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iShares Short-Term National Muni Bond ETF

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: 2127 (+6)

9% more funds holding

Funds holding: 761830 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
WP
376
WealthShield Partners
North Carolina
$1.14M +$13.2K +125 +1%
CWM
377
Certus Wealth Management
California
$1.14M -$136K -1,284 -11%
BCA
378
Bray Capital Advisors
Florida
$1.13M
JWS
379
Juncture Wealth Strategies
Arizona
$1.13M -$243K -2,297 -18%
SWP
380
Strategic Wealth Partners
Ohio
$1.12M +$76.5K +724 +7%
CL
381
Choreo LLC
Illinois
$1.11M -$3.98M -37,707 -78%
CFD
382
Creative Financial Designs
Indiana
$1.1M +$416K +3,937 +61%
SG
383
StoneX Group
New York
$1.1M +$1.1M +10,431 New
ZIM
384
Zacks Investment Management
Illinois
$1.09M +$6.65K +63 +0.6%
STA
385
Shade Tree Advisors
New York
$1.08M +$1.09M +10,277 New
TNBTD
386
Trustmark National Bank Trust Department
Mississippi
$1.08M +$555K +5,250 +105%
AssetMark Inc
387
AssetMark Inc
California
$1.08M +$399K +3,778 +59%
CG
388
Clarus Group
Texas
$1.08M -$100K -951 -9%
EFA
389
Evernest Financial Advisors
Indiana
$1.07M +$75.1K +711 +8%
LPT
390
Legacy Private Trust
Wisconsin
$1.07M
C
391
Croban
Ohio
$1.07M +$1.07M +10,127 New
BFP
392
Brewster Financial Planning
New York
$1.07M +$600K +5,684 +129%
TCM
393
TruNorth Capital Management
Michigan
$1.06M +$3.27K +31 +0.3%
CA
394
CGN Advisors
Kansas
$1.06M +$91.9K +870 +9%
USGIU
395
U.S. Global Investors (USGI)
Texas
$1.05M +$1.06M +10,000 New
AAM
396
Austin Asset Management
Texas
$1.05M +$39.9K +378 +4%
EFG
397
Everhart Financial Group
Ohio
$1.05M -$5.7K -54 -0.5%
HIF
398
Hill Island Financial
Michigan
$1.05M -$9.29K -88 -0.9%
CFGS
399
Concourse Financial Group Securities
Alabama
$1.03M +$50.9K +482 +5%
OP
400
ORG Partners
Indiana
$1.03M -$14.4K -136 -1%

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.