We are live on ! Find out more
SUB icon

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
HWMA
676
Heritage Wealth Management (Arizona)
Arizona
$15.9K
Northern Trust
677
Northern Trust
Illinois
$13K -$7.91K -76 -0.6%
HI
678
Hendershot Investments
Virginia
$13K
FCA
679
FinTrust Capital Advisors
South Carolina
$13K +$13.1K +126 New
WBC
680
West Branch Capital
Massachusetts
$11K +$104 +1 +1%
TIM
681
Tortoise Investment Management
New York
$10K -$29.1K -280 -74%
FA
682
Faithward Advisors
Pennsylvania
$9K -$2.81K -27 -24%
IFA
683
Interactive Financial Advisors
Illinois
$8K -$208 -2 -3%
BW
684
Bison Wealth
Georgia
$8K
VCM
685
Viewpoint Capital Management
Washington
$5K
Qube Research & Technologies (QRT)
686
Qube Research & Technologies (QRT)
United Kingdom
$4K
AR
687
Apeiron RIA
Texas
$3.79K +$873K +8,389 +185%
C
688
Covestor
United Kingdom
$3K -$5.51K -53 -65%
AF
689
Advisornet Financial
Minnesota
$3K
ODG
690
O'Dell Group
Ohio
$3K
HWA
691
HHM Wealth Advisors
Tennessee
$2K
IAIM
692
International Assets Investment Management
Florida
$378 +$376K +3,613 New
EAM
693
Eagle Asset Management
Florida
-$46.2M -442,159 Closed
5L
694
55I LLC
Massachusetts
-$12.8M -122,550 Closed
ACA
695
Ackerman Capital Advisors
Texas
-$12.7M -121,627 Closed
PCA
696
Pallas Capital Advisors
Massachusetts
-$8.74M -84,396 Closed
FTUS
697
Flow Traders U.S.
New York
-$4.18M -39,928 Closed
FA
698
Fortis Advisors
Pennsylvania
-$3.9M -37,289 Closed
AWM
699
Aries Wealth Management
Maine
-$2.64M -25,275 Closed
PI
700
PFS Investments
Georgia
-$2.44M -23,346 Closed

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.