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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
MIAN
701
Mariner Independent Advisor Network
Kansas
-$2.07M -19,781 Closed
BNP Paribas Financial Markets
702
BNP Paribas Financial Markets
France
-$1.75M -16,702 Closed
VCM
703
Virtue Capital Management
Tennessee
-$1.45M -13,884 Closed
HWM
704
HB Wealth Management
Georgia
-$1.45M -13,879 Closed
NWA
705
Navis Wealth Advisors
New York
-$1.15M -10,994 Closed
DIP
706
DT Investment Partners
Pennsylvania
-$1.15M -10,957 Closed
BFA
707
Brown Financial Advisory
Alabama
-$1.06M -10,097 Closed
CA
708
Calton & Associates
Florida
-$998K -9,544 Closed
APW
709
Acima Private Wealth
Virginia
-$837K -8,001 Closed
MFG
710
Merit Financial Group
Georgia
-$805K -7,696 Closed
WPC
711
White Pine Capital
Minnesota
-$639K -6,106 Closed
WWM
712
Wiser Wealth Management
Georgia
-$510K -4,876 Closed
NVCHI
713
New Vernon Capital Holdings II
New Jersey
-$497K -4,756 Closed
KC
714
Kingfisher Capital
North Carolina
-$480K -4,588 Closed
MC
715
Moors & Cabot
Massachusetts
-$450K -4,300 Closed
EWS
716
Evergreen Wealth Solutions
Pennsylvania
-$445K -4,250 Closed
CFS
717
CRA Financial Services
New Jersey
-$412K -3,942 Closed
PC
718
Prairiewood Capital
North Dakota
-$386K -3,690 Closed
HWM
719
Howard Wealth Management
Connecticut
-$368K -3,525 Closed
EIA
720
Eldridge Investment Advisors
New Hampshire
-$357K -3,411 Closed
EA
721
Emerald Advisors
Washington
-$339K -3,244 Closed
CCA
722
Checchi Capital Advisers
California
-$335K -3,200 Closed
FFA
723
First Foundation Advisors
California
-$324K -3,100 Closed
HCM
724
Hengehold Capital Management
Ohio
-$314K -3,000 Closed
SFG
725
SevenBridge Financial Group
Pennsylvania
-$304K -2,903 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.