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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
CNC
451
Citizens & Northern Corp
Pennsylvania
$630K -$355K -3,367 -36%
YIA
452
YHB Investment Advisors
Connecticut
$628K -$29K -275 -4%
PFS
453
Prospera Financial Services
Texas
$626K +$1.9K +18 +0.3%
CW
454
Code Waechter
Florida
$626K +$622K +5,893 New
TC
455
TAGStone Capital
North Carolina
$623K +$3.27K +31 +0.5%
RFC
456
Regions Financial Corp
Alabama
$623K -$112K -1,057 -15%
FCA
457
FinTrust Capital Advisors
South Carolina
$622K +$599K +5,681 +3,174%
PSA
458
Plum Street Advisors
Louisiana
$618K +$9.39K +89 +2%
PPC
459
Park Place Capital
Alabama
$613K -$17.4K -165 -3%
RTL
460
Red Tortoise LLC
Georgia
$611K +$67.1K +636 +12%
EP
461
Edgestream Partners
New Jersey
$607K +$603K +5,719 New
LW
462
Libra Wealth
California
$605K
PFA
463
Petra Financial Advisors
Colorado
$597K +$3.38K +32 +0.6%
WA
464
WBH Advisory
Maryland
$597K -$66.2K -627 -10%
GC
465
Grimes & Company
Massachusetts
$596K +$2.95K +28 +0.5%
HFA
466
High Falls Advisors
New York
$591K +$65.5K +621 +13%
HI
467
Harbour Investments
Wisconsin
$585K -$18.8K -178 -3%
SAM
468
SP Asset Management
California
$584K
MIA
469
MainStreet Investment Advisors
Illinois
$582K -$61.1K -579 -10%
MW
470
Maia Wealth
Colorado
$582K +$298K +2,821 +105%
FLA
471
Financial Life Advisors
Texas
$580K -$34.1K -323 -6%
SA
472
Stewardship Advisors
Pennsylvania
$579K +$575K +5,449 New
DJSG
473
D.J. St. Germain
Massachusetts
$574K +$225K +2,135 +65%
PA
474
Procyon Advisors
Connecticut
$570K
PW
475
Peninsula Wealth
California
$567K -$42.1K -399 -7%

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.