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iShares Short-Term National Muni Bond ETF
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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
HG
626
Harbor Group
New Hampshire
$290K +$1.05K +10 +0.4%
EAM
627
Eagle Asset Management
Florida
$287K +$287K +2,717 New
First Manhattan
628
First Manhattan
New York
$287K – – –
OWP
629
ORG Wealth Partners
Texas
$283K +$281K +2,666 New
IFPL
630
Investments & Financial Planning LLC
Kentucky
$282K -$4.22K -40 -1%
WA
631
Wealthstream Advisors
New York
$282K – – –
CFO
632
CVA Family Office
Colorado
$281K +$77K +730 +38%
BWP
633
Baldwin Wealth Partners
Massachusetts
$280K +$279K +2,640 New
AC
634
ASB Consultores
Florida
$278K -$18.3K -173 -6%
TF
635
Theory Financial
Colorado
$277K -$194K -1,843 -41%
EP
636
Essential Planning
New Hampshire
$277K – – –
EIA
637
Edgemoor Investment Advisors
Maryland
$275K – – –
AFP
638
Ausdal Financial Partners
Iowa
$270K +$268K +2,539 New
PFGIA
639
Patriot Financial Group Insurance Agency
Massachusetts
$266K -$195K -1,845 -42%
Pathstone Holdings
640
Pathstone Holdings
New Jersey
$266K -$4.12K -39 -2%
DWM
641
Dopkins Wealth Management
New York
$264K – – –
NWM
642
Napa Wealth Management
California
$263K -$216K -2,049 -45%
CAL
643
Capital Advisors Ltd
Ohio
$260K -$163K -1,541 -39%
BW
644
Bison Wealth
Georgia
$257K -$120K -1,142 -32%
CIP
645
Capital Insight Partners
Arizona
$255K -$224K -2,121 -47%
FCM
646
Firestone Capital Management
Florida
$254K +$1.27K +12 +0.5%
FPW
647
Flagship Private Wealth
Massachusetts
$251K +$250K +2,367 New
HS
648
Horan Securities
United States
$251K -$6.33K -60 -2%
NS
649
NBC Securities
Alabama
$250K +$94.3K +894 +61%
OWA
650
Opal Wealth Advisors
New York
$250K – – –
24 25
26
27 28

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.