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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
JPG
76
Jordan Park Group
California
$10.6M +$1.38M +13,239 +15%
WP
77
WealthSource Partners
California
$10.2M +$1.21M +11,633 +14%
AWE
78
Avidian Wealth Enterprises
Texas
$10.1M -$11.2M -107,491 -53%
FLPIM
79
F.L. Putnam Investment Management
Massachusetts
$10.1M -$2.1M -20,200 -17%
HSG
80
Helen Stephens Group
Texas
$9.69M +$1.28M +12,297 +15%
EWM
81
Empirical Wealth Management
Washington
$9.62M +$9.19M +88,310 +2,481%
PI
82
Parkside Investments
Illinois
$9.47M +$4.68M +45,000 +99%
KCM
83
Kathmere Capital Management
Pennsylvania
$9.45M +$9.39M +90,233 New
WWM
84
Windsor Wealth Management
Indiana
$8.78M +$6.77M +65,096 +348%
Truist Financial
85
Truist Financial
North Carolina
$8.75M -$1.02M -9,818 -11%
SP
86
Symmetry Partners
Connecticut
$8.73M -$523K -5,028 -6%
Cerity Partners
87
Cerity Partners
New York
$8.59M +$8.54M +82,076 New
RWB
88
RMR Wealth Builders
New Jersey
$8.55M +$2.25M +21,644 +36%
ECG
89
Edge Capital Group
Georgia
$8.5M +$14.6M +140,034 +5,760%
PCMC
90
Paragon Capital Management (Colorado)
Colorado
$8.43M +$6.39M +61,449 +323%
MPM
91
Meritage Portfolio Management
Kansas
$8.41M -$1.03M -9,862 -11%
LNC
92
Lincoln National Corp
Pennsylvania
$8.2M -$617K -5,926 -7%
WSFS
93
Wilmington Savings Fund Society
Delaware
$8.17M +$8.13M +78,093 New
SHWM
94
Smith & Howard Wealth Management
Georgia
$8.13M +$2.39M +22,932 +42%
SPIA
95
Steward Partners Investment Advisory
New York
$7.95M +$5.32M +51,178 +206%
AA
96
Alesco Advisors
New York
$7.88M -$390K -3,750 -5%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$7.84M -$378K -3,630 -5%
BlackRock
98
BlackRock
New York
$7.78M +$388K +3,732 +5%
BCI
99
Brinker Capital Investments
Pennsylvania
$7.55M -$3.6M -34,616 -32%
EWA
100
EP Wealth Advisors
California
$7.52M -$10.7M -103,222 -59%

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.