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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
AF
376
Apexium Financial
Texas
$919K +$637K +6,120 +230%
FMP
377
Financial Management Professionals
Texas
$913K -$231K -2,225 -20%
UB
378
UMB Bank
Missouri
$913K -$9.57K -92 -1%
FF
379
FourThought Financial
Florida
$902K +$897K +8,620 New
WWM
380
WJ Wealth Management
Arizona
$885K +$879K +8,447 New
IPW
381
Intergy Private Wealth
Colorado
$884K +$878K +8,442 New
Principal Financial Group
382
Principal Financial Group
Iowa
$877K -$4.16M -40,000 -83%
AWA
383
Archvest Wealth Advisors
California
$867K -$4.89K -47 -0.6%
SWP
384
Strategic Wealth Partners
Ohio
$854K -$267K -2,567 -24%
CA
385
Continuum Advisory
Idaho
$853K +$293K +2,816 +53%
KWS
386
Keystone Wealth Services
California
$847K +$125K +1,206 +18%
DAS
387
Dynamic Advisor Solutions
Arizona
$844K +$496K +4,767 +145%
SWP
388
Summit Wealth Partners
Florida
$832K +$827K +7,952 New
Betterment LLC
389
Betterment LLC
New York
$830K -$112K -1,077 -12%
IA
390
IFG Advisory
Georgia
$829K -$151K -1,456 -16%
EWA
391
EverSource Wealth Advisors
Alabama
$827K +$202K +1,944 +33%
GIA
392
Goodwin Investment Advisory
Georgia
$823K -$224K -2,153 -21%
ACP
393
Aviance Capital Partners
Florida
$799K +$2.39K +23 +0.3%
AIP
394
Ameritas Investment Partners
Nebraska
$796K +$25.2K +242 +3%
AIA
395
Armor Investment Advisors
North Carolina
$790K -$31.3K -301 -4%
CCMD
396
Cypress Capital Management (Delaware)
Delaware
$785K
KWM
397
Kingsview Wealth Management
Oregon
$763K +$58.9K +566 +8%
WT
398
Whittier Trust
California
$762K
Fifth Third Bancorp
399
Fifth Third Bancorp
Ohio
$755K +$23.5K +226 +3%
HPWM
400
Highland Private Wealth Management
Washington
$750K -$74.5K -716 -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.