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iShares Short-Term National Muni Bond ETF

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: 757761 (+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: 2921 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
301
McKinley Carter Wealth Services
West Virginia
$1.55M -$154K -1,456 -9%
BCM
302
Boltwood Capital Management
California
$1.53M -$251K -2,383 -14%
DC
303
Davenport & Co
Virginia
$1.5M -$247K -2,345 -14%
Deutsche Bank
304
Deutsche Bank
Germany
$1.47M -$62.1K -589 -4%
AAS
305
Avantax Advisory Services
Texas
$1.47M -$49.2K -466 -3%
EWA
306
EverSource Wealth Advisors
Alabama
$1.46M -$3.69K -35 -0.3%
WB
307
Webster Bank
Connecticut
$1.46M
KWM
308
Keebeck Wealth Management
Illinois
$1.45M -$172K -1,634 -11%
P
309
Pitcairn
Pennsylvania
$1.45M
PA
310
Parallel Advisors
California
$1.44M +$517K +4,897 +56%
Citadel Advisors
311
Citadel Advisors
Florida
$1.44M +$145K +1,377 +11%
FNT
312
First National Trust
Pennsylvania
$1.42M +$3.17K +30 +0.2%
SWA
313
Stratos Wealth Advisors
Ohio
$1.41M -$11.9K -113 -0.8%
PL
314
Plancorp LLC
Missouri
$1.4M +$19.6K +186 +1%
BHWA
315
Beacon Harbor Wealth Advisors
Virginia
$1.4M -$264K -2,500 -16%
OWA
316
One Wealth Advisors
California
$1.4M +$1.39M +13,137 New
RIM
317
Rockbridge Investment Management
New York
$1.39M -$15.8K -150 -1%
JWS
318
Juncture Wealth Strategies
Arizona
$1.38M -$262K -2,480 -16%
MWM
319
McNaughton Wealth Management
California
$1.38M +$99.9K +947 +8%
AIA
320
Ally Invest Advisors
North Carolina
$1.37M +$76K +720 +6%
BSA
321
Bull Street Advisors
Georgia
$1.37M -$141K -1,335 -9%
Financial Engines Advisors
322
Financial Engines Advisors
California
$1.37M -$18.9K -179 -1%
MCA
323
Maryland Capital Advisors
Maryland
$1.36M +$422 +4 +0%
CAM
324
Cresset Asset Management
Illinois
$1.36M +$60.2K +571 +5%
VCM
325
Vivaldi Capital Management
Illinois
$1.35M

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.