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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
BP
476
BWM Planning
Texas
$690K +$691K +6,542 New
SAM
477
Strive Asset Management
Ohio
$690K +$691K +6,540 New
ACP
478
Aviance Capital Partners
Florida
$689K -$32.6K -309 -5%
FCP
479
Fidelis Capital Partners
Florida
$686K +$272K +2,577 +66%
DWS
480
Dynamic Wealth Strategies
California
$686K -$48.8K -462 -7%
PA
481
Probity Advisors
Texas
$680K -$513K -4,855 -43%
NFG
482
Nations Financial Group
Iowa
$678K -$4.22K -40 -0.6%
WT
483
Whittier Trust
California
$674K
YIA
484
YHB Investment Advisors
Connecticut
$674K +$50.2K +475 +8%
CFGF
485
Compass Financial Group (Florida)
Florida
$673K -$7.5K -71 -1%
DWM
486
Destination Wealth Management
California
$671K +$5.6K +53 +0.8%
SA
487
Stewardship Advisors
Pennsylvania
$668K +$93.7K +887 +16%
SFMG
488
Sage Financial Management Group
Virginia
$660K -$200K -1,897 -23%
SIM
489
Synergy Investment Management
Florida
$659K +$660K +6,248 New
WWA
490
Wingate Wealth Advisors
Massachusetts
$658K +$659K +6,238 New
CFO
491
CVA Family Office
Colorado
$650K +$371K +3,514 +133%
MCM
492
MidAtlantic Capital Management
Virginia
$647K
MFG
493
Merit Financial Group
Georgia
$639K +$271K +2,563 +73%
DWT
494
Dorsey & Whitney Trust
South Dakota
$636K -$151K -1,426 -19%
CF
495
Cyr Financial
Illinois
$630K -$34.9K -330 -5%
GL
496
Graypoint LLC
New York
$629K +$66.6K +631 +12%
CNC
497
Citizens & Northern Corp
Pennsylvania
$625K
CW
498
Code Waechter
Florida
$622K
TC
499
TAGStone Capital
North Carolina
$621K +$2.43K +23 +0.4%
SWA
500
Stratos Wealth Advisors
Ohio
$618K -$781K -7,399 -56%

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.