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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
PB
401
Pinnacle Bancorp
Nebraska
$749K +$304K +2,918 +69%
WA
402
Wealth Architects
California
$744K +$41.8K +402 +6%
FC
403
FCA Corp
Texas
$743K -$18.3K -176 -2%
FT
404
Fiduciary Trust
Massachusetts
$733K +$728K +7,000 New
Bessemer Group
405
Bessemer Group
New Jersey
$722K +$432K +4,155 +151%
LWP
406
Lumature Wealth Partners
Georgia
$720K -$176K -1,692 -20%
SCG
407
Sonata Capital Group
Washington
$710K
TCA
408
Transcend Capital Advisors
New Jersey
$708K +$79.9K +768 +13%
ACS
409
Archford Capital Strategies
Illinois
$706K +$53.4K +513 +8%
GVAG
410
Great Valley Advisor Group
Delaware
$704K -$255K -2,449 -27%
IC
411
IEQ Capital
California
$703K +$699K +6,717 New
Franklin Resources
412
Franklin Resources
California
$702K -$204K -1,965 -23%
DIA
413
Dean Investment Associates
Ohio
$696K
CI
414
CX Institutional
Indiana
$685K +$681K +6,548 New
SB
415
Strategic Blueprint
Georgia
$684K +$17.1K +164 +3%
MWP
416
Madison Wealth Partners
Wisconsin
$673K -$564K -5,416 -46%
VWM
417
Venturi Wealth Management
Texas
$671K -$186K -1,791 -22%
IC
418
Inscription Capital
Texas
$669K -$30.9K -297 -4%
CCG
419
Chatham Capital Group
Georgia
$665K +$661K +6,350 New
RPCA
420
Running Point Capital Advisors
California
$664K +$307K +2,953 +87%
AWM
421
Avitas Wealth Management
California
$651K +$7.08K +68 +1%
LW
422
Libra Wealth
California
$647K +$643K +6,177 New
IAA
423
Ironsides Asset Advisors
North Carolina
$638K
HCA
424
Harbour Capital Advisors
Virginia
$624K +$156K +1,500 +34%
RCA
425
Resonant Capital Advisors
Wisconsin
$623K +$619K +5,950 New

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.