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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
SCM
351
Sunbeam Capital Management
Georgia
$1.33M +$1.33M +12,570 New
MCA
352
Maryland Capital Advisors
Maryland
$1.32M -$29.9K -283 -2%
WLIM
353
White Lighthouse Investment Management
Massachusetts
$1.32M – – –
TLFA
354
True Link Financial Advisors
California
$1.31M – – –
ECM
355
Exchange Capital Management
Michigan
$1.3M -$553K -5,231 -30%
CIA
356
Capital Investment Advisors
Georgia
$1.29M +$2.43K +23 +0.2%
RPCA
357
Running Point Capital Advisors
California
$1.27M +$122K +1,155 +11%
KPP
358
Kings Path Partners
Texas
$1.25M +$45.8K +434 +4%
Fidelity Investments
359
Fidelity Investments
Massachusetts
$1.25M +$756K +7,153 +152%
IA
360
IFG Advisors
Missouri
$1.25M +$1.25M +11,823 New
CFG
361
Cornerstone Financial Group
Nebraska
$1.24M +$1.25M +11,802 New
KPWG
362
KFA Private Wealth Group
Virginia
$1.24M +$426K +4,031 +52%
CAM
363
Cresset Asset Management
Illinois
$1.23M -$115K -1,087 -9%
1WM
364
1900 Wealth Management
Texas
$1.22M -$42.9K -406 -3%
AIP
365
Ameritas Investment Partners
Nebraska
$1.22M +$32K +303 +3%
AFG
366
Altiora Financial Group
Ohio
$1.21M +$27.5K +260 +2%
PS
367
Pinney & Scofield
Massachusetts
$1.21M +$1.21M +11,450 New
FNT
368
First National Trust
Pennsylvania
$1.2M -$202K -1,914 -14%
HVIA
369
Hudson Valley Investment Advisors
New York
$1.19M – – –
IPW
370
Intergy Private Wealth
Colorado
$1.18M -$528 -5 -0%
FSG
371
Financial Strategies Group
Michigan
$1.17M +$45.2K +428 +4%
WSFS
372
Wilmington Savings Fund Society
Delaware
$1.16M -$813K -7,695 -41%
EP
373
Edgestream Partners
New Jersey
$1.16M +$557K +5,276 +92%
FA
374
Flagstar Advisors
New York
$1.16M -$113K -1,069 -9%
KeyBank National Association
375
KeyBank National Association
Ohio
$1.16M +$741K +7,020 +178%
13 14
15
16 17

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.