iShares Short-Term National Muni Bond ETF
757 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 71 closing their positions.
6% less repeat investments, than reductions
Existing positions increased: 284 | Existing positions reduced: 302
4% less funds holding
Funds holding: 785 → 757 (-28)
4.83% less ownership
Funds ownership: 91.74% → 86.91% (-4.8%)
10% less capital invested
Capital invested by funds: $8.57B → $7.68B (-$893M)
21% less first-time investments, than exits
New positions opened: 56 | Existing positions closed: 71
31% less funds holding in top 10
Funds holding in top 10: 42 → 29 (-13)
Top Buyers
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$41M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$25.9M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$23.5M |
| 4 |
Jane Street
New York
|
+$18.2M |
| 5 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$17.6M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$408M |
| 2 |
Bank of New York Mellon
New York
|
-$118M |
| 3 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
-$113M |
| 4 |
JP Morgan Chase
New York
|
-$37.8M |
| 5 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$35.6M |
SUB Hedge Fund Activity: Q1 2024 in Review
757 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q1 2024, worth a combined $7.68B — down 10% from $8.57B a quarter earlier.
Sellers outnumbered buyers: 71 funds closed out of SUB and 56 opened new positions — a net loss of 15 holders — while 302 trimmed existing stakes and 284 added.
The largest buyer was Mercer Global Advisors, adding an estimated $41M. The largest seller was Morgan Stanley, cutting an estimated $408M.
- 757 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q1 2024, down from 785 in Q4 2023.
- Funds reported $7.68B of iShares Short-Term National Muni Bond ETF stock for Q1 2024, down 10% quarter-over-quarter.
- 56 funds opened new iShares Short-Term National Muni Bond ETF positions in Q1 2024 and 71 closed out, a net change of -15 holders.
- The largest iShares Short-Term National Muni Bond ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $41M added.
- The largest iShares Short-Term National Muni Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $408M sold.
Based on aggregated 13F filings for Q1 2024.