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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
EH
426
Equitable Holdings
New York
$612K -$1.41M -13,582 -70%
SIC
427
Sigma Investment Counselors
Michigan
$605K -$967K -9,293 -62%
BWP
428
BSW Wealth Partners
Colorado
$603K +$599K +5,758 New
BWP
429
Bernardo Wealth Planning
Pennsylvania
$593K -$16.2K -156 -3%
AAS
430
Avantax Advisory Services
Texas
$592K +$220K +2,114 +60%
HI
431
Harbour Investments
Wisconsin
$588K +$584K +5,614 New
VIM
432
Vista Investment Management
Pennsylvania
$582K -$50.8K -488 -8%
CM
433
Columbus Macro
Pennsylvania
$582K -$34.1K -328 -6%
AA
434
Advisory Alpha
Michigan
$580K -$425K -4,082 -42%
WFPG
435
Waller Financial Planning Group
Ohio
$572K -$647K -6,217 -53%
HNB
436
Huntington National Bank
Ohio
$570K
UL
437
Unionview LLC
Washington
$570K +$567K +5,449 New
CWS
438
Cypress Wealth Services
California
$568K +$5.1K +49 +0.9%
BFA
439
Beacon Financial Advisory
Ohio
$556K +$312 +3 +0.1%
HWM
440
Hohimer Wealth Management
Washington
$553K +$344K +3,309 +168%
CISOA
441
Capital Investment Services of America
Wisconsin
$550K
RTC
442
Riverview Trust Company
Washington
$550K
AWA
443
Aletheian Wealth Advisors
Washington
$548K +$30.7K +295 +6%
T
444
TNF
Montana
$547K +$69.5K +668 +15%
FM
445
Foster & Motley
Ohio
$543K +$36.3K +349 +7%
FWP
446
Firethorn Wealth Partners
Georgia
$537K +$157K +1,512 +42%
CWM
447
Chesapeake Wealth Management
Virginia
$535K +$156K +1,500 +42%
ACM
448
Antonetti Capital Management
Florida
$534K -$93.4K -898 -15%
MWM
449
MorganRosel Wealth Management
Colorado
$528K +$525K +5,047 New
PWM
450
PBMares Wealth Management
Virginia
$519K +$46.3K +445 +10%

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.