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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
WPC
401
Wedmont Private Capital
Pennsylvania
$820K +$150K +1,423 +23%
AFG
402
Atomi Financial Group
New York
$819K +$202K +1,915 +33%
KPWG
403
KFA Private Wealth Group
Virginia
$818K +$212K +2,008 +35%
SB
404
Strategic Blueprint
Georgia
$815K +$82K +777 +11%
SGCA
405
Steel Grove Capital Advisors
Tennessee
$812K -$323K -3,064 -29%
CMBA
406
C.M. Bidwell & Associates
Hawaii
$810K +$44.9K +426 +6%
BSTWA
407
Blake Schutter Theil Wealth Advisors
Ohio
$806K +$801K +7,593 New
PWM
408
Power Wealth Management
Georgia
$806K +$61.6K +584 +8%
VIM
409
Vista Investment Management
Pennsylvania
$806K +$55.4K +525 +7%
DCM
410
Donaldson Capital Management
Indiana
$805K -$1.58K -15 -0.2%
HWP
411
Heritage Wealth Partners
Ohio
$802K -$92.3K -875 -10%
DWT
412
Dorsey & Whitney Trust
South Dakota
$791K +$27.7K +263 +4%
CCM
413
Carlson Capital Management
Minnesota
$789K +$96.4K +914 +14%
RPA
414
Rock Point Advisors
Vermont
$782K +$2.64K +25 +0.3%
TFG
415
Tilson Financial Group
New Jersey
$778K +$773K +7,327 New
CSPIA
416
Cary Street Partners Investment Advisory
Virginia
$778K
ACS
417
Archford Capital Strategies
Illinois
$762K -$48.3K -458 -6%
Jones Financial Companies
418
Jones Financial Companies
Missouri
$749K +$177K +1,676 +31%
CFG
419
Carr Financial Group
Massachusetts
$748K +$3.27K +31 +0.4%
RW
420
Rede Wealth
Virginia
$747K +$21K +199 +3%
BFA
421
Beaumont Financial Advisors
Massachusetts
$744K
DWS
422
Dynamic Wealth Strategies
California
$740K -$22.3K -211 -3%
FA
423
FF Advisors
California
$739K -$70.7K -670 -9%
STA
424
Smith Thornton Advisors
Alabama
$737K +$51.1K +484 +7%
MPWT
425
MassMutual Private Wealth & Trust
Connecticut
$736K +$134K +1,271 +22%

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.