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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
APA
101
American Portfolios Advisors
New York
$7.5M +$1.14M +10,983 +18%
WF
102
Williams Financial
Vermont
$7.48M +$2.02M +19,392 +37%
BFG
103
Baron Financial Group
New Jersey
$7.37M -$436K -4,190 -6%
PAG
104
Private Advisor Group
New Jersey
$7.32M +$5.16M +49,551 +243%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$7.31M +$1.26M +12,090 +21%
PA
106
Planning Alternatives
Michigan
$7.29M +$7.24M +69,619 New
FCH
107
Freestone Capital Holdings
Washington
$7.23M -$4.42M -42,492 -38%
GSIS
108
Global Strategic Investment Solutions
Arizona
$7.2M -$105K -1,009 -1%
Creative Planning
109
Creative Planning
Kansas
$7.19M +$294K +2,825 +4%
WJA
110
Willis Johnson & Associates
Texas
$7.17M -$702K -6,744 -9%
SPP
111
Single Point Partners
Massachusetts
$7.14M +$532K +5,114 +8%
BC
112
Brio Consultants
California
$7.14M +$6.75M +64,875 +2,012%
BWG
113
Beta Wealth Group
California
$6.88M +$6.59M +63,378 +2,756%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$6.85M +$1.47M +14,172 +28%
SS
115
Simplicity Solutions
Minnesota
$6.8M +$6.76M +64,956 New
OCG
116
Opus Capital Group
Ohio
$6.79M +$6.75M +64,842 New
UCFA
117
United Capital Financial Advisors
Texas
$6.7M +$3.26M +31,356 +96%
MM
118
Main Management
California
$6.66M +$6.62M +63,648 New
MCA
119
Maryland Capital Advisors
Maryland
$6.6M +$3.52M +33,869 +116%
VCM
120
Vivaldi Capital Management
Illinois
$6.51M -$3.07M -29,529 -32%
HIG
121
Heritage Investment Group
Florida
$6.36M +$6.32M +60,766 New
KAS
122
Kestra Advisory Services
Texas
$6.33M +$5.35M +51,463 +573%
CIP
123
Capital Insight Partners
Arizona
$6.27M +$6.24M +59,945 New
BFA
124
Bragg Financial Advisors
North Carolina
$6.27M -$858K -8,245 -12%
ASN
125
Advisory Services Network
Georgia
$6.26M -$6.45K -62 -0.1%

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.