iShares Short-Term National Muni Bond ETF
786 hedge funds and large institutions have $9.5B invested in iShares Short-Term National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 319 increasing their positions, 219 reducing their positions, and 77 closing their positions.
119% more first-time investments, than exits
New positions opened: 169 | Existing positions closed: 77
46% more repeat investments, than reductions
Existing positions increased: 319 | Existing positions reduced: 219
28% more capital invested
Capital invested by funds: $7.4B → $9.5B (+$2.1B)
22% more funds holding in top 10
Funds holding in top 10: 49 → 60 (+11)
10% more funds holding
Funds holding: 713 → 786 (+73)
3.4% more ownership
Funds ownership: 82.14% → 85.54% (+3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$464M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$181M |
| 3 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$121M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$119M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$118M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$354M |
| 2 |
WL
WIT LLC
District Of Columbia,
District of Columbia
|
-$37.2M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$34.5M |
| 4 |
LFS
Lutz Financial Services
Omaha,
Nebraska
|
-$22.9M |
| 5 |
MAM
Meeder Asset Management
Dublin,
Ohio
|
-$21.1M |
SUB Hedge Fund Activity: Q4 2022 in Review
786 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q4 2022, worth a combined $9.5B — up 28% from $7.4B a quarter earlier.
Buyers outnumbered sellers: 169 funds opened new SUB positions and 77 closed out — a net gain of 92 holders — while 319 added to existing stakes and 219 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $464M. The largest seller was Bank of America, cutting an estimated $354M.
- 786 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q4 2022, up from 713 in Q3 2022.
- Funds reported $9.5B of iShares Short-Term National Muni Bond ETF stock for Q4 2022, up 28% quarter-over-quarter.
- 169 funds opened new iShares Short-Term National Muni Bond ETF positions in Q4 2022 and 77 closed out, a net change of +92 holders.
- The largest iShares Short-Term National Muni Bond ETF buyer in Q4 2022 was Bank of New York Mellon, an estimated $464M added.
- The largest iShares Short-Term National Muni Bond ETF seller in Q4 2022 was Bank of America, an estimated $354M sold.
Based on aggregated 13F filings for Q4 2022.