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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
IA
501
IFG Advisory
Georgia
$618K +$619K +5,858 New
NG
502
Novem Group
New York
$609K +$610K +5,771 New
OWA
503
Opal Wealth Advisors
New York
$608K +$361K +3,417 +145%
FLA
504
Financial Life Advisors
Texas
$603K +$26.4K +250 +5%
PGAM
505
Princeton Global Asset Management
New Jersey
$602K +$50.7K +480 +9%
LW
506
Libra Wealth
California
$601K
DCM
507
Donaldson Capital Management
Indiana
$600K -$199K -1,888 -25%
CPP
508
Capasso Planning Partners
South Carolina
$599K -$2.18M -20,665 -78%
PFA
509
Petra Financial Advisors
Colorado
$587K -$6.13K -58 -1%
EH
510
Equitable Holdings
New York
$586K -$1.34M -12,710 -70%
HFA
511
High Falls Advisors
New York
$586K -$1.06K -10 -0.2%
RWP
512
Revolve Wealth Partners
New Jersey
$586K -$240K -2,276 -29%
SAM
513
Smartleaf Asset Management
Massachusetts
$582K +$275K +2,602 +89%
SAM
514
SP Asset Management
California
$580K
GWMR
515
GC Wealth Management RIA
Massachusetts
$574K -$282K -2,670 -33%
TFO
516
Timonier Family Office
North Carolina
$565K +$566K +5,358 New
AWM
517
Accurate Wealth Management
Florida
$564K +$29.5K +279 +6%
MWM
518
Modern Wealth Management
Kansas
$562K +$212K +2,004 +60%
I
519
INVST
Indiana
$562K +$5.07K +48 +0.9%
AWP
520
Avid Wealth Partners
Texas
$561K -$397K -3,758 -41%
PW
521
Peninsula Wealth
California
$558K -$6.23K -59 -1%
CTA
522
Colonial Trust Advisors
South Carolina
$553K +$211 +2 +0%
GC
523
Grimes & Company
Massachusetts
$549K -$43K -407 -7%
KW
524
Keyvantage Wealth
Pennsylvania
$547K +$548K +5,190 New
RFP
525
Roth Financial Partners
Texas
$545K +$317K +3,005 +139%

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.