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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
Bank of America
1
Bank of America
North Carolina
$1.42B +$108M +1,041,406 +8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$413M +$64.1M +616,092 +18%
Morgan Stanley
3
Morgan Stanley
New York
$311M +$12.6M +120,708 +4%
JP Morgan Chase
4
JP Morgan Chase
New York
$286M -$5.92M -56,898 -2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$269M +$99.4M +955,449 +59%
SEI Investments
6
SEI Investments
Pennsylvania
$246M -$10.6M -101,888 -4%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$204M +$43.8M +420,964 +28%
UBS Group
8
UBS Group
Switzerland
$158M +$37.4M +359,490 +31%
TF
9
TIAA FSB
Florida
$146M +$38.5M +370,088 +36%
US Bancorp
10
US Bancorp
Minnesota
$104M +$46.2M +444,135 +80%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$94.4M +$39.6M +380,848 +73%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$88.7M +$61.2M +588,151 +227%
LPL Financial
13
LPL Financial
California
$83M +$14.2M +136,306 +21%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$69.3M +$24.7M +237,842 +56%
Mariner
15
Mariner
Kansas
$67.8M +$22.9M +220,407 +52%
Wells Fargo
16
Wells Fargo
California
$65.4M +$8.81M +84,675 +16%
Citigroup
17
Citigroup
New York
$59.3M +$40.7M +391,266 +223%
EI
18
Ellevest Inc
New York
$56.1M -$1.84M -17,729 -3%
Goldman Sachs
19
Goldman Sachs
New York
$50.8M +$31.8M +306,089 +171%
Ameriprise
20
Ameriprise
Minnesota
$49.2M -$37.3M -358,265 -43%
Osaic Holdings
21
Osaic Holdings
Arizona
$48.1M +$8.85M +85,080 +23%
APP
22
Avantax Planning Partners
Iowa
$47.9M +$5.38M +51,706 +13%
OCM
23
One Capital Management
California
$46.5M -$10.9M -104,890 -19%
HighTower Advisors
24
HighTower Advisors
Illinois
$41.2M +$29.3M +281,999 +252%
SHGA
25
Sand Hill Global Advisors
California
$39.7M +$39.5M +379,338 New

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.