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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
BFG
676
Bleakley Financial Group
New Jersey
$287K -$258K -2,444 -47%
DE
677
Diversified Enterprises
Delaware
$286K -$79.6K -754 -22%
OSAM
678
O'Shaughnessy Asset Management
Connecticut
$286K -$12.1K -115 -4%
HBT
679
Hills Bank & Trust
Iowa
$285K +$285K +2,702 New
BIP
680
Blueprint Investment Partners
North Carolina
$285K -$401K -3,799 -58%
MCM
681
Mattern Capital Management
Colorado
$282K -$350K -3,311 -55%
WE
682
Wealth Effects
Massachusetts
$281K +$281K +2,662 New
WC
683
Whitney & Co
New York
$280K -$35.1K -332 -11%
TF
684
Theory Financial
Colorado
$280K +$2.64K +25 +1%
CFS
685
Coordinated Financial Services
Colorado
$278K +$278K +2,634 New
IB
686
Intrust Bank
Kansas
$271K +$271K +2,570 New
IFPL
687
Investments & Financial Planning LLC
Kentucky
$271K -$9.08K -86 -3%
VWA
688
VERITY Wealth Advisors
United States
$271K -$820K -7,760 -75%
AFP
689
Ausdal Financial Partners
Iowa
$270K +$2.64K +25 +1%
XT
690
XTX Topco
Cayman Islands
$269K +$269K +2,551 New
AI
691
Auour Investments
Massachusetts
$268K +$57.7K +546 +28%
AIM
692
Advyzon Investment Management
Illinois
$268K +$268K +2,540 New
SHF
693
Stage Harbor Financial
Massachusetts
$267K +$268K +2,535 New
GWM
694
Gibbs Wealth Management
Georgia
$266K +$267K +2,525 New
WG
695
Wealth Group
North Carolina
$266K +$23.2K +220 +10%
SXL
696
Summit X LLC
Missouri
$263K -$37.2K -352 -12%
DWM
697
Dopkins Wealth Management
New York
$262K
CAL
698
Capital Advisors Ltd
Ohio
$259K
PCA
699
Pallas Capital Advisors
Massachusetts
$259K -$1.88M -17,774 -88%
HSBC Holdings
700
HSBC Holdings
United Kingdom
$259K -$118K -1,121 -31%

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.