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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
PFBT
651
Parkside Financial Bank & Trust
Missouri
$51K +$19.8K +190 +63%
SAM
652
Strategic Asset Management
Minnesota
$49K +$104 +1 +0.2%
SWM
653
Sugarloaf Wealth Management
Georgia
$48K
TFGT
654
TS Financial Group (TSFG)
Illinois
$48K
MWM
655
Mascoma Wealth Management
New Hampshire
$47K +$46.8K +450 New
GRP
656
Global Retirement Partners
California
$44K -$728 -7 -2%
SIAP
657
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$42K
KSWA
658
Kathleen S. Wright Associates
Pennsylvania
$42K +$14.9K +143 +55%
MCC
659
Money Concepts Capital
Florida
$37K -$52K -500 -59%
Lazard Asset Management
660
Lazard Asset Management
New York
$36K
PFS
661
Prospera Financial Services
Texas
$35K
PTC
662
Private Trust Company
Ohio
$35K +$34.8K +334 New
HR
663
Howe & Rusling
New York
$35K +$35.3K +339 New
IFAM
664
Institutional & Family Asset Management
Colorado
$31K
VNA
665
Valley National Advisers
Pennsylvania
$31K
CB
666
CNB Bank
Pennsylvania
$27K -$250K -2,400 -90%
GA
667
GoalVest Advisory
New York
$25K
CFN
668
Cordasco Financial Network
Florida
$21K +$20.8K +200 New
SCA
669
Stonebridge Capital Advisors
Minnesota
$20K
BWP
670
Baldwin Wealth Partners
Massachusetts
$19K
FCMT
671
Founders Capital Management (Texas)
Texas
$18K +$17.7K +170 New
LFA
672
Level Financial Advisors
New York
$16K -$208 -2 -1%
AWM
673
Avior Wealth Management
Nebraska
$16K
CWA
674
Clearview Wealth Advisors
Oregon
$16K
HIA
675
Harbor Investment Advisory
Maryland
$16K +$5.51K +53 +51%

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.