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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
SPF
601
South Plains Financial
Texas
$400K +$401K +3,796 New
WCP
602
Wealthcare Capital Partners
Pennsylvania
$400K +$401K +3,795 New
WF
603
Warner Financial
Maryland
$399K
EWA
604
ERTS Wealth Advisors
Michigan
$398K -$13.3K -126 -3%
AWP
605
Astra Wealth Partners
New Jersey
$396K +$397K +3,757 New
GD
606
Grandfield & Dodd
New York
$394K
LWA
607
Lineweaver Wealth Advisors
Ohio
$394K +$394K +3,732 New
TWP
608
Tyche Wealth Partners
Texas
$393K
WPC
609
White Pine Capital
Minnesota
$393K +$394K +3,730 New
XPN
610
XY Planning Network
Montana
$393K +$393K +3,722 New
C1AG
611
Client 1st Advisory Group
Florida
$391K
OC
612
Oppenheimer & Co
New York
$391K -$15.1K -143 -4%
BEI
613
Benjamin Edwards Inc
Missouri
$390K -$20.5K -194 -5%
BA
614
Ballast Advisors
Minnesota
$389K +$14.8K +140 +4%
CWMS
615
Cannon Wealth Management Services
North Carolina
$387K +$16.4K +155 +4%
GAA
616
Guardian Asset Advisors
Pennsylvania
$387K -$11.2K -106 -3%
SWA
617
Sax Wealth Advisors
New Jersey
$386K
WS
618
Wedbush Securities
California
$385K -$2.01K -19 -0.5%
GSIAS
619
Garden State Investment Advisory Services
New Jersey
$384K +$8.55K +81 +2%
FPW
620
Flagship Private Wealth
Massachusetts
$384K +$135K +1,275 +54%
PFGIA
621
Patriot Financial Group Insurance Agency
Massachusetts
$381K +$116K +1,102 +44%
BB
622
Busey Bank
Illinois
$379K +$380K +3,597 New
TVM
623
True Vision MN
Minnesota
$378K -$4.54K -43 -1%
LSWP
624
Liberty Square Wealth Partners
Pennsylvania
$374K +$373K +3,536 New
WWG
625
West Wealth Group
California
$374K +$8.34K +79 +2%

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.