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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
GBT
201
Grove Bank & Trust
Florida
$3.12M -$1.54M -14,834 -33%
WANY
202
Wealthspire Advisors (New York)
New York
$3.1M +$1.52M +14,635 +98%
AWS
203
AJ Wealth Strategies
New York
$3.09M +$3.07M +29,490 New
GA
204
Greenspring Advisors
Maryland
$3.07M +$1.55M +14,914 +103%
CCWA
205
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.02M -$35.4K -340 -1%
MG
206
Mather Group
Illinois
$2.98M -$7.53M -72,414 -72%
WCM
207
Wunderlich Capital Managemnt
Tennessee
$2.97M -$1.25K -12 -0%
PG
208
Proffitt & Goodson
Tennessee
$2.9M -$606K -5,829 -17%
KCM
209
Karp Capital Management
California
$2.89M +$2.87M +27,602 New
RJT
210
Raymond James Trust
Florida
$2.86M -$954K -9,169 -25%
NGA
211
Naples Global Advisors
Florida
$2.84M -$127K -1,220 -4%
OWA
212
One Wealth Advisors
California
$2.83M +$115K +1,104 +4%
FAM
213
Forte Asset Management
New York
$2.78M +$2.77M +26,592 New
LA
214
LVW Advisors
New York
$2.75M -$165K -1,588 -6%
FTS
215
Fifth Third Securities
Ohio
$2.65M +$2.63M +25,320 New
KIM
216
Karpus Investment Management
New York
$2.65M -$1M -9,625 -28%
OFG
217
Omega Financial Group
California
$2.63M -$10.8K -104 -0.4%
JWS
218
Juncture Wealth Strategies
Arizona
$2.62M +$801K +7,695 +44%
NWM
219
NEIRG Wealth Management
Massachusetts
$2.62M +$2.18M +20,938 +511%
BCM
220
Brookstone Capital Management
Illinois
$2.59M +$1.52M +14,575 +143%
SIM
221
Studio Investment Management
Illinois
$2.59M +$41.6K +400 +2%
NWM
222
Northwest Wealth Management
Iowa
$2.58M +$357K +3,431 +16%
GGS
223
Galvin Gaustad & Stein
Arizona
$2.57M +$900K +8,647 +54%
DC
224
Davenport & Co
Virginia
$2.54M -$183K -1,760 -7%
WA
225
WBH Advisory
Maryland
$2.53M +$157K +1,509 +7%

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.