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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
FHA
501
First Horizon Advisors
Tennessee
$512K -$94.3K -894 -16%
TWM
502
Tanager Wealth Management
United Kingdom
$511K +$508K +4,816 New
CA
503
Clearstead Advisors
Ohio
$506K +$158K +1,500 +46%
CISOA
504
Capital Investment Services of America
Wisconsin
$504K
JCM
505
Jacobi Capital Management
Pennsylvania
$503K +$2K +19 +0.4%
Fidelity Investments
506
Fidelity Investments
Massachusetts
$498K +$92.3K +875 +23%
FM
507
Foster & Motley
Ohio
$498K -$22.5K -213 -4%
MWM
508
Meridian Wealth Management
Kentucky
$490K +$487K +4,613 New
CTWM
509
Cherry Tree Wealth Management
Minnesota
$488K +$10.1K +96 +2%
CGFA
510
Colton Groome Financial Advisors
North Carolina
$488K +$54.9K +520 +13%
BAAM
511
Baker Avenue Asset Management
California
$487K +$16.9K +160 +4%
HTC
512
Haverford Trust Company
Pennsylvania
$486K
CWM
513
Chesapeake Wealth Management
Virginia
$478K -$120K -1,140 -20%
BAM
514
Berkshire Asset Management
Pennsylvania
$473K
UBV
515
United Bank (Virginia)
Virginia
$471K -$20.5M -194,585 -98%
CFB
516
Cullen/Frost Bankers
Texas
$470K +$28.2K +267 +6%
BFP
517
Brewster Financial Planning
New York
$469K +$264K +2,502 +130%
TIAM2
518
Tru Independence Asset Management 2
Oregon
$466K +$463K +4,387 New
PCA
519
Prosperity Capital Advisors
Ohio
$466K +$219K +2,075 +90%
BWM
520
BCGM Wealth Management
Indiana
$463K -$2.43K -23 -0.5%
MLA
521
My Legacy Advisors
Oregon
$463K +$87.6K +830 +24%
BRIA
522
Balanced Rock Investment Advisors
Massachusetts
$463K -$16.8K -159 -4%
LRPA
523
L. Roy Papp & Associates
Arizona
$462K
IPA
524
Investment Planning Advisors
Georgia
$457K
LG
525
LaFleur & Godfrey
Michigan
$450K -$25.3K -240 -5%

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.