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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
AWM
526
AE Wealth Management
Kansas
$448K +$124K +1,171 +38%
NAM
527
NorthCrest Asset Manangement
Minnesota
$442K -$55.7K -528 -11%
CC
528
Capstone Capital
Nevada
$438K -$52.8K -500 -11%
CIP
529
Cornerstone Investment Partners
Georgia
$436K +$29.1K +276 +7%
TW
530
Traveka Wealth
California
$433K
WFPG
531
Waller Financial Planning Group
Ohio
$433K +$11.4K +108 +3%
DAS
532
Diversify Advisory Services
Utah
$430K -$66.2K -627 -13%
CT
533
Colonial Trust
South Carolina
$427K
WTC
534
WhitTier Trust Company
Nevada
$426K
HWA
535
HCR Wealth Advisors
California
$425K
RA
536
Riversedge Advisors
Delaware
$424K -$7.49K -71 -2%
RFP
537
Root Financial Partners
California
$420K +$417K +3,952 New
KeyBank National Association
538
KeyBank National Association
Ohio
$420K +$63.4K +601 +18%
WWM
539
Waterway Wealth Management
Texas
$419K -$564K -5,347 -58%
EWA
540
ERTS Wealth Advisors
Michigan
$414K +$6.75K +64 +2%
BEI
541
Benjamin Edwards Inc
Missouri
$413K +$410K +3,882 New
RRCM
542
Rappaport Reiches Capital Management
Illinois
$412K +$410K +3,884 New
FCP
543
Fidelis Capital Partners
Florida
$412K +$412K +3,909 New
CWM
544
Centurion Wealth Management
Virginia
$412K +$409K +3,877 New
OC
545
Oppenheimer & Co
New York
$409K -$2.89M -27,358 -88%
SIM
546
Stratos Investment Management
Ohio
$408K +$1.05K +10 +0.3%
EWA
547
Elevate Wealth Advisory
Georgia
$408K -$11.9K -113 -3%
PCG
548
Prosperity Consulting Group
Maryland
$407K +$405K +3,837 New
SWP
549
ShoreHaven Wealth Partners
New Jersey
$405K -$40.9K -388 -9%
MGIA
550
Moneta Group Investment Advisors
Missouri
$405K +$402K +3,811 New

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.