We are live on ! Find out more
SUB icon

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
TWP
351
Total Wealth Planning
Ohio
$1.16M
RPCA
352
Running Point Capital Advisors
California
$1.16M +$46.2K +438 +4%
GVAG
353
Great Valley Advisor Group
Delaware
$1.15M +$198K +1,873 +21%
BCA
354
Bray Capital Advisors
Florida
$1.14M
AWAG
355
ARS Wealth Advisors Group
Florida
$1.14M
WP
356
WealthShield Partners
North Carolina
$1.13M +$22.7K +215 +2%
FSG
357
Financial Strategies Group
Michigan
$1.13M +$146K +1,388 +15%
AWA
358
Aaron Wealth Advisors
Illinois
$1.12M
PFA
359
Pure Financial Advisors
California
$1.11M +$315K +2,987 +40%
VWA
360
VERITY Wealth Advisors
United States
$1.1M
ZIM
361
Zacks Investment Management
Illinois
$1.09M +$226K +2,145 +26%
LPT
362
Legacy Private Trust
Wisconsin
$1.08M -$292K -2,766 -21%
SCA
363
Scott Capital Advisors
Oregon
$1.08M +$57.5K +545 +6%
TCM
364
TruNorth Capital Management
Michigan
$1.07M +$4.01K +38 +0.4%
EFG
365
Everhart Financial Group
Ohio
$1.07M -$173K -1,640 -14%
HIF
366
Hill Island Financial
Michigan
$1.06M -$25.1K -238 -2%
OP
367
ORG Partners
Indiana
$1.06M -$331K -3,136 -24%
ACA
368
Aptus Capital Advisors
Alabama
$1.05M -$753K -7,141 -42%
SWP
369
Strategic Wealth Partners
Ohio
$1.05M -$110K -1,040 -10%
SIC
370
Sigma Investment Counselors
Michigan
$1.03M
AAM
371
Austin Asset Management
Texas
$1.02M
EFA
372
Evernest Financial Advisors
Indiana
$1.01M +$43.4K +411 +5%
HP
373
Hilltop Partners
Indiana
$997K -$19.8K -188 -2%
CFGS
374
Concourse Financial Group Securities
Alabama
$989K -$33.7K -319 -3%
KC
375
Kades & Cheifetz
Pennsylvania
$986K +$111K +1,049 +13%

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.