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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
RA
626
Rise Advisors
New York
$123K +$208 +2 +0.2%
CFB
627
Cullen/Frost Bankers
Texas
$122K +$7.18K +69 +6%
CQS
628
Credential Qtrade Securities
$122K -$1.98K -19 -2%
MWC
629
MBM Wealth Consultants
Missouri
$113K +$112K +1,080 New
FWP
630
FAS Wealth Partners
Kansas
$108K -$98.4K -946 -48%
AA
631
AlphaMark Advisors
Kentucky
$107K +$59.7K +574 +128%
WTA
632
Washington Trust Advisors
Massachusetts
$99K
VVP
633
Venture Visionary Partners
Ohio
$97K +$96.4K +927 New
SC
634
SouthState Corp
Florida
$91K
BSWA
635
Bromfield Sneider Wealth Advisors
Massachusetts
$88K +$87.9K +845 New
S
636
SignatureFD
Georgia
$87K +$86.4K +830 New
Fidelity Investments
637
Fidelity Investments
Massachusetts
$79K -$356K -3,425 -82%
CWC
638
Carolinas Wealth Consulting
North Carolina
$74K +$104 +1 +0.1%
IWMA
639
Ironwood Wealth Management (Arizona)
Arizona
$73K -$1.78M -17,094 -96%
CIAS
640
Capital Investment Advisory Services
North Carolina
$73K
CAL
641
Capital Analysts LLC
Pennsylvania
$69K -$240K -2,311 -78%
PA
642
Parallel Advisors
California
$68K -$432K -4,152 -86%
CWP
643
Concord Wealth Partners
Virginia
$63K +$104 +1 +0.2%
BC
644
Bartlett & Co
Ohio
$63K +$62.4K +600 New
BCWM
645
Bartlett & Co Wealth Management
Ohio
$62.8K +$62.4K +600 New
MFC
646
Morris Financial Concepts
South Carolina
$62K -$92K -884 -60%
RBC
647
Roble Belko & Company
Pennsylvania
$60K +$41.1K +395 +217%
Bank of Montreal
648
Bank of Montreal
Ontario, Canada
$52.9K +$17.5M +168,588 +50%
AWM
649
AllSquare Wealth Management
New York
$52K
CBT
650
Central Bank & Trust
Kentucky
$52K +$52.1K +501 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.