iShares Short-Term National Muni Bond ETF
713 hedge funds and large institutions have $7.4B invested in iShares Short-Term National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 298 increasing their positions, 227 reducing their positions, and 56 closing their positions.
61% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 56
31% more repeat investments, than reductions
Existing positions increased: 298 | Existing positions reduced: 227
17% more funds holding in top 10
Funds holding in top 10: 42 → 49 (+7)
3% more funds holding
Funds holding: 691 → 713 (+22)
4% more capital invested
Capital invested by funds: $7.15B → $7.4B (+$252M)
0.22% less ownership
Funds ownership: 82.37% → 82.14% (-0.22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$361M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$103M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$66.1M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$46.5M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$40.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$203M |
| 2 |
JP Morgan Chase
New York
|
-$150M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
-$36M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$35.2M |
| 5 |
Goldman Sachs
New York
|
-$31.8M |
SUB Hedge Fund Activity: Q3 2022 in Review
713 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q3 2022, worth a combined $7.4B — up 3.5% from $7.15B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new SUB positions and 56 closed out — a net gain of 34 holders — while 298 added to existing stakes and 227 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $361M. The largest seller was Bank of America, cutting an estimated $203M.
- 713 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q3 2022, up from 691 in Q2 2022.
- Funds reported $7.4B of iShares Short-Term National Muni Bond ETF stock for Q3 2022, up 3.5% quarter-over-quarter.
- 90 funds opened new iShares Short-Term National Muni Bond ETF positions in Q3 2022 and 56 closed out, a net change of +34 holders.
- The largest iShares Short-Term National Muni Bond ETF buyer in Q3 2022 was Bank of New York Mellon, an estimated $361M added.
- The largest iShares Short-Term National Muni Bond ETF seller in Q3 2022 was Bank of America, an estimated $203M sold.
Based on aggregated 13F filings for Q3 2022.