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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
Northern Trust
326
Northern Trust
Illinois
$1.35M +$55K +521 +4%
WLIM
327
White Lighthouse Investment Management
Massachusetts
$1.33M +$317K +3,000 +32%
TLFA
328
True Link Financial Advisors
California
$1.32M
SJGA
329
Stephen J. Garry & Associates
New York
$1.31M -$17K -161 -1%
GWCM
330
Godshalk Welsh Capital Management
Pennsylvania
$1.31M +$206K +1,950 +19%
NL
331
NWAM LLC
Washington
$1.3M +$1.3M +12,278 New
SQA
332
Simon Quick Advisors
New Jersey
$1.3M -$177K -1,679 -12%
OWM
333
Orgel Wealth Management
Wisconsin
$1.29M +$130K +1,235 +11%
CIA
334
Capital Investment Advisors
Georgia
$1.29M -$14.1K -134 -1%
SWM
335
Seaside Wealth Management
California
$1.28M +$92.8K +880 +8%
FA
336
Flagstar Advisors
New York
$1.28M +$98.2K +931 +8%
HI
337
Human Investing
Oregon
$1.28M +$173K +1,638 +16%
CWM
338
Certus Wealth Management
California
$1.28M -$121K -1,145 -9%
1WM
339
1900 Wealth Management
Texas
$1.27M -$1.49M -14,119 -54%
CFP
340
Catalyst Financial Partners
Massachusetts
$1.23M +$87.9K +833 +8%
AA
341
Advisory Alpha
Michigan
$1.21M -$28.3K -268 -2%
WT
342
Washington Trust
Rhode Island
$1.21M -$184K -1,748 -13%
KPP
343
Kings Path Partners
Texas
$1.21M +$45.4K +430 +4%
CG
344
Cynosure Group
Utah
$1.2M
PA
345
Probity Advisors
Texas
$1.2M -$84K -796 -7%
HVIA
346
Hudson Valley Investment Advisors
New York
$1.2M +$429K +4,063 +56%
AIP
347
Ameritas Investment Partners
Nebraska
$1.2M -$159K -1,505 -12%
AFG
348
Altiora Financial Group
Ohio
$1.19M +$57K +540 +5%
IPW
349
Intergy Private Wealth
Colorado
$1.19M -$6.12K -58 -0.5%
CG
350
Clarus Group
Texas
$1.18M -$663K -6,281 -36%

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.