
284
Eaton Vance Management
Massachusetts
$1.55M -$24.4M -234,090 -94%
WP
285
WealthShield Partners
North Carolina
$1.52M -$46.8K -450 -3%
EFG
286
Everhart Financial Group
Ohio
$1.51M +$90.9K +874 +6%
PWA
287
Physician Wealth Advisors
Utah
$1.51M -$206K -1,976 -12%
BDWCC
288
B&D White Capital Company
Texas
$1.49M +$1.48M +14,240 New
JWA
289
JFS Wealth Advisors
Pennsylvania
$1.49M +$1.45M +13,968 +5,678%
MA
290
Mutual Advisors
Nebraska
$1.48M +$593K +5,700 +68%
CFGF
291
Compass Financial Group (Florida)
Florida
$1.48M +$1.05M +10,051 +248%
ZIM
292
Zacks Investment Management
Illinois
$1.45M -$929K -8,932 -39%
EFS
293
Econ Financial Services
Pennsylvania
$1.45M -$1.42M -13,658 -50%
DBT
294
Dubuque Bank & Trust
Iowa
$1.44M -$359K -3,449 -20%
ML
295
Mayport LLC
Massachusetts
$1.44M
FNT
296
First National Trust
Pennsylvania
$1.43M +$462K +4,437 +48%
CA
297
Cetera Advisors
Colorado
$1.43M +$101K +974 +8%
OGF
298
Orin Green Financial
California
$1.43M +$1.2M +11,504 +534%
USAA
299
United Services Automobile Association
Texas
$1.43M -$13.5K -130 -0.9%
WS
300
Wedbush Securities
California
$1.43M -$4.46M -42,872 -76%

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.