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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
EIA
551
Edgemoor Investment Advisors
Maryland
$505K +$232K +2,200 +85%
IWM
552
IHT Wealth Management
Illinois
$504K -$7.71K -73 -2%
CT
553
Colonial Trust
South Carolina
$504K +$79.4K +752 +19%
JCM
554
Jacobi Capital Management
Pennsylvania
$503K +$2.96K +28 +0.6%
BWM
555
Bernard Wealth Management
Michigan
$500K +$500K +4,737 New
HA
556
Helium Advisors
Washington
$494K +$495K +4,687 New
CIA
557
Concurrent Investment Advisors
Florida
$493K +$198K +1,878 +67%
BWM
558
BCGM Wealth Management
Indiana
$485K +$25.1K +238 +5%
FIA
559
Foundations Investment Advisors
Arizona
$484K +$243K +2,301 +101%
HTC
560
Haverford Trust Company
Pennsylvania
$482K
FM
561
Foster & Motley
Ohio
$482K -$12.7K -120 -3%
CFB
562
Cullen/Frost Bankers
Texas
$481K +$14.3K +135 +3%
PCG
563
Prosperity Consulting Group
Maryland
$480K +$75.5K +715 +19%
BAM
564
Berkshire Asset Management
Pennsylvania
$478K
BWP
565
Bernardo Wealth Planning
Pennsylvania
$477K -$63.4K -600 -12%
PPC
566
Park Place Capital
Alabama
$468K -$140K -1,330 -23%
CIP
567
Cornerstone Investment Partners
Georgia
$467K +$34.1K +323 +8%
SGCA
568
Steel Grove Capital Advisors
Tennessee
$466K -$340K -3,220 -42%
TIAM2
569
Tru Independence Asset Management 2
Oregon
$463K
HWMC
570
Heritage Wealth Management (California)
California
$462K -$184K -1,743 -28%
PA
571
Procyon Advisors
Connecticut
$462K -$104K -987 -18%
LRPA
572
L. Roy Papp & Associates
Arizona
$459K
BRIA
573
Balanced Rock Investment Advisors
Massachusetts
$455K -$4.86K -46 -1%
CAMG
574
CWA Asset Management Group
Florida
$451K +$129K +1,225 +40%
CTWM
575
Cherry Tree Wealth Management
Minnesota
$449K -$36.4K -345 -8%

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.