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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
AC
576
AWM Capital
Arizona
$365K -$39K -370 -10%
HKIM
577
Hayek Kallen Investment Management
Alabama
$364K
QPWM
578
Quadrant Private Wealth Management
Pennsylvania
$364K +$15.9K +151 +5%
RB
579
Renasant Bank
Mississippi
$361K
SWP
580
Summit Wealth Partners
Florida
$361K +$1.48K +14 +0.4%
SRC
581
Shufro Rose & Co
New York
$359K
FG
582
Foster Group
Iowa
$358K +$528 +5 +0.1%
CWM
583
Collaborative Wealth Management
Florida
$358K +$62.6K +593 +21%
CCFCSB
584
Cape Cod Five Cents Savings Bank
Massachusetts
$357K -$34.4K -326 -9%
TW
585
Towerpoint Wealth
California
$355K -$60.4K -572 -15%
IA
586
IFP Advisors
Florida
$354K -$73.3K -695 -17%
MWM
587
Modern Wealth Management
Kansas
$353K +$351K +3,327 New
TFGT
588
TS Financial Group (TSFG)
Illinois
$353K +$42.1K +399 +14%
HPFG
589
Hart & Patterson Financial Group
Massachusetts
$353K +$86.3K +818 +33%
LFS
590
Legacy Financial Strategies
Kansas
$342K -$37.7K -357 -10%
T
591
TNF
Montana
$340K +$1.27K +12 +0.4%
DW30
592
Drucker Wealth 3.0
New Jersey
$335K -$33.7K -319 -9%
SW
593
Simplicity Wealth
New Jersey
$332K -$577K -5,471 -64%
HGWM
594
Horst & Graben Wealth Management
Oregon
$330K +$1.69K +16 +0.5%
FCI
595
Financial Counselors Inc
Kansas
$329K +$91.3K +865 +39%
UB
596
UMB Bank
Missouri
$327K +$24.2K +229 +8%
TA
597
TruWealth Advisors
Louisiana
$326K -$83.1K -788 -20%
PIMG
598
Patriot Investment Management Group
Tennessee
$325K
CAMG
599
CWA Asset Management Group
Florida
$323K +$321K +3,046 New
CAG
600
Csenge Advisory Group
Florida
$321K +$320K +3,029 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.