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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
RWA
326
RGT Wealth Advisors
Texas
$1.23M -$1.19M -11,424 -49%
CFD
327
Creative Financial Designs
Indiana
$1.23M +$1.19M +11,390 +3,571%
BFM
328
Broadview Financial Management
Wisconsin
$1.22M -$457K -4,394 -27%
FSWA
329
Financial Synergies Wealth Advisors
Texas
$1.22M +$1.21M +11,641 New
WCFA
330
Walkner Condon Financial Advisors
Wisconsin
$1.22M -$77.6K -746 -6%
CCFCSB
331
Cape Cod Five Cents Savings Bank
Massachusetts
$1.22M +$1.21M +11,609 New
BF
332
Brooklyn FI
New York
$1.21M -$1.94M -18,647 -76%
WTC
333
WhitTier Trust Company
Nevada
$1.2M
OPWM
334
Oakwell Private Wealth Management
Texas
$1.18M -$68.6K -659 -6%
BFG
335
Beacon Financial Group
Texas
$1.17M
HTC
336
Haverford Trust Company
Pennsylvania
$1.17M +$35.1K +337 +3%
RCAG
337
Rehmann Capital Advisory Group
Michigan
$1.16M -$150K -1,439 -11%
RFP
338
Roth Financial Partners
Texas
$1.16M +$1.15M +11,054 New
MA
339
Montag & Associates
Georgia
$1.15M -$906K -8,712 -44%
SWA
340
Stratos Wealth Advisors
Ohio
$1.15M +$362K +3,480 +47%
CL
341
CPWM LLC
Washington
$1.14M +$588K +5,655 +108%
HCM
342
Highview Capital Management
Illinois
$1.14M +$1.13M +10,877 New
AWAG
343
ARS Wealth Advisors Group
Florida
$1.12M
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$1.11M +$923K +8,869 +501%
B
345
Bailard
California
$1.11M +$1.11M +10,625 New
BAAM
346
Baker Avenue Asset Management
California
$1.11M +$1.1M +10,585 New
EK
347
Evensky & Katz
Florida
$1.1M +$1.1M +10,557 New
MHR
348
Matthew Hamilton Rosenberg
$1.1M +$817K +7,848 +300%
FFA
349
Fragasso Financial Advisors
Pennsylvania
$1.09M -$117K -1,122 -10%
ECM
350
Exchange Capital Management
Michigan
$1.09M +$87K +836 +9%

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.