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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
EM
726
Excalibur Management
Massachusetts
-$298K -2,851 Closed
HCM
727
Hollencrest Capital Management
California
-$280K -2,681 Closed
Kovitz Investment Group Partners
728
Kovitz Investment Group Partners
Illinois
-$268K -2,563 Closed
Wealthfront Advisers
729
Wealthfront Advisers
California
-$258K -2,462 Closed
VFPW
730
Vantage Financial Partners (Wisconsin)
Wisconsin
-$239K -2,282 Closed
ADL
731
Asset Dedication LLC
California
-$232K -2,214 Closed
OCM
732
Objective Capital Management
Ohio
-$230K -2,199 Closed
WFA
733
Wipfli Financial Advisors
Wisconsin
-$222K -2,120 Closed
FI
734
Financial Insights
Washington
-$217K -2,074 Closed
LWP
735
Legacy Wealth Planning
Nevada
-$202K -1,935 Closed
OWA
736
Octavia Wealth Advisors
Ohio
-$201K -1,923 Closed
PW
737
Peninsula Wealth
California
-$201K -1,922 Closed
PCM
738
Penserra Capital Management
California
-$197K -1,890 Closed
TAM
739
Tucker Asset Management
Colorado
-$95.3K -911 Closed
AA
740
Ancora Advisors
Ohio
-$78K -741 Closed
RP
741
Rice Partnership
Hawaii
-$73K -695 Closed
GAM
742
Gemmer Asset Management
California
-$68K -656 Closed
Koshinski Asset Management
743
Koshinski Asset Management
Illinois
-$66.6K -637 Closed
LWP
744
Laurel Wealth Planning
Minnesota
-$50K -475 Closed
EW
745
Element Wealth
Mississippi
-$49K -468 Closed
FP
746
Financial Perspectives
Minnesota
-$45.7K -437 Closed
AWM
747
Abound Wealth Management
Tennessee
-$39.5K -378 Closed
CIBC Private Wealth Group
748
CIBC Private Wealth Group
Georgia
-$20K -190 Closed
AWM
749
Atticus Wealth Management
Florida
-$18K -171 Closed
IA
750
IFS Advisors
Kansas
-$13K -125 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.