We are live on ! Find out more
SUB icon

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
WFAG
276
Wescott Financial Advisory Group
Pennsylvania
$1.86M +$8.97K +85 +0.5%
BMCM
277
Bryn Mawr Capital Management
Pennsylvania
$1.82M -$106K -1,000 -6%
AR
278
Apeiron RIA
Texas
$1.81M +$78.5K +744 +5%
WWM
279
Wiser Wealth Management
Georgia
$1.8M -$198K -1,880 -10%
IA
280
IAM Advisory
Pennsylvania
$1.79M +$28.6K +271 +2%
MHR
281
Matthew Hamilton Rosenberg
$1.75M -$2.32K -22 -0.1%
BSB
282
Bangor Savings Bank
Maine
$1.74M +$375K +3,553 +28%
AHC
283
Anderson Hoagland & Co
Missouri
$1.73M -$115K -1,086 -6%
AWS
284
Arkfeld Wealth Strategies
Nebraska
$1.7M +$8.23K +78 +0.5%
WWM
285
WJ Wealth Management
Arizona
$1.7M -$296K -2,807 -15%
CPIG
286
Chicago Partners Investment Group
Illinois
$1.69M -$1.06M -10,048 -39%
RJT
287
Raymond James Trust
Florida
$1.66M +$15.3K +145 +0.9%
NWA
288
New World Advisors
Massachusetts
$1.66M -$266K -2,521 -14%
FCA
289
FLC Capital Advisors
California
$1.65M +$153K +1,447 +10%
LWM
290
LongView Wealth Management
Georgia
$1.64M +$8.44K +80 +0.5%
FNWM
291
Financial Network Wealth Management
Utah
$1.63M – – –
CCG
292
Cypress Capital Group
Florida
$1.62M +$149K +1,415 +10%
JSW
293
Journey Strategic Wealth
New Jersey
$1.62M +$183K +1,732 +13%
FA
294
FC Advisory
Pennsylvania
$1.62M +$312K +2,953 +24%
MLRA
295
Main Line Retirement Advisors
Montana
$1.59M -$19.3K -183 -1%
PSCM
296
Per Stirling Capital Management
Texas
$1.59M +$183K +1,738 +13%
SC
297
Savant Capital
Illinois
$1.59M +$21.6K +205 +1%
SAI
298
Savvy Advisors Inc
New York
$1.58M +$156K +1,475 +11%
P
299
&Partners
Tennessee
$1.56M +$1.55M +14,716 New
MA
300
Mutual Advisors
Nebraska
$1.56M -$409K -3,878 -21%
10 11
12
13 14

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.