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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
LA
451
LexAurum Advisors
Kansas
$516K +$305K +2,935 +147%
PWM
452
Perigon Wealth Management
California
$515K -$1.92M -18,457 -79%
GIA
453
Gladstone Institutional Advisory
Florida
$515K -$664K -6,380 -56%
LGWM
454
Litman Gregory Wealth Management
California
$514K +$511K +4,914 New
CGFA
455
Colton Groome Financial Advisors
North Carolina
$509K -$324K -3,115 -39%
HSWM
456
Hubbell Strickland Wealth Management
Louisiana
$506K -$104 -1 -0%
JCM
457
Jacobsen Capital Management
Utah
$500K +$936 +9 +0.2%
SFMG
458
Sage Financial Management Group
Virginia
$500K +$497K +4,778 New
MLA
459
My Legacy Advisors
Oregon
$498K -$4.06K -39 -0.8%
COCM
460
Charter Oak Capital Management
New Hampshire
$496K +$493K +4,743 New
IGWM
461
ICA Group Wealth Management
Colorado
$495K +$273K +2,627 +124%
FVWA
462
Foster Victor Wealth Advisors
South Carolina
$494K -$85.1K -818 -15%
RA
463
Riversedge Advisors
Delaware
$490K -$328K -3,154 -40%
SSW
464
Stone Summit Wealth
Florida
$487K -$335K -3,218 -41%
RA
465
RFG Advisory
Alabama
$484K +$479K +4,608 New
AWM
466
Axxcess Wealth Management
California
$484K +$482K +4,628 New
FAIM
467
Financial Advocates Investment Management
Washington
$482K -$160K -1,536 -25%
SIM
468
Stratos Investment Management
Ohio
$480K -$9.36K -90 -2%
GLLW
469
Graves Light Lenhart Wealth
Virginia
$479K -$104 -1 -0%
DI
470
Disciplined Investments
Oklahoma
$474K -$111K -1,063 -19%
JWCA
471
J.W. Cole Advisors
Florida
$474K -$9.88K -95 -2%
TIA
472
Traphagen Investment Advisors
New Jersey
$473K -$7.8K -75 -2%
RIM
473
Rockbridge Investment Management
New York
$471K -$55.2K -531 -11%
KeyBank National Association
474
KeyBank National Association
Ohio
$468K
MWM
475
Mattern Wealth Management
Kansas
$467K -$26K -250 -5%

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.