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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
SCA
126
Stokes Capital Advisors
South Carolina
$6.19M +$2.37M +22,754 +62%
LPP
127
Life Planning Partners
Florida
$6.12M +$272K +2,612 +5%
LFA
128
Legacy Financial Advisors
Kentucky
$6.11M +$5.57M +53,545 +1,104%
PWLP
129
Prio Wealth Limited Partnership
Massachusetts
$6.08M -$1.37M -13,158 -18%
EWM
130
Executive Wealth Management
Michigan
$6.03M +$6M +57,657 New
IA
131
IFP Advisors
Florida
$6.01M
SIA
132
Soltis Investment Advisors
Utah
$5.92M -$1.34M -12,922 -19%
1CP
133
1607 Capital Partners
Virginia
$5.84M
Prudential Financial
134
Prudential Financial
New Jersey
$5.79M -$272K -2,610 -4%
CAN
135
Cetera Advisor Networks
California
$5.69M +$1.23M +11,831 +28%
CCM
136
Condor Capital Management
New Jersey
$5.61M -$45.8K -440 -0.8%
M&T Bank
137
M&T Bank
New York
$5.58M +$5.19M +49,852 +129%
F
138
F3Logic
Minnesota
$5.52M +$5.48M +52,711 New
BCA
139
Bray Capital Advisors
Florida
$5.47M +$4.32M +41,505 +386%
SW
140
SVB Wealth
Massachusetts
$5.42M +$5.03M +48,336 +1,391%
CPA
141
Cardiff Park Advisors
California
$5.41M +$5.38M +51,724 New
CFMC
142
Curbstone Financial Management Corp
New Hampshire
$5.37M -$2.82M -27,100 -35%
PFM
143
Phillips Financial Management
Indiana
$5.25M -$617K -5,929 -11%
RHBC
144
R.H. Bluestein & Co
Michigan
$5.07M +$3.11M +29,885 +161%
ANTB
145
AMG National Trust Bank
Colorado
$5.07M -$20.8K -200 -0.4%
RSWM
146
Robertson Stephens Wealth Management
California
$5M +$567K +5,448 +13%
BDF
147
Balasa Dinverno & Foltz
$4.99M +$4.96M +47,659 New
TCBWMS
148
Texas Capital Bank Wealth Management Services
Texas
$4.92M -$2.21M -21,201 -31%
JIR
149
James Investment Research
Ohio
$4.85M -$405K -3,888 -8%
William Blair & Company
150
William Blair & Company
Illinois
$4.85M -$5.5M -52,889 -53%

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.