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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
LWP
401
Legacy Wealth Planning
Nevada
$301K +$301K +2,794 New
FPCP
402
Fort Point Capital Partners
California
$299K +$300K +2,783 New
CASB
403
Cape Ann Savings Bank
Massachusetts
$297K
CFA
404
Cahill Financial Advisors
Minnesota
$295K +$13.8K +128 +5%
NDSI
405
Newman Dignan & Sheerar Inc
Rhode Island
$291K +$431 +4 +0.1%
PB
406
Pinnacle Bancorp
Nebraska
$288K +$58.7K +544 +26%
EWM
407
Endurance Wealth Management
Rhode Island
$286K -$6.36K -59 -2%
CAL
408
Capital Analysts LLC
Pennsylvania
$283K +$22.8K +211 +9%
BIA
409
Bigelow Investment Advisors
Maine
$283K +$284K +2,635 New
USCWA
410
U.S. Capital Wealth Advisors
Texas
$282K +$282K +2,619 New
HC
411
Hamilton Capital
Ohio
$280K +$281K +2,601 New
YIA
412
YHB Investment Advisors
Connecticut
$279K -$15.1K -140 -5%
BFM
413
Broadview Financial Management
Wisconsin
$279K +$23.2K +215 +9%
CFB
414
Cullen/Frost Bankers
Texas
$274K
MPWT
415
MassMutual Private Wealth & Trust
Connecticut
$272K +$58.9K +546 +28%
PA
416
Pinnacle Associates
New York
$269K -$114K -1,053 -30%
BSB
417
Bangor Savings Bank
Maine
$269K
TCA
418
Transcend Capital Advisors
New Jersey
$268K +$269K +2,495 New
FA
419
Flagstar Advisors
New York
$262K +$263K +2,435 New
SG
420
StoneX Group
New York
$260K +$7.44K +69 +3%
W
421
Wealthquest
Ohio
$258K +$11.8K +109 +5%
AWMS
422
Advocacy Wealth Management Services
Georgia
$255K
WDG
423
Wealth Dimensions Group
Ohio
$253K -$16.2K -150 -6%
GAM
424
Gemmer Asset Management
California
$252K +$324 +3 +0.1%
BBA
425
BLB&B Advisors
Pennsylvania
$249K

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.