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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
GWSG
701
GPS Wealth Strategies Group
Colorado
$123K – – –
JIP
702
Jaffetilchin Investment Partners
Florida
$120K +$120K +1,133 New
RF
703
Robinswood Financial
Washington
$116K – – –
VWM
704
Valley Wealth Managers
New Jersey
$115K – – –
LIS
705
Legacy Investment Solutions
Idaho
$112K +$112K +1,058 New
LWMI
706
Legacy Wealth Management (Idaho)
Idaho
$112K +$112K +1,058 New
CAL
707
Capital Analysts LLC
Pennsylvania
$110K -$32.5K -308 -23%
DF
708
Dunhill Financial
United Kingdom
$108K +$107K +1,014 New
AAG
709
Armstrong Advisory Group
Massachusetts
$102K – – –
AF
710
Aviso Financial
Ontario, Canada
$101K – – –
IBOK
711
Independence Bank of Kentucky
Kentucky
$98.2K – – –
WOSD
712
WFA of San Diego
California
$94.9K -$27.7K -263 -23%
FWA
713
FSC Wealth Advisors
New York
$83.9K +$422 +4 +0.5%
HWA
714
HHM Wealth Advisors
Tennessee
$74.3K – – –
CIAS
715
Capital Investment Advisory Services
North Carolina
$73.9K – – –
TCG
716
Transcendent Capital Group
Oklahoma
$72.9K +$10.8K +102 +17%
PP
717
Pacifica Partners
Canada
$71.7K -$2.64K -25 -4%
HNB
718
Huntington National Bank
Ohio
$68.2K – – –
M
719
MOTCO
Texas
$67.6K – – –
GWP
720
Gen-Wealth Partners
Michigan
$66.5K -$3.17K -30 -5%
CSWM
721
Cassady Schiller Wealth Management
Ohio
$62.9K – – –
SHIM
722
Stone House Investment Management
Pennsylvania
$54.5K – – –
SC
723
SouthState Corp
Florida
$50.7K -$422 -4 -0.8%
MWM
724
Mascoma Wealth Management
New Hampshire
$47.8K – – –
AWM
725
Avior Wealth Management
Nebraska
$43.6K +$41.3K +391 +1,955%
27 28
29
30 31

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.