We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 53

0.31% more ownership

Funds ownership: 86.23%86.55% (+0.31%)

0% less funds holding

Funds holding: 752751 (-1)

8% less capital invested

Capital invested by funds: $8.57B → $7.85B (-$727M)

17% less funds holding in top 10

Funds holding in top 10: 4235 (-7)

21% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 319

Holders
751
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.92%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
51
Park Avenue Securities
New York
$23.7M -$451K -4,352 -2%
RWM
52
Ritholtz Wealth Management
New York
$23.6M +$397K +3,825 +2%
SIS
53
Strategic Investment Solutions
Illinois
$23.5M +$23.1M +222,515 +5,290%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$23.1M -$2.71M -26,164 -10%
MMA
55
Miracle Mile Advisors
California
$22.3M +$21.5M +207,176 +2,159%
BSW
56
Buckingham Strategic Wealth
Missouri
$21.9M +$657K +6,332 +3%
RWB
57
RMR Wealth Builders
New Jersey
$21.1M +$773K +7,450 +4%
HCM
58
Horiko Capital Management
New York
$19.9M -$996K -9,600 -5%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$19.5M -$7.55M -72,776 -28%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$19.1M -$784K -7,555 -4%
Comerica Bank
61
Comerica Bank
Texas
$18.9M +$19M +183,412 New
Goldman Sachs
62
Goldman Sachs
New York
$18.5M +$482K +4,651 +3%
APP
63
Avantax Planning Partners
Iowa
$17.6M -$1.16M -11,194 -6%
BCI
64
Brinker Capital Investments
Pennsylvania
$17.6M +$2.09M +20,183 +13%
OPS
65
Orion Portfolio Solutions
Nebraska
$17.6M +$2.09M +20,183 +13%
Nisa Investment Advisors
66
Nisa Investment Advisors
Missouri
$17.6M +$1.71M +16,490 +11%
SSWM
67
Sheets Smith Wealth Management
North Carolina
$16.9M -$3.42M -32,959 -17%
CAN
68
Cetera Advisor Networks
California
$16.4M +$6.55M +63,140 +66%
ERIM
69
Eagle Ridge Investment Management
Connecticut
$15.9M +$341K +3,287 +2%
LSAG
70
Lake Street Advisors Group
New Hampshire
$15.2M -$17.4M -168,103 -53%
AWE
71
Avidian Wealth Enterprises
Texas
$15.1M +$363K +3,503 +2%
MWP
72
Meridian Wealth Partners
Pennsylvania
$15.1M -$906K -8,737 -6%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$14.6M -$345K -3,328 -2%
AFG
74
Arkansas Financial Group
Arkansas
$14.1M +$230K +2,219 +2%
PCIA
75
Prime Capital Investment Advisors
Kansas
$13.4M -$2.61M -25,131 -16%

SUB Hedge Fund Activity: Q3 2023 in Review

751 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q3 2023, worth a combined $7.85B — down 8.5% from $8.57B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SUB positions and 53 closed out — a net gain of 9 holders — while 253 added to existing stakes and 319 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $55.7M. The largest seller was Jane Street, cutting an estimated $306M.

  • 751 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q3 2023, down from 752 in Q2 2023.
  • Funds reported $7.85B of iShares Short-Term National Muni Bond ETF stock for Q3 2023, down 8.5% quarter-over-quarter.
  • 62 funds opened new iShares Short-Term National Muni Bond ETF positions in Q3 2023 and 53 closed out, a net change of +9 holders.
  • The largest iShares Short-Term National Muni Bond ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $55.7M added.
  • The largest iShares Short-Term National Muni Bond ETF seller in Q3 2023 was Jane Street, an estimated $306M sold.

Based on aggregated 13F filings for Q3 2023.