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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
MIS
451
Morningstar Investment Services
Illinois
$778K +$779K +7,373 New
FHC
452
First Heartland Consultants
Missouri
$773K +$121K +1,142 +18%
CSP
453
Cary Street Partners
Virginia
$772K +$773K +7,322 New
GS
454
GWN Securities
Florida
$770K +$770K +7,292 New
HI
455
Harbour Investments
Wisconsin
$764K +$183K +1,737 +32%
CA
456
Crewe Advisors
Utah
$764K +$458K +4,340 +150%
EFG
457
Ethos Financial Group
Pennsylvania
$754K +$458K +4,339 +154%
TWM
458
Trinity Wealth Management
Pennsylvania
$749K +$65.3K +618 +10%
CFG
459
Carr Financial Group
Massachusetts
$748K +$4.75K +45 +0.6%
STA
460
Smith Thornton Advisors
Alabama
$742K +$9.19K +87 +1%
BFA
461
Beaumont Financial Advisors
Massachusetts
$739K
PSA
462
Plum Street Advisors
Louisiana
$737K +$123K +1,168 +20%
AWA
463
Aletheian Wealth Advisors
Washington
$737K +$215K +2,036 +41%
FA
464
FF Advisors
California
$737K
CA
465
Continuum Advisory
Idaho
$737K +$2.43K +23 +0.3%
MIA
466
MainStreet Investment Advisors
Illinois
$731K +$153K +1,450 +26%
VNIM
467
Vaughan Nelson Investment Management
Texas
$714K
TFG
468
Tilson Financial Group
New Jersey
$712K -$61K -578 -8%
CISOA
469
Capital Investment Services of America
Wisconsin
$712K +$211K +2,000 +42%
SB
470
Strategic Blueprint
Georgia
$711K -$99K -937 -12%
SL
471
SWMG LLC
Texas
$711K -$8.55K -81 -1%
DIA
472
Dean Investment Associates
Ohio
$701K
CPBTD
473
Central Pacific Bank - Trust Division
Hawaii
$701K -$181K -1,715 -21%
MPWT
474
MassMutual Private Wealth & Trust
Connecticut
$700K -$31.7K -300 -4%
JSA
475
Jacobson & Schmitt Advisors
Wisconsin
$692K +$693K +6,560 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.