iShares Short-Term National Muni Bond ETF
785 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 76 closing their positions.
61% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 76
20% more funds holding in top 10
Funds holding in top 10: 35 → 42 (+7)
9% more capital invested
Capital invested by funds: $7.85B → $8.57B (+$721M)
5.2% more ownership
Funds ownership: 86.55% → 91.74% (+5.2%)
5% more funds holding
Funds holding: 751 → 785 (+34)
15% less repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 315
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$402M |
| 2 |
Jane Street
New York
|
+$134M |
| 3 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$109M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$59.2M |
| 5 |
Bank of New York Mellon
New York
|
+$32.3M |
Top Sellers
SUB Hedge Fund Activity: Q4 2023 in Review
785 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q4 2023, worth a combined $8.57B — up 9.2% from $7.85B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new SUB positions and 76 closed out — a net gain of 46 holders — while 267 added to existing stakes and 315 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $402M. The largest seller was Envestnet Asset Management, cutting an estimated $64M.
- 785 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q4 2023, up from 751 in Q3 2023.
- Funds reported $8.57B of iShares Short-Term National Muni Bond ETF stock for Q4 2023, up 9.2% quarter-over-quarter.
- 122 funds opened new iShares Short-Term National Muni Bond ETF positions in Q4 2023 and 76 closed out, a net change of +46 holders.
- The largest iShares Short-Term National Muni Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $402M added.
- The largest iShares Short-Term National Muni Bond ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $64M sold.
Based on aggregated 13F filings for Q4 2023.