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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
AG
401
Ascent Group
Virginia
$1.03M +$151K +1,426 +17%
SPA
402
Shore Point Advisors
New Jersey
$1.02M +$76.7K +726 +8%
WA
403
WPG Advisers
Maryland
$1M +$1M +9,512 New
VPP
404
Vertex Planning Partners
Illinois
$961K +$138K +1,310 +17%
CFG
405
Cosner Financial Group
Colorado
$954K
CCM
406
Carlson Capital Management
Minnesota
$934K +$150K +1,419 +19%
FFA
407
Fragasso Financial Advisors
Pennsylvania
$930K
LWA
408
LifeGoal Wealth Advisors
New York
$928K +$929K +8,795 New
RF
409
RHS Financial
California
$923K -$27.4K -259 -3%
LAMC
410
Longview Asset Management (California)
California
$921K +$922K +8,734 New
CCG
411
Chatham Capital Group
Georgia
$915K
HP
412
Hilltop Partners
Indiana
$908K -$82.4K -780 -8%
KWM
413
Keebeck Wealth Management
Illinois
$906K -$538K -5,093 -37%
TWM
414
TriaGen Wealth Management
California
$901K +$902K +8,541 New
BJL
415
Brighton Jones LLC
Washington
$899K +$518K +4,904 +135%
MG
416
Mather Group
Illinois
$896K +$1.27K +12 +0.1%
PWA
417
Physician Wealth Advisors
Utah
$887K -$80.4K -761 -8%
SCA
418
Scott Capital Advisors
Oregon
$887K -$183K -1,728 -17%
PP
419
Postrock Partners
Oregon
$886K +$887K +8,400 New
JAA
420
Joel Adams & Associates
North Carolina
$885K +$886K +8,390 New
RW
421
Rede Wealth
Virginia
$884K +$142K +1,349 +19%
WPC
422
Wedmont Private Capital
Pennsylvania
$879K +$63.8K +604 +8%
TWP
423
Total Wealth Planning
Ohio
$877K -$279K -2,639 -24%
CFG
424
Certior Financial Group
Pennsylvania
$876K +$877K +8,305 New
BMWS
425
Brady Martz Wealth Solutions
North Dakota
$873K +$876K +8,295 New

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.