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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
CA
426
Continuum Advisory
Idaho
$734K +$180K +1,702 +32%
ACP
427
Aviance Capital Partners
Florida
$727K -$304K -2,877 -30%
RFP
428
RCS Financial Planning
Maryland
$720K +$61.3K +581 +9%
SL
429
SWMG LLC
Texas
$719K -$27.5K -261 -4%
VNIM
430
Vaughan Nelson Investment Management
Texas
$718K +$24.8K +235 +4%
DIA
431
Dean Investment Associates
Ohio
$706K
DB
432
Dravo Bay
Delaware
$698K +$633 +6 +0.1%
MA
433
McBroom & Associates
Nevada
$693K +$5.28K +50 +0.8%
CFD
434
Creative Financial Designs
Indiana
$690K -$58.2K -552 -8%
BIP
435
Blueprint Investment Partners
North Carolina
$690K +$685K +6,497 New
TWM
436
Trinity Wealth Management
Pennsylvania
$688K -$214K -2,033 -24%
NFG
437
Nations Financial Group
Iowa
$687K +$44.9K +426 +7%
CFGF
438
Compass Financial Group (Florida)
Florida
$685K +$6.75K +64 +1%
AssetMark Inc
439
AssetMark Inc
California
$682K -$18.8K -178 -3%
AIA
440
Armor Investment Advisors
North Carolina
$680K -$41.4K -392 -6%
WT
441
Whittier Trust
California
$679K
IF
442
Intrua Financial
Texas
$678K +$104K +982 +18%
DWM
443
Destination Wealth Management
California
$670K +$40.5K +384 +6%
CFP
444
Cascade Financial Partners
California
$670K +$8.97K +85 +1%
CF
445
Cyr Financial
Illinois
$669K -$68.8K -652 -9%
BNP Paribas Financial Markets
446
BNP Paribas Financial Markets
France
$663K -$2.94M -27,842 -82%
FHC
447
First Heartland Consultants
Missouri
$656K +$251K +2,380 +63%
MCM
448
MidAtlantic Capital Management
Virginia
$652K
HWMC
449
Heritage Wealth Management (California)
California
$651K -$178K -1,684 -22%
MCM
450
Mattern Capital Management
Colorado
$635K -$3M -28,462 -83%

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.