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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
S
726
SignatureFD
Georgia
$43.4K
LWCFA
727
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39.6K +$39.6K +375 New
LWANC
728
Laurel Wealth Advisors (North Carolina)
North Carolina
$36.8K
BWAM
729
Boyd Watterson Asset Management
Ohio
$34.9K
OC
730
Oarsman Capital
Wisconsin
$31.9K +$31.7K +300 New
ATS
731
Ashton Thomas Securities
New York
$30.7K
DIP
732
DT Investment Partners
Pennsylvania
$28.5K -$70.1K -664 -71%
CB
733
CNB Bank
Pennsylvania
$27.6K
FAM
734
Family Asset Management
South Carolina
$27.5K -$9.6K -91 -26%
GM
735
GeoWealth Management
Illinois
$25.1K -$26.2K -248 -51%
CIA
736
Cape Investment Advisory
Georgia
$24.6K +$1.58K +15 +7%
FCT
737
First Community Trust
Iowa
$22.3K -$377K -3,575 -94%
NL
738
NVWM LLC
Pennsylvania
$21.2K
SWC
739
Spectrum Wealth Counsel
Indiana
$20.9K
RA
740
Rise Advisors
New York
$19.6K +$19.4K +184 New
EC
741
Elequin Capital
New York
$17.6K -$1.57M -14,836 -99%
SWM
742
Sugarloaf Wealth Management
Georgia
$13.7K -$633 -6 -4%
ME
743
McIlrath & Eck
Washington
$13.7K
PCWA
744
Pacific Capital Wealth Advisors
California
$12.5K -$53K -502 -81%
TIM
745
Tortoise Investment Management
New York
$10.6K
KSWA
746
Kathleen S. Wright Associates
Pennsylvania
$10.4K -$106 -1 -1%
CAM
747
Clarity Asset Management
Iowa
$9.62K -$4.59M -43,544 -100%
OLVIG
748
Oliver Lagore Vanvalin Investment Group
Michigan
$9.35K
NRC
749
New Republic Capital
North Carolina
$9.35K +$1.05K +10 +13%
MWA
750
MFA Wealth Advisors
Pennsylvania
$6.9K

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.