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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
Wealthfront Advisers
376
Wealthfront Advisers
California
$978K +$436K +4,133 +81%
CA
377
CGN Advisors
Kansas
$973K -$65.8K -624 -6%
PWA
378
Physician Wealth Advisors
Utah
$971K -$120K -1,136 -11%
Lido Advisors
379
Lido Advisors
California
$970K
AWP
380
Avid Wealth Partners
Texas
$964K +$750K +7,113 +362%
CFG
381
Cosner Financial Group
Colorado
$960K
RF
382
RHS Financial
California
$956K -$43.7K -414 -4%
SF
383
Summit Financial
New Jersey
$952K -$58K -550 -6%
SPA
384
Shore Point Advisors
New Jersey
$951K -$528 -5 -0.1%
FFA
385
Fragasso Financial Advisors
Pennsylvania
$936K -$106 -1 -0%
CCG
386
Chatham Capital Group
Georgia
$921K
MG
387
Mather Group
Illinois
$900K -$160K -1,517 -15%
CPBTD
388
Central Pacific Bank - Trust Division
Hawaii
$888K
AG
389
Ascent Group
Virginia
$883K +$226K +2,143 +35%
NB
390
NBT Bank
New York
$877K +$871K +8,255 New
FAFN
391
First Affirmative Financial Network
Colorado
$875K +$34.1K +323 +4%
PC
392
Prairiewood Capital
North Dakota
$869K
SFMG
393
Sage Financial Management Group
Virginia
$866K +$861K +8,157 New
GWMR
394
GC Wealth Management RIA
Massachusetts
$861K
WCA
395
Westover Capital Advisors
Delaware
$850K -$10K -95 -1%
LW
396
Linscomb Wealth
Texas
$836K -$96K -910 -10%
RWP
397
Revolve Wealth Partners
New Jersey
$831K -$5.28K -50 -0.6%
GA
398
Greenspring Advisors
Maryland
$830K
WHCI
399
W.H. Cornerstone Investments
Massachusetts
$830K +$4.22K +40 +0.5%
VPP
400
Vertex Planning Partners
Illinois
$828K

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.