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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
CCM
576
Coldstream Capital Management
Washington
$241K +$239K +2,298 New
BIA
577
Bigelow Investment Advisors
Maine
$240K -$28.9K -278 -11%
AWG
578
Altus Wealth Group
Colorado
$240K +$232K +2,231 New
PIM
579
Provident Investment Management
Michigan
$240K +$239K +2,300 New
RF
580
RHS Financial
California
$239K -$16.8K -161 -7%
PFGIA
581
Patriot Financial Group Insurance Agency
Massachusetts
$235K -$140K -1,345 -37%
MPW
582
Melone Private Wealth
Michigan
$235K +$208 +2 +0.1%
SFA
583
Sequoia Financial Advisors
Ohio
$232K +$230K +2,212 New
WMA
584
West Michigan Advisors
Michigan
$232K +$230K +2,212 New
IA
585
IAM Advisory
Pennsylvania
$230K +$229K +2,197 New
LWM
586
Lyell Wealth Management
California
$228K +$226K +2,175 New
BSWM
587
Boston Standard Wealth Management
Massachusetts
$227K +$225K +2,166 New
BAM
588
Belpointe Asset Management
Nevada
$226K +$224K +2,155 New
RRC
589
Relaxing Retirement Coach
Massachusetts
$225K -$303K -2,911 -58%
RWP
590
Ridgecrest Wealth Partners
California
$223K -$296K -2,845 -57%
AAS
591
Ameritas Advisory Services
Nebraska
$220K +$19K +183 +10%
RWI
592
Red Wave Investments
Pennsylvania
$219K
PA
593
Pinnacle Associates
New York
$215K -$31.2K -300 -13%
HWA
594
HCR Wealth Advisors
California
$215K +$213K +2,050 New
GP
595
Girard Partners
Pennsylvania
$213K -$26K -250 -11%
ICG
596
InterOcean Capital Group
Tennessee
$213K +$212K +2,038 New
GI
597
Gradient Investments
Minnesota
$212K -$120K -1,150 -36%
FRA
598
Frank Rimerman Advisors
California
$211K
MA
599
MONECO Advisors
Connecticut
$211K -$16.2K -156 -7%
MPWT
600
MassMutual Private Wealth & Trust
Connecticut
$211K -$16.1K -155 -7%

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.