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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
GT
301
Glenview Trust
Kentucky
$1.42M -$48.2K -463 -3%
LFG
302
Lockerman Financial Group
California
$1.42M +$1.41M +13,550 New
JSA
303
Jacobson & Schmitt Advisors
Wisconsin
$1.42M +$1.41M +13,517 New
SAM
304
SP Asset Management
California
$1.41M +$1.04K +10 +0.1%
TB
305
Treynor Bancshares
Iowa
$1.4M -$4.68K -45 -0.3%
PS
306
Portfolio Solutions
Michigan
$1.4M +$944K +9,077 +211%
BF
307
BOK Financial
Oklahoma
$1.4M -$344K -3,308 -20%
BIA
308
Bell Investment Advisors
California
$1.39M +$1.38M +13,238 New
GPA
309
Guidance Point Advisors
Massachusetts
$1.38M +$210K +2,022 +18%
BAMG
310
Brand Asset Management Group
Missouri
$1.37M +$1.37M +13,126 New
OAP
311
One Advisory Partners
Kansas
$1.36M +$205K +1,971 +18%
MA
312
MUFG Americas
New York
$1.36M +$151K +1,450 +13%
CPIG
313
Chicago Partners Investment Group
Illinois
$1.36M +$1M +9,627 +296%
TC
314
TAGStone Capital
North Carolina
$1.31M +$1.3M +12,515 New
IWC
315
Integrated Wealth Concepts
Massachusetts
$1.28M -$709K -6,819 -36%
DWT
316
Dorsey & Whitney Trust
South Dakota
$1.28M -$37.2K -358 -3%
CTA
317
Chesley Taft & Associates
Illinois
$1.27M +$401K +3,850 +46%
OWM
318
Orgel Wealth Management
Wisconsin
$1.27M +$678K +6,521 +116%
CAM
319
Cresset Asset Management
Illinois
$1.26M -$265K -2,543 -10%
VAS
320
Vestmark Advisory Solutions
Massachusetts
$1.25M +$254K +2,445 +26%
FCBT
321
First Citizens Bank & Trust
North Carolina
$1.24M +$1.24M +11,879 New
CPW
322
Catalyst Private Wealth
California
$1.24M
SBL
323
Sargent Bickham Lagudis
Colorado
$1.24M
FAFN
324
First Affirmative Financial Network
Colorado
$1.24M -$38.5K -370 -3%
RWP
325
Revolve Wealth Partners
New Jersey
$1.23M +$807K +7,757 +192%

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.