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iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 53

0.31% more ownership

Funds ownership: 86.23%86.55% (+0.31%)

0% less funds holding

Funds holding: 752751 (-1)

8% less capital invested

Capital invested by funds: $8.57B → $7.85B (-$727M)

17% less funds holding in top 10

Funds holding in top 10: 4235 (-7)

21% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 319

Holders
751
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.92%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APIM
551
Agate Pass Investment Management
Washington
$401K -$16.1K -155 -4%
KeyBank National Association
552
KeyBank National Association
Ohio
$400K +$79.1K +763 +24%
AWA
553
Aletheian Wealth Advisors
Washington
$396K -$209K -2,014 -34%
BAM
554
Belpointe Asset Management
Nevada
$394K -$95.5K -921 -19%
WCF
555
West Coast Financial
California
$393K
CWM
556
Centurion Wealth Management
Virginia
$390K +$1.35K +13 +0.3%
BF
557
Brooklyn FI
New York
$390K -$1.12M -10,774 -74%
HSBC Holdings
558
HSBC Holdings
United Kingdom
$389K -$250K -2,407 -39%
WF
559
Warner Financial
Maryland
$389K
GWSG
560
GPS Wealth Strategies Group
Colorado
$388K -$19K -183 -5%
BWM
561
Baystate Wealth Management
Massachusetts
$385K +$11.3K +109 +3%
GD
562
Grandfield & Dodd
New York
$384K
WS
563
Wedbush Securities
California
$384K -$1.97M -19,016 -84%
AI
564
Auour Investments
Massachusetts
$382K -$57K -550 -13%
SIM
565
Stratos Investment Management
Ohio
$381K +$726 +7 +0.2%
C1AG
566
Client 1st Advisory Group
Florida
$381K
AG
567
Ascent Group
Virginia
$379K -$330K -3,185 -47%
PFBT
568
Parkside Financial Bank & Trust
Missouri
$376K +$141K +1,362 +60%
CIP
569
Cornerstone Investment Partners
Georgia
$373K +$376K +3,622 New
KPWG
570
KFA Private Wealth Group
Virginia
$372K +$60.8K +586 +19%
QPWM
571
Quadrant Private Wealth Management
Pennsylvania
$372K +$375K +3,619 New
DWA
572
Delap Wealth Advisory
Oregon
$367K
FHA
573
Flagship Harbor Advisors
Massachusetts
$364K +$4.56K +44 +1%
ACM
574
Antonetti Capital Management
Florida
$362K +$519 +5 +0.1%
FA
575
Financial Alternatives
California
$361K +$1.97K +19 +0.5%

SUB Hedge Fund Activity: Q3 2023 in Review

751 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q3 2023, worth a combined $7.85B — down 8.5% from $8.57B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SUB positions and 53 closed out — a net gain of 9 holders — while 253 added to existing stakes and 319 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $55.7M. The largest seller was Jane Street, cutting an estimated $306M.

  • 751 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q3 2023, down from 752 in Q2 2023.
  • Funds reported $7.85B of iShares Short-Term National Muni Bond ETF stock for Q3 2023, down 8.5% quarter-over-quarter.
  • 62 funds opened new iShares Short-Term National Muni Bond ETF positions in Q3 2023 and 53 closed out, a net change of +9 holders.
  • The largest iShares Short-Term National Muni Bond ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $55.7M added.
  • The largest iShares Short-Term National Muni Bond ETF seller in Q3 2023 was Jane Street, an estimated $306M sold.

Based on aggregated 13F filings for Q3 2023.