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iShares Short-Term National Muni Bond ETF

830 hedge funds and large institutions have $7.74B invested in iShares Short-Term National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 345 increasing their positions, 249 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 44

39% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 249

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

9% more funds holding

Funds holding: 761830 (+69)

1.35% more ownership

Funds ownership: 88.18%89.53% (+1.3%)

2% more capital invested

Capital invested by funds: $7.58B → $7.74B (+$151M)

Holders
830
Holders Change
+69
Holders Change %
+9.07%
% of All Funds
10.93%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.36%
New
125
Increased
345
Reduced
249
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAI
301
Savvy Advisors Inc
New York
$1.78M +$206K +1,949 +13%
WWM
302
Wiser Wealth Management
Georgia
$1.74M -$52.5K -497 -3%
BSB
303
Bangor Savings Bank
Maine
$1.74M +$8.66K +82 +0.5%
PPP
304
Private Portfolio Partners
New Jersey
$1.74M -$380K -3,600 -18%
FCA
305
FLC Capital Advisors
California
$1.7M +$55K +521 +3%
MCWS
306
McKinley Carter Wealth Services
West Virginia
$1.69M +$156K +1,481 +10%
LWM
307
LongView Wealth Management
Georgia
$1.64M +$12K +114 +0.7%
IAA
308
Independent Advisor Alliance
North Carolina
$1.63M +$1.64M +15,500 New
FA
309
FC Advisory
Pennsylvania
$1.63M +$18.5K +175 +1%
FNWM
310
Financial Network Wealth Management
Utah
$1.62M
MA
311
McBroom & Associates
Nevada
$1.58M +$898K +8,499 +130%
MA
312
Montag & Associates
Georgia
$1.57M -$342K -3,239 -18%
AWS
313
Arkfeld Wealth Strategies
Nebraska
$1.57M -$120K -1,134 -7%
LKBC
314
L.K. Benson & Company
Maryland
$1.56M +$1.57M +14,834 New
SF
315
Summit Financial
New Jersey
$1.56M +$620K +5,868 +65%
MA
316
Mutual Advisors
Nebraska
$1.56M +$3.17K +30 +0.2%
CCG
317
Cypress Capital Group
Florida
$1.55M -$61.8K -585 -4%
GA
318
Greenspring Advisors
Maryland
$1.54M +$717K +6,787 +87%
NL
319
NWAM LLC
Washington
$1.54M +$241K +2,279 +19%
NWA
320
New World Advisors
Massachusetts
$1.51M -$139K -1,312 -8%
CGFA
321
Colton Groome Financial Advisors
North Carolina
$1.51M +$1.03M +9,725 +212%
Citadel Advisors
322
Citadel Advisors
Florida
$1.49M +$60.9K +577 +4%
OWA
323
One Wealth Advisors
California
$1.49M +$101K +958 +7%
GVAG
324
Great Valley Advisor Group
Delaware
$1.49M +$346K +3,277 +30%
BCM
325
Boltwood Capital Management
California
$1.49M -$39.6K -375 -3%

SUB Hedge Fund Activity: Q4 2024 in Review

830 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q4 2024, worth a combined $7.74B — up 2% from $7.58B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new SUB positions and 44 closed out — a net gain of 81 holders — while 345 added to existing stakes and 249 trimmed.

The largest buyer was Bank of America, adding an estimated $72.7M. The largest seller was Bank of New York Mellon, cutting an estimated $54.7M.

  • 830 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q4 2024, up from 761 in Q3 2024.
  • Funds reported $7.74B of iShares Short-Term National Muni Bond ETF stock for Q4 2024, up 2% quarter-over-quarter.
  • 125 funds opened new iShares Short-Term National Muni Bond ETF positions in Q4 2024 and 44 closed out, a net change of +81 holders.
  • The largest iShares Short-Term National Muni Bond ETF buyer in Q4 2024 was Bank of America, an estimated $72.7M added.
  • The largest iShares Short-Term National Muni Bond ETF seller in Q4 2024 was Bank of New York Mellon, an estimated $54.7M sold.

Based on aggregated 13F filings for Q4 2024.