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iShares Short-Term National Muni Bond ETF
SUB

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: 21 → 27 (+6)

9% more funds holding

Funds holding: 761 → 830 (+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
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$72.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.6M
3
Citigroup
Citigroup
New York
+$20.4M
4
LPL Financial
LPL Financial
California
+$18.8M
5
EP
Essential Planning
New Hampshire
+$17.6M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$54.7M
2
CWM
CIBC World Markets
New York
-$54.3M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$48M
4
Renaissance Technologies
Renaissance Technologies
New York
-$17.9M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$16.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
326
Seaside Wealth Management
California
$1.45M +$183K +1,729 +14%
DC
327
Davenport & Co
Virginia
$1.45M -$33.4K -316 -2%
AFG
328
Atomi Financial Group
New York
$1.45M +$639K +6,047 +78%
MHR
329
Matthew Hamilton Rosenberg
$1.45M -$294K -2,787 -17%
WB
330
Webster Bank
Connecticut
$1.45M – – –
GWCM
331
Godshalk Welsh Capital Management
Pennsylvania
$1.45M +$148K +1,400 +11%
WWM
332
WJ Wealth Management
Arizona
$1.44M -$243K -2,300 -14%
Deutsche Bank
333
Deutsche Bank
Germany
$1.44M -$20.4K -193 -1%
FA
334
Fedenia Advisers
Wisconsin
$1.43M +$1.43M +13,568 New
AA
335
Advisory Alpha
Michigan
$1.42M +$219K +2,071 +18%
AFA
336
Avant Financial Advisors
Texas
$1.42M +$1.43M +13,499 New
MWM
337
McNaughton Wealth Management
California
$1.41M +$45.2K +428 +3%
CFP
338
Catalyst Financial Partners
Massachusetts
$1.41M +$188K +1,784 +15%
Financial Engines Advisors
339
Financial Engines Advisors
California
$1.4M +$39.8K +377 +3%
PL
340
Plancorp LLC
Missouri
$1.39M – – –
BHWA
341
Beacon Harbor Wealth Advisors
Virginia
$1.39M – – –
TPA
342
Trivium Point Advisory
Connecticut
$1.39M +$1.39M +13,150 New
SQA
343
Simon Quick Advisors
New Jersey
$1.38M +$89.7K +849 +7%
RIM
344
Rockbridge Investment Management
New York
$1.38M – – –
PP
345
Patten & Patten
Tennessee
$1.37M -$574K -5,438 -30%
BSA
346
Bull Street Advisors
Georgia
$1.36M – – –
GWM
347
Geneos Wealth Management
Colorado
$1.35M -$533K -5,042 -28%
HI
348
Human Investing
Oregon
$1.35M +$74.9K +709 +6%
AWAG
349
ARS Wealth Advisors Group
Florida
$1.34M +$211K +2,000 +19%
VCM
350
Vivaldi Capital Management
Illinois
$1.33M -$15.1K -143 -1%
12 13
14
15 16

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.