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iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 53

0.31% more ownership

Funds ownership: 86.23%86.55% (+0.31%)

0% less funds holding

Funds holding: 752751 (-1)

8% less capital invested

Capital invested by funds: $8.57B → $7.85B (-$727M)

17% less funds holding in top 10

Funds holding in top 10: 4235 (-7)

21% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 319

Holders
751
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.92%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFPG
476
Waller Financial Planning Group
Ohio
$616K -$1.14K -11 -0.2%
CTA
477
Colonial Trust Advisors
South Carolina
$610K -$21.6K -208 -3%
AIA
478
Armor Investment Advisors
North Carolina
$606K +$54.8K +528 +10%
PFGIA
479
Patriot Financial Group Insurance Agency
Massachusetts
$606K +$118K +1,138 +24%
VWM
480
Venturi Wealth Management
Texas
$604K +$2.49K +24 +0.4%
GFPC
481
Global Financial Private Client
Florida
$602K -$72K -694 -11%
CCG
482
Chatham Capital Group
Georgia
$602K
TC
483
TAGStone Capital
North Carolina
$589K -$933 -9 -0.2%
MWC
484
MBM Wealth Consultants
Missouri
$587K +$301K +2,902 +104%
LW
485
Libra Wealth
California
$586K
PIMG
486
Patriot Investment Management Group
Tennessee
$577K
CM
487
Columbus Macro
Pennsylvania
$559K -$218K -2,104 -28%
FC
488
FCA Corp
Texas
$557K -$11.4K -110 -2%
PCA
489
Prosperity Capital Advisors
Ohio
$556K +$10.1K +97 +2%
SPA
490
Shore Point Advisors
New Jersey
$553K -$12.8K -123 -2%
BWG
491
Beta Wealth Group
California
$553K -$1.25M -12,024 -69%
WA
492
WBH Advisory
Maryland
$549K +$5.19K +50 +0.9%
CGFA
493
Colton Groome Financial Advisors
North Carolina
$547K -$118K -1,135 -18%
DWM
494
Destination Wealth Management
California
$547K -$33.5K -323 -6%
Millennium Management
495
Millennium Management
New York
$540K -$28K -270 -5%
RF
496
RHS Financial
California
$533K +$247K +2,386 +85%
Janney Montgomery Scott
497
Janney Montgomery Scott
Pennsylvania
$531K -$24.2K -233 -4%
T
498
TNF
Montana
$529K -$190K -1,835 -26%
VNA
499
Valley National Advisers
Pennsylvania
$526K
OSAM
500
O'Shaughnessy Asset Management
Connecticut
$526K +$189K +1,825 +56%

SUB Hedge Fund Activity: Q3 2023 in Review

751 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q3 2023, worth a combined $7.85B — down 8.5% from $8.57B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SUB positions and 53 closed out — a net gain of 9 holders — while 253 added to existing stakes and 319 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $55.7M. The largest seller was Jane Street, cutting an estimated $306M.

  • 751 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q3 2023, down from 752 in Q2 2023.
  • Funds reported $7.85B of iShares Short-Term National Muni Bond ETF stock for Q3 2023, down 8.5% quarter-over-quarter.
  • 62 funds opened new iShares Short-Term National Muni Bond ETF positions in Q3 2023 and 53 closed out, a net change of +9 holders.
  • The largest iShares Short-Term National Muni Bond ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $55.7M added.
  • The largest iShares Short-Term National Muni Bond ETF seller in Q3 2023 was Jane Street, an estimated $306M sold.

Based on aggregated 13F filings for Q3 2023.