We are live on ! Find out more
SUB icon

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
ATPW
801
Ashton Thomas Private Wealth
Arizona
– -$170K -1,625 Closed
FF
802
Friedenthal Financial
New Jersey
– -$170K -1,625 Closed
TCWA
803
Turtle Creek Wealth Advisors
Texas
– -$134K -1,283 Closed
WL
804
WIT LLC
District of Columbia
– -$122M -1,166 Closed
AFWM
805
Abich Financial Wealth Management
Virginia
– -$84.4K -807 Closed
CB
806
Chris Bulman
California
– -$83.8K -802 Closed
NP
807
NorthRock Partners
Minnesota
– -$35.8K -342 Closed
SSB
808
Sandy Spring Bank
Maryland
– -$28.3K -271 Closed
LIA
809
Lynx Investment Advisory
District of Columbia
– -$25.7K -246 Closed
CTC
810
Central Trust Company
Missouri
– -$21.9K -210 Closed
1832 Asset Management
811
1832 Asset Management
Ontario, Canada
– -$18.7K -179 Closed
RIA
812
Realta Investment Advisors
Delaware
– -$15.7K -150 Closed
HWP
813
Highline Wealth Partners
California
– -$12.3K -118 Closed
UWS
814
Unique Wealth Strategies
Illinois
– -$10.5K -100 Closed
TSWM
815
Tyler-Stone Wealth Management
Ohio
– -$7.25K -69 Closed
HT
816
Headlands Technologies
Illinois
– -$5.23K -50 Closed
RWMG
817
Redwood Wealth Management Group
New Jersey
– -$5.23K -50 Closed
TRCT
818
Tower Research Capital (TRC)
New York
– -$5.12K -49 Closed
KFS
819
Kelly Financial Services
Massachusetts
– -$3.55K -34 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.