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iShares Short-Term National Muni Bond ETF

520 hedge funds and large institutions have $4.04B invested in iShares Short-Term National Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 265 increasing their positions, 121 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 121

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

21% more capital invested

Capital invested by funds: $3.34B → $4.04B (+$703M)

3% more funds holding

Funds holding: 505520 (+15)

0.76% more ownership

Funds ownership: 65.74%66.5% (+0.76%)

Holders
520
Holders Change
+15
Holders Change %
+2.97%
% of All Funds
9.1%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.33%
New
52
Increased
265
Reduced
121
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCC
376
Hirtle Callaghan & Co
Pennsylvania
$355K
BWM
377
BCS Wealth Management
Tennessee
$352K
NFG
378
Next Financial Group
Texas
$345K +$22.5K +209 +7%
CA
379
Continuum Advisory
Idaho
$344K +$345K +3,200 New
FNT
380
First National Trust
Pennsylvania
$337K +$70.1K +650 +26%
WANY
381
Wealthspire Advisors (New York)
New York
$336K +$23.5K +218 +7%
CTFG
382
Capstone Triton Financial Group
Oklahoma
$335K
FFA
383
First Foundation Advisors
California
$333K -$102K -947 -23%
DWM
384
Destination Wealth Management
California
$333K -$91.7K -850 -22%
AL
385
ADE LLC
Maryland
$330K
CWA
386
Capital Wealth Alliance
Arizona
$329K +$10.8K +100 +3%
AFP
387
Ausdal Financial Partners
Iowa
$328K +$329K +3,053 New
GVAG
388
Great Valley Advisor Group
Delaware
$325K +$84.3K +782 +35%
MA
389
MONECO Advisors
Connecticut
$325K +$326K +3,023 New
EHC
390
Everett Harris & Co
California
$323K
Bessemer Group
391
Bessemer Group
New Jersey
$322K +$27K +250 +9%
CDIA
392
Capital Directions Investment Advisors
Georgia
$321K +$157K +1,459 +96%
GSIS
393
Global Strategic Investment Solutions
Arizona
$315K +$316K +2,926 New
GWMIA
394
Global Wealth Management Investment Advisory
Florida
$314K +$14.9K +138 +5%
CPIG
395
Chicago Partners Investment Group
Illinois
$314K +$316K +2,926 New
SFG
396
SevenBridge Financial Group
Pennsylvania
$312K +$313K +2,903 New
EWM
397
Empirical Wealth Management
Washington
$305K +$25.1K +233 +9%
CPA
398
Capital Planning Advisors
California
$303K
VIM
399
Vista Investment Management
Pennsylvania
$303K +$10.8K +100 +4%
FPW
400
Flagship Private Wealth
Massachusetts
$301K -$43.3K -401 -13%

SUB Hedge Fund Activity: Q3 2021 in Review

520 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q3 2021, worth a combined $4.04B — up 21% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SUB positions and 26 closed out — a net gain of 26 holders — while 265 added to existing stakes and 121 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $303M. The largest seller was Jane Street, cutting an estimated $19.1M.

  • 520 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q3 2021, up from 505 in Q2 2021.
  • Funds reported $4.04B of iShares Short-Term National Muni Bond ETF stock for Q3 2021, up 21% quarter-over-quarter.
  • 52 funds opened new iShares Short-Term National Muni Bond ETF positions in Q3 2021 and 26 closed out, a net change of +26 holders.
  • The largest iShares Short-Term National Muni Bond ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $303M added.
  • The largest iShares Short-Term National Muni Bond ETF seller in Q3 2021 was Jane Street, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2021.