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iShares Short-Term National Muni Bond ETF
SUB

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: 757 → 761 (+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: 29 → 21 (-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
–

Top Buyers

1
CWM
CIBC World Markets
New York
+$52.8M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$39M
3
Renaissance Technologies
Renaissance Technologies
New York
+$31.2M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$28.7M
5
IAIM
International Assets Investment Management
Florida
+$14M

Top Sellers

1
WL
WIT LLC
District of Columbia
-$122M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$80M
3
Jane Street
Jane Street
New York
-$75.6M
4
AWM
Angeles Wealth Management
California
-$51.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$52.2M -$342K -3,243 -0.7%
AF
27
Allworth Financial
California
$52.1M +$249K +2,364 +0.5%
HIG
28
Heritage Investment Group
Florida
$49.1M +$159K +1,505 +0.3%
TI
29
Truepoint Inc
Ohio
$37.9M +$1.2M +11,375 +3%
HighTower Advisors
30
HighTower Advisors
Illinois
$36.5M +$1.84M +17,480 +5%
WCWM
31
Willow Creek Wealth Management
California
$35.9M +$776K +7,354 +2%
Cerity Partners
32
Cerity Partners
New York
$35.6M +$5.22M +49,503 +17%
Stifel Financial
33
Stifel Financial
Missouri
$34.2M +$3.3M +31,287 +11%
DCM
34
DGS Capital Management
New Jersey
$31.1M +$1.36M +12,895 +5%
ONB
35
Old National Bancorp
Indiana
$30.5M +$5.71M +54,097 +23%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$28.1M +$7.61M +72,122 +37%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$27.7M +$902K +8,549 +3%
WJA
38
Willis Johnson & Associates
Texas
$26.9M +$1.87M +17,764 +8%
AC
39
Apella Capital
Connecticut
$26.8M +$1.58M +14,930 +6%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$26.6M +$3.19M +30,214 +14%
BCI
41
Brinker Capital Investments
Pennsylvania
$26.2M +$2.55M +24,147 +11%
OPS
42
Orion Portfolio Solutions
Nebraska
$26.2M +$2.55M +24,147 +11%
Goldman Sachs
43
Goldman Sachs
New York
$25.6M -$3.7M -35,052 -13%
RJA
44
Raymond James & Associates
Florida
$25.5M -$1.88M -17,777 -7%
CFG
45
Citizens Financial Group
Rhode Island
$24.9M -$309K -2,924 -1%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$24.5M +$3.34M +31,660 +16%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$24.4M +$13.7M +130,158 +130%
RWM
48
Ritholtz Wealth Management
New York
$23.5M +$293K +2,781 +1%
RWB
49
RMR Wealth Builders
New Jersey
$22.7M +$1.53M +14,469 +7%
CWM
50
Cahaba Wealth Management
Georgia
$22.3M -$7.51M -71,144 -25%
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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.