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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
RC
551
RegentAtlantic Capital
New Jersey
$281K +$279K +2,683 New
KL
552
KilterHowling LLC
Colorado
$279K -$48.2K -463 -15%
EWM
553
Endurance Wealth Management
Rhode Island
$279K
PPW
554
Pinnacle Private Wealth
Massachusetts
$278K -$20.8K -200 -7%
FCIM
555
Fairview Capital Investment Management
California
$274K -$2.58M -24,825 -90%
PCM
556
Parsons Capital Management
Rhode Island
$272K -$41.6K -400 -13%
RB
557
Renasant Bank
Mississippi
$270K -$81.7K -785 -23%
T
558
TRUADVICE
Florida
$269K +$44.8K +431 +20%
BDF
559
Black Diamond Financial
Maryland
$267K +$265K +2,547 New
AWMS
560
Advocacy Wealth Management Services
Georgia
$266K +$71.5K +687 +37%
CFA
561
Cahill Financial Advisors
Minnesota
$265K +$16.2K +156 +7%
QC
562
Quent Capital
New York
$262K -$40.1K -385 -13%
BBHC
563
Brown Brothers Harriman & Co
New York
$262K
NL
564
Navalign LLC
California
$261K -$6.08M -58,468 -96%
DWM
565
Doyle Wealth Management
Florida
$261K +$259K +2,491 New
SAF
566
Smith Anglin Financial
Texas
$259K +$416 +4 +0.2%
BSB
567
Bangor Savings Bank
Maine
$257K
LB
568
Leo Brokerage
Texas
$254K -$640K -6,153 -72%
SCA
569
Spearhead Capital Advisors
Florida
$252K +$251K +2,412 New
WWMSC
570
Wagner Wealth Management (South Carolina)
South Carolina
$251K -$248K -2,387 -50%
GL
571
Graypoint LLC
New York
$248K +$246K +2,365 New
BFO
572
Boston Family Office
Massachusetts
$247K +$246K +2,360 New
WDG
573
Wealth Dimensions Group
Ohio
$246K
WC
574
Whitney & Co
New York
$246K +$8.32K +80 +4%
CSWM
575
Cassady Schiller Wealth Management
Ohio
$245K +$244K +2,343 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.