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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
EB
426
Exchange Bank
California
$873K +$561K +5,311 +179%
RFP
427
RCS Financial Planning
Maryland
$866K +$151K +1,430 +21%
WHCI
428
W.H. Cornerstone Investments
Massachusetts
$866K +$41.3K +391 +5%
PC
429
Prairiewood Capital
North Dakota
$863K
IA
430
IFP Advisors
Florida
$860K +$470K +4,449 +134%
PWM
431
Power Wealth Management
Georgia
$857K +$56K +530 +7%
ACS
432
Archford Capital Strategies
Illinois
$851K +$92.1K +872 +12%
LW
433
Linscomb Wealth
Texas
$843K +$12K +114 +1%
NB
434
NBT Bank
New York
$839K -$31.7K -300 -4%
BOC
435
Blue Oak Capital
California
$837K +$839K +7,939 New
WCA
436
Westover Capital Advisors
Delaware
$836K -$8.24K -78 -1%
FAFN
437
First Affirmative Financial Network
Colorado
$836K -$33K -312 -4%
FHA
438
First Horizon Advisors
Tennessee
$829K +$321K +3,036 +63%
PFA
439
Pure Financial Advisors
California
$829K -$273K -2,582 -25%
DJSG
440
D.J. St. Germain
Massachusetts
$809K +$239K +2,265 +42%
CMBA
441
C.M. Bidwell & Associates
Hawaii
$805K
Lido Advisors
442
Lido Advisors
California
$805K -$159K -1,510 -17%
PA
443
Parallel Advisors
California
$802K -$634K -6,000 -44%
BSTWA
444
Blake Schutter Theil Wealth Advisors
Ohio
$801K
VIM
445
Vista Investment Management
Pennsylvania
$800K
PCA
446
Prosperity Capital Advisors
Ohio
$792K +$330K +3,123 +71%
DB
447
Dravo Bay
Delaware
$788K +$95K +899 +14%
RPA
448
Rock Point Advisors
Vermont
$787K +$10.6K +100 +1%
RTL
449
Red Tortoise LLC
Georgia
$783K +$176K +1,670 +29%
HWP
450
Heritage Wealth Partners
Ohio
$781K -$15.6K -148 -2%

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.