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
DCM
51
DGS Capital Management
New Jersey
$19.2M -$142K -1,365 -0.7%
MAM
52
Meeder Asset Management
Ohio
$18.2M +$18M +172,795 +17,632%
SRC
53
Shufro Rose & Co
New York
$17.8M +$17.7M +169,685 New
CG
54
Colony Group
Massachusetts
$17.4M +$882K +8,475 +5%
IAN
55
Integrated Advisors Network
Texas
$16.4M -$463K -4,450 -3%
ZCA
56
Zeke Capital Advisors
Pennsylvania
$16.1M -$3.55M -34,076 -18%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$15.7M +$1.85M +17,821 +13%
PAS
58
Park Avenue Securities
New York
$15.6M +$1.52M +14,578 +11%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$15.6M +$1.1M +10,596 +8%
TCM
60
TD Capital Management
Tennessee
$15.5M -$4.8M -46,087 -24%
MWP
61
Meridian Wealth Partners
Pennsylvania
$15.5M +$12.5M +120,011 +429%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$15.5M +$598K +5,746 +4%
NA
63
NewEdge Advisors
Louisiana
$15.3M +$4.32M +41,522 +40%
MWM
64
Modera Wealth Management
New Jersey
$14.8M +$3.09M +29,672 +27%
CCA
65
Column Capital Advisors
Indiana
$13.6M +$12.5M +120,154 +1,217%
AIA
66
Alera Investment Advisors
Illinois
$13.3M +$9.44M +90,732 +247%
MW
67
MBL Wealth
North Carolina
$13.2M +$11.4M +109,525 +663%
HCM
68
Horiko Capital Management
New York
$12.7M +$12.6M +120,900 New
MWM
69
Merriman Wealth Management
Washington
$12.5M +$7.9M +75,902 +174%
AC
70
Apella Capital
Connecticut
$11.8M +$2.96M +28,496 +34%
OPS
71
Orion Portfolio Solutions
Nebraska
$11.7M +$9.5M +91,297 +436%
BA
72
Bridgewater Advisors
New York
$11.6M +$11.5M +110,684 New
HWA
73
Heartwood Wealth Advisors
Virginia
$11.4M +$589K +5,662 +5%
1WM
74
1900 Wealth Management
Texas
$11M -$4.9M -47,139 -31%
HI
75
Human Investing
Oregon
$10.8M +$10.7M +103,163 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.