iShares Short-Term National Muni Bond ETF
602 hedge funds and large institutions have $4.69B invested in iShares Short-Term National Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 247 increasing their positions, 138 reducing their positions, and 26 closing their positions.
358% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 26
79% more repeat investments, than reductions
Existing positions increased: 247 | Existing positions reduced: 138
21% more funds holding in top 10
Funds holding in top 10: 19 → 23 (+4)
16% more capital invested
Capital invested by funds: $4.05B → $4.69B (+$641M)
16% more funds holding
Funds holding: 521 → 602 (+81)
0.82% more ownership
Funds ownership: 66.5% → 67.32% (+0.82%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$86.4M |
| 2 |
TCBWMS
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
+$63.3M |
| 3 |
Morgan Stanley
New York
|
+$47.2M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$45.6M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$44.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$23.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$21.7M |
| 3 |
JP Morgan Chase
New York
|
-$19.7M |
| 4 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$16.3M |
| 5 |
Jane Street
New York
|
-$9.47M |
SUB Hedge Fund Activity: Q4 2021 in Review
602 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q4 2021, worth a combined $4.69B — up 16% from $4.05B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new SUB positions and 26 closed out — a net gain of 93 holders — while 247 added to existing stakes and 138 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $86.4M. The largest seller was Eaton Vance Management, cutting an estimated $23.4M.
- 602 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q4 2021, up from 521 in Q3 2021.
- Funds reported $4.69B of iShares Short-Term National Muni Bond ETF stock for Q4 2021, up 16% quarter-over-quarter.
- 119 funds opened new iShares Short-Term National Muni Bond ETF positions in Q4 2021 and 26 closed out, a net change of +93 holders.
- The largest iShares Short-Term National Muni Bond ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $86.4M added.
- The largest iShares Short-Term National Muni Bond ETF seller in Q4 2021 was Eaton Vance Management, an estimated $23.4M sold.
Based on aggregated 13F filings for Q4 2021.