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iShares Short-Term National Muni Bond ETF
SUB

761 hedge funds and large institutions have $7.58B invested in iShares Short-Term National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 294 increasing their positions, 280 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 55

5% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 280

1% more funds holding

Funds holding: 757 → 761 (+4)

0.49% more ownership

Funds ownership: 87.69% → 88.18% (+0.49%)

1% less capital invested

Capital invested by funds: $7.68B → $7.58B (-$96.1M)

28% less funds holding in top 10

Funds holding in top 10: 29 → 21 (-8)

Holders
761
Holders Change
+4
Holders Change %
+0.53%
% of All Funds
10.93%
Holding in Top 10
21
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-27.59%
% of All Funds
0.3%
New
67
Increased
294
Reduced
280
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
CIBC World Markets
New York
+$52.8M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$39M
3
Renaissance Technologies
Renaissance Technologies
New York
+$31.2M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$28.7M
5
IAIM
International Assets Investment Management
Florida
+$14M

Top Sellers

1
WL
WIT LLC
District of Columbia
-$122M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$80M
3
Jane Street
Jane Street
New York
-$75.6M
4
AWM
Angeles Wealth Management
California
-$51.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$2.6M +$214K +2,027 +9%
BCM
227
Becker Capital Management
Oregon
$2.6M +$1.47M +13,959 +133%
ML
228
McAdam LLC
Pennsylvania
$2.59M -$76.7K -727 -3%
AWM
229
Angeles Wealth Management
California
$2.59M -$51.8M -490,794 -95%
RA
230
RFG Advisory
Alabama
$2.56M +$225K +2,128 +10%
FT
231
Fiduciary Trust
Massachusetts
$2.53M -$47.1K -446 -2%
SPC
232
Sigma Planning Corp
Michigan
$2.51M +$43.9K +416 +2%
AGA
233
Arkos Global Advisors
Texas
$2.48M -$56.1K -532 -2%
UA
234
Unison Advisors
District of Columbia
$2.47M +$4.12K +39 +0.2%
EA
235
Efficient Advisors
Ohio
$2.45M -$152K -1,443 -6%
KCM
236
KM Capital Management
Texas
$2.35M -$147K -1,390 -6%
JIC
237
Joel Isaacson & Co
New York
$2.34M +$59.5K +564 +3%
WAM
238
WNY Asset Management
New York
$2.33M +$533K +5,047 +30%
NGA
239
Naples Global Advisors
Florida
$2.3M -$58K -550 -2%
SP
240
Symmetry Partners
Connecticut
$2.29M -$8.48M -80,390 -79%
PF
241
Penney Financial
Texas
$2.28M +$32.7K +310 +1%
SSW
242
Stone Summit Wealth
Florida
$2.28M +$20.8K +197 +0.9%
YCG
243
Yeomans Consulting Group
Georgia
$2.27M -$79.1K -750 -3%
TF
244
Tompkins Financial
New York
$2.26M – – –
PB
245
Pinnacle Bancorp
Nebraska
$2.26M -$22.4K -212 -1%
PHWM
246
Pine Harbor Wealth Management
Maryland
$2.26M +$263K +2,489 +13%
FTS
247
Fifth Third Securities
Ohio
$2.26M -$123K -1,166 -5%
ML
248
Mayport LLC
Massachusetts
$2.25M – – –
BHWM
249
Beaird Harris Wealth Management
Texas
$2.22M +$57.8K +548 +3%
SWA
250
Safir Wealth Advisors
New Hampshire
$2.19M +$79.1K +750 +4%
8 9
10
11 12

SUB Hedge Fund Activity: Q3 2024 in Review

761 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q3 2024, worth a combined $7.58B — down 1.3% from $7.68B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SUB positions and 55 closed out — a net gain of 12 holders — while 294 added to existing stakes and 280 trimmed.

The largest buyer was CIBC World Markets, opening a new position worth an estimated $52.8M. The largest seller was WIT LLC, exiting entirely with an estimated $122M sold.

  • 761 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q3 2024, up from 757 in Q2 2024.
  • Funds reported $7.58B of iShares Short-Term National Muni Bond ETF stock for Q3 2024, down 1.3% quarter-over-quarter.
  • 67 funds opened new iShares Short-Term National Muni Bond ETF positions in Q3 2024 and 55 closed out, a net change of +12 holders.
  • The largest iShares Short-Term National Muni Bond ETF buyer in Q3 2024 was CIBC World Markets, an estimated $52.8M added.
  • The largest iShares Short-Term National Muni Bond ETF seller in Q3 2024 was WIT LLC, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2024.