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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
SCG
526
Sonata Capital Group
Washington
$542K +$10.6K +100 +2%
BAAM
527
Baker Avenue Asset Management
California
$542K +$58.1K +550 +12%
WA
528
WBH Advisory
Maryland
$539K -$54K -511 -9%
CA
529
CoreCap Advisors
Michigan
$538K +$3.7K +35 +0.7%
OCM
530
Objective Capital Management
Ohio
$537K +$23.8K +225 +5%
Bessemer Group
531
Bessemer Group
New Jersey
$537K
IWA
532
Icon Wealth Advisors
Texas
$536K -$1.8K -17 -0.3%
RWM
533
Rialto Wealth Management
New York
$535K +$535K +5,068 New
MADFP
534
Michael A Dubis Financial Planning
Wisconsin
$534K +$534K +5,060 New
OWM
535
Orgel Wealth Management
Wisconsin
$528K -$759K -7,184 -59%
HAIM
536
Hunter Associates Investment Management
Pennsylvania
$527K
OBWG
537
Onyx Bridge Wealth Group
New York
$525K +$526K +4,977 New
MLA
538
My Legacy Advisors
Oregon
$524K +$65.1K +616 +14%
PA
539
PFG Advisors
Arizona
$524K -$13.2K -125 -2%
BFG
540
Berger Financial Group
Minnesota
$523K -$21.7K -205 -4%
MWM
541
Meridian Wealth Management
Kentucky
$522K +$35.8K +339 +7%
CWM
542
Chesapeake Wealth Management
Virginia
$522K +$47.5K +450 +10%
OWCM
543
One Wealth Capital Management
Arizona
$516K +$517K +4,892 New
EFS
544
Essex Financial Services
Connecticut
$515K
AWS
545
Aspen Wealth Strategies
Colorado
$514K +$106 +1 +0%
KWM
546
Kingsview Wealth Management
Oregon
$513K -$18.2K -172 -3%
RA
547
Riversedge Advisors
Delaware
$510K +$89.6K +848 +21%
TWM
548
Tanager Wealth Management
United Kingdom
$508K
ATPW
549
Ashton Thomas Private Wealth
Arizona
$508K +$508K +4,812 New
MWP
550
Madison Wealth Partners
Wisconsin
$505K -$54.5K -516 -10%

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.