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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
GL
476
Graypoint LLC
New York
$566K +$250K +2,370 +80%
MWP
477
Madison Wealth Partners
Wisconsin
$563K +$9.39K +89 +2%
I
478
INVST
Indiana
$560K +$185K +1,752 +50%
CTA
479
Colonial Trust Advisors
South Carolina
$556K +$79.2K +751 +17%
PGAM
480
Princeton Global Asset Management
New Jersey
$555K -$7.39K -70 -1%
Fifth Third Bancorp
481
Fifth Third Bancorp
Ohio
$550K +$227K +2,150 +71%
BFG
482
Bleakley Financial Group
New Jersey
$548K -$47.1K -446 -8%
WPW
483
Waldron Private Wealth
Pennsylvania
$548K +$15.4K +146 +3%
BFG
484
Berger Financial Group
Minnesota
$548K -$80.5K -763 -13%
BWP
485
Bernardo Wealth Planning
Pennsylvania
$543K -$92.1K -873 -15%
IWA
486
Icon Wealth Advisors
Texas
$541K -$1.16K -11 -0.2%
PA
487
PFG Advisors
Arizona
$541K -$157K -1,487 -23%
Bessemer Group
488
Bessemer Group
New Jersey
$540K
TFA
489
Tobias Financial Advisors
Florida
$539K
CA
490
CoreCap Advisors
Michigan
$538K +$535K +5,066 New
AWM
491
Accurate Wealth Management
Florida
$537K +$261K +2,469 +95%
SCG
492
Sonata Capital Group
Washington
$535K +$531K +5,036 New
KWM
493
Kingsview Wealth Management
Oregon
$535K +$9.18K +87 +2%
HAIM
494
Hunter Associates Investment Management
Pennsylvania
$531K
TNBTD
495
Trustmark National Bank Trust Department
Mississippi
$529K +$526K +4,985 New
AWA
496
Aletheian Wealth Advisors
Washington
$526K +$2.11K +20 +0.4%
AWS
497
Aspen Wealth Strategies
Colorado
$518K -$5.49K -52 -1%
OCM
498
Objective Capital Management
Ohio
$517K +$514K +4,870 New
EFS
499
Essex Financial Services
Connecticut
$516K
IWM
500
IHT Wealth Management
Illinois
$515K -$169K -1,600 -25%

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.