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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
TC
651
Trust Company
Kansas
$247K -$44K -417 -15%
TWM
652
TSA Wealth Management
Texas
$246K +$244K +2,313 New
WG
653
Wealth Group
North Carolina
$244K +$243K +2,299 New
CM
654
Columbus Macro
Pennsylvania
$244K
FIA
655
Foundations Investment Advisors
Arizona
$243K +$241K +2,288 New
GAM
656
Gemmer Asset Management
California
$241K +$240K +2,275 New
BFO
657
Boston Family Office
Massachusetts
$237K -$60.7K -575 -20%
PG
658
Proffitt & Goodson
Tennessee
$230K
CAM
659
Creekmur Asset Management
Illinois
$229K +$7.07K +67 +3%
RFP
660
Roth Financial Partners
Texas
$229K -$6.86K -65 -3%
ES
661
Eagle Strategies
New York
$228K -$10.3K -98 -4%
RZH
662
Relyea Zuckerberg Hanson
Connecticut
$226K +$225K +2,128 New
TFG
663
Team Financial Group
California
$225K -$40.3K -382 -15%
OFP
664
OLIO Financial Planning
Virginia
$221K
WDG
665
Wealth Dimensions Group
Ohio
$216K
SFG
666
SevenBridge Financial Group
Pennsylvania
$216K
LSAG
667
Lake Street Advisors Group
New Hampshire
$215K -$106 -1 -0%
FRA
668
Frank Rimerman Advisors
California
$215K
AWA
669
Arete Wealth Advisors
Illinois
$214K -$26.4K -250 -11%
PWPS
670
Pinnacle Wealth Planning Services
Ohio
$212K
S
671
Sachetta
Massachusetts
$212K
SMA
672
Sage Mountain Advisors
Georgia
$212K
GFG
673
Goldstone Financial Group
Illinois
$212K
SS
674
Sunbelt Securities
Texas
$210K +$8.97K +85 +4%
TSS
675
Two Sigma Securities
New York
$209K -$189K -1,794 -48%

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.