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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
SCM
776
Steele Capital Management
Iowa
– -$828K -7,920 Closed
HF
777
HRT Financial
New York
– -$773K -7,401 Closed
WCM
778
Wealthcare Capital Management
Virginia
– -$660K -6,311 Closed
VNA
779
Valley National Advisers
Pennsylvania
– -$631K -6,040 Closed
OWMIAS
780
One Wealth Management Investment & Advisory Services
Florida
– -$504K -4,816 Closed
Susquehanna International Group
781
Susquehanna International Group
Pennsylvania
– -$488K -4,667 Closed
AAS
782
Ameritas Advisory Services
Nebraska
– -$403K -3,859 Closed
FTUS
783
Flow Traders U.S.
New York
– -$356K -3,402 Closed
IA
784
IFG Advisory
Georgia
– -$339K -3,240 Closed
AWA
785
Archvest Wealth Advisors
California
– -$337K -3,229 Closed
PWM
786
PBMares Wealth Management
Virginia
– -$294K -2,814 Closed
EFM
787
Eley Financial Management
Vermont
– -$294K -2,809 Closed
AIS
788
American Investment Services
Massachusetts
– -$276K -2,640 Closed
PCS
789
Private Client Services
Kentucky
– -$262K -2,502 Closed
WFAG
790
Worth Financial Advisory Group
North Carolina
– -$261K -2,498 Closed
CAC
791
Certified Advisory Corp
Florida
– -$249K -2,378 Closed
WPW
792
Watershed Private Wealth
Illinois
– -$248K -2,373 Closed
VFPW
793
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$237K -2,264 Closed
First Trust Advisors
794
First Trust Advisors
Illinois
– -$235K -2,250 Closed
NB
795
Nicolet Bankshares
Wisconsin
– -$233K -2,227 Closed
AWM
796
Able Wealth Management
New Jersey
– -$233K -2,226 Closed
RGC
797
Roberts, Glore & Co
Illinois
– -$226K -2,165 Closed
LA
798
Lane & Associates
New Jersey
– -$212K -2,028 Closed
TH
799
TCTC Holdings
Texas
– -$209K -2,000 Closed
OA
800
Operose Advisors
Wisconsin
– -$200K -1,914 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.