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iShares Short-Term National Muni Bond ETF
SUB

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
Members Trust
51
Members Trust
Florida
$22.1M -$729K -6,905 -3%
Corient Private Wealth
52
Corient Private Wealth
Florida
$21.2M +$633K +6,000 +3%
MWM
53
Modera Wealth Management
New Jersey
$21.2M +$761K +7,213 +4%
MWM
54
Merriman Wealth Management
Washington
$20.1M +$3.03M +28,709 +18%
PCIG
55
Partners Capital Investment Group
Massachusetts
$19.6M -$9.77M -92,640 -33%
M&T Bank
56
M&T Bank
New York
$19.4M +$12.7M +120,562 +194%
BPA
57
Beacon Pointe Advisors
California
$18.6M -$1.06M -10,090 -5%
SC
58
Slow Capital
California
$18.6M -$1.37M -13,029 -7%
Comerica Bank
59
Comerica Bank
Texas
$18.6M +$175K +1,656 +1%
ERIM
60
Eagle Ridge Investment Management
Connecticut
$18.4M +$755K +7,157 +4%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$18.3M +$1.64M +15,518 +10%
MML Investors Services
62
MML Investors Services
Massachusetts
$18.1M +$1.48M +13,981 +9%
RWM
63
Rockwood Wealth Management
Pennsylvania
$17.6M +$42.7K +405 +0.2%
Osaic Holdings
64
Osaic Holdings
Arizona
$17.3M -$5.59M -53,009 -25%
AFG
65
Arkansas Financial Group
Arkansas
$17.1M +$503K +4,771 +3%
AA
66
Alesco Advisors
New York
$16.1M +$161K +1,524 +1%
AIA
67
Alera Investment Advisors
Illinois
$14.9M -$312K -2,955 -2%
BOPW
68
Brandywine Oak Private Wealth
Pennsylvania
$14.8M +$412K +3,909 +3%
Nisa Investment Advisors
69
Nisa Investment Advisors
Missouri
$14.8M -$3.37M -31,895 -19%
FCH
70
Freestone Capital Holdings
Washington
$14.6M +$195K +1,847 +1%
OCM
71
One Capital Management
California
$14.4M +$143K +1,357 +1%
SSWM
72
Sheets Smith Wealth Management
North Carolina
$13.6M -$664K -6,296 -5%
FLPIM
73
F.L. Putnam Investment Management
Massachusetts
$13M +$67.3K +638 +0.5%
TC
74
TownSquare Capital
Utah
$12.8M -$1.83M -17,382 -13%
KPWS
75
Kestra Private Wealth Services
Texas
$12.7M +$1.81M +17,111 +17%
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3
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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.