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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
RC
151
Roundview Capital
New Jersey
$4.84M +$71.7K +689 +2%
DPI
152
Diversified Portfolios Inc
Michigan
$4.72M -$2.94M -28,265 -39%
SG
153
StoneX Group
New York
$4.66M +$4.13M +39,693 +825%
AHC
154
Anderson Hoagland & Co
Missouri
$4.65M -$898K -8,629 -16%
SWM
155
Spire Wealth Management
Virginia
$4.61M -$2.02M -19,415 -31%
WAS
156
Wealth Advisory Solutions
Indiana
$4.52M -$1.49M -14,283 -25%
PP
157
PDS Planning
Ohio
$4.51M -$2.11M -20,273 -32%
PPW
158
Parcion Private Wealth
Washington
$4.49M -$1.35M -12,936 -23%
CCA
159
Clearwater Capital Advisors
Illinois
$4.42M +$104K +1,000 +2%
OC
160
Oppenheimer & Co
New York
$4.4M -$1.43M -13,708 -25%
KFS
161
Kelly Financial Services
Massachusetts
$4.31M -$107K -1,024 -2%
NWA
162
New World Advisors
Massachusetts
$4.29M +$984K +9,458 +30%
TA
163
TruWealth Advisors
Louisiana
$4.25M +$4.22M +40,556 New
LW
164
Linscomb Wealth
Texas
$4.22M +$1.28M +12,286 +44%
YIA
165
YHB Investment Advisors
Connecticut
$4.21M +$551K +5,297 +15%
CFO
166
Collective Family Office
Pennsylvania
$4.15M +$4.13M +39,650 New
MBFW
167
Morton Brown Family Wealth
Pennsylvania
$4.11M +$2.1M +20,164 +105%
EWA
168
ERTS Wealth Advisors
Michigan
$4.11M -$1.36M -13,099 -25%
MFS
169
McNamara Financial Services
Massachusetts
$4.08M +$3.68M +35,387 +975%
KWM
170
Keebeck Wealth Management
Illinois
$4.06M -$8.26M -79,432 -67%
APW
171
Austin Private Wealth
Texas
$4.06M +$4.04M +38,813 New
IWP
172
Icon Wealth Partners
Texas
$3.97M -$17.1K -164 -0.4%
WPW
173
Waldron Private Wealth
Pennsylvania
$3.96M +$3.94M +37,829 New
CS
174
Comerica Securities
Michigan
$3.91M +$3.05M +29,280 +362%
OIA
175
OneDigital Investment Advisors
Kansas
$3.9M +$2.53M +24,334 +188%

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.