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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
EWM
751
EPG Wealth Management
Georgia
$6.48K +$6.44K +61 New
IWP
752
IAG Wealth Partners
Wisconsin
$5.95K -$38.8K -368 -87%
HIA
753
Harbor Investment Advisory
Maryland
$5.63K – – –
VCM
754
Viewpoint Capital Management
Washington
$5.32K – – –
ITIM
755
Indiana Trust & Investment Management
Indiana
$2.97K +$2.95K +28 New
HI
756
Horizon Investments
North Carolina
$2.96K -$7.17M -67,934 -100%
BTI
757
Blue Trust Inc
Georgia
$2.93K +$1.37K +13 +87%
CAS
758
Coppell Advisory Solutions
Texas
$2.44K – – –
FCM
759
Fourpath Capital Management
Oklahoma
$2.02K +$2K +19 New
HGERS
760
Householder Group Estate & Retirement Specialist
Arizona
$2K +$2.11K +20 New
IAIM
761
International Assets Investment Management
Florida
$1.25K +$14M +132,738 New
AWM
762
Activest Wealth Management
Florida
$438 – – –
CTB
763
Country Trust Bank
Illinois
$425 – – –
FWP
764
FAS Wealth Partners
Kansas
$107 +$106 +1 New
FCAS
765
First Command Advisory Services
Texas
$106 +$106 +1 New
GA
766
GFS Advisors
Texas
– -$5K -149,101 Closed
WCM
767
Windham Capital Management
Massachusetts
– -$8.74M -83,624 Closed
FFS
768
Founders Financial Securities
Maryland
– -$7.12M -68,147 Closed
PI
769
Parkside Investments
Illinois
– -$3.76M -36,000 Closed
MWM
770
Mittelman Wealth Management
Massachusetts
– -$3.65M -34,902 Closed
RI
771
Rinkey Investments
California
– -$3.25M -31,119 Closed
OPPS
772
Obsidian Personal Planning Solutions
Maryland
– -$2.75M -26,339 Closed
OMC
773
Old Mission Capital
Illinois
– -$1.43M -13,691 Closed
CWA
774
Continuum Wealth Advisors
New York
– -$1.4M -13,405 Closed
CCWA
775
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$1.17M -11,204 Closed
29 30
31
32 33

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.