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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
W
601
Wealthquest
Ohio
$210K -$34.5K -332 -14%
SMA
602
Sage Mountain Advisors
Georgia
$209K
SVWAG
603
Sound View Wealth Advisors Group
Georgia
$209K
RF
604
Resolute Financial
Massachusetts
$208K +$207K +1,985 New
WCA
605
Westover Capital Advisors
Delaware
$207K -$1.04K -10 -0.5%
WWP
606
WR Wealth Planners
Missouri
$204K -$2.39K -23 -1%
CPSC
607
Carl P. Sherr & Co
Massachusetts
$202K
TFA
608
Tobias Financial Advisors
Florida
$201K +$200K +1,918 New
GWM
609
Geneos Wealth Management
Colorado
$195K -$28.7K -276 -13%
SAM
610
S.A. Mason
Michigan
$188K
CF
611
Centaurus Financial
California
$186K +$12.6K +121 +7%
CMBA
612
C.M. Bidwell & Associates
Hawaii
$185K +$89.5K +860 +95%
AWM
613
Accel Wealth Management
Iowa
$178K
FPS
614
Fieldpoint Private Securities
Connecticut
$178K
TCOV
615
Trust Company of Vermont
Vermont
$167K +$166K +1,600 New
QCG
616
Quadrant Capital Group
Ohio
$159K +$208 +2 +0.1%
OIA
617
Optimum Investment Advisors
Illinois
$157K
First Manhattan
618
First Manhattan
New York
$157K +$156K +1,500 New
TFS
619
TrustCore Financial Services
Tennessee
$155K +$104K +1,000 +208%
BWM
620
Baystate Wealth Management
Massachusetts
$148K +$143K +1,370 +3,425%
CHA
621
Carmichael Hill & Associates
Maryland
$141K
BWA
622
BDO Wealth Advisors
Florida
$136K
TCWA
623
Ten Capital Wealth Advisors
Washington
$130K
SMG
624
Spectrum Management Group
Indiana
$130K +$51.2K +492 +66%
PP
625
Pacifica Partners
Canada
$128K +$87.9K +845 +235%

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.