We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF
SUB

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: 757 → 761 (+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: 29 → 21 (-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
–

Top Buyers

1
CWM
CIBC World Markets
New York
+$52.8M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$39M
3
Renaissance Technologies
Renaissance Technologies
New York
+$31.2M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$28.7M
5
IAIM
International Assets Investment Management
Florida
+$14M

Top Sellers

1
WL
WIT LLC
District of Columbia
-$122M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$80M
3
Jane Street
Jane Street
New York
-$75.6M
4
AWM
Angeles Wealth Management
California
-$51.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
601
Everett Harris & Co
California
$319K – – –
HIMC
602
Heritage Investors Management Corp
Maryland
$318K – – –
WC
603
Whitney & Co
New York
$317K +$1.05K +10 +0.3%
AWA
604
Alta Wealth Advisors
Massachusetts
$315K – – –
EB
605
Exchange Bank
California
$315K – – –
MFC
606
Morris Financial Concepts
South Carolina
$314K +$15.2K +144 +5%
APIM
607
Agate Pass Investment Management
Washington
$313K – – –
JFGIW
608
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$312K -$133K -1,264 -30%
CPL
609
CAP Partners LLC
Tennessee
$311K -$739 -7 -0.2%
SAF
610
Smith Anglin Financial
Texas
$311K -$66.7K -632 -18%
KA
611
Kovack Advisors
Florida
$310K – – –
SAM
612
Smartleaf Asset Management
Massachusetts
$309K +$83.5K +791 +37%
CA
613
Crewe Advisors
Utah
$308K -$95K -900 -24%
EW
614
Elyxium Wealth
California
$305K +$303K +2,876 New
SPI
615
Sutton Place Investors
New York
$305K +$2.22K +21 +0.7%
WAG
616
Winthrop Advisory Group
Massachusetts
$301K +$106 +1 +0%
AWM
617
Avitas Wealth Management
California
$300K -$8.23K -78 -3%
OSAM
618
O'Shaughnessy Asset Management
Connecticut
$299K +$1.48K +14 +0.5%
EFG
619
Ethos Financial Group
Pennsylvania
$299K – – –
SXL
620
Summit X LLC
Missouri
$298K -$12.6K -119 -4%
CIA
621
Concurrent Investment Advisors
Florida
$297K +$9.71K +92 +3%
FHA
622
Flagship Harbor Advisors
Massachusetts
$295K +$23.4K +222 +9%
MAM
623
McLean Asset Management
Virginia
$293K – – –
WCF
624
West Coast Financial
California
$293K – – –
HNWA
625
Henrickson Nauta Wealth Advisors
Michigan
$292K – – –
23 24
25
26 27

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.