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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
BWM
76
Brown Wealth Management
Illinois
$12.1M -$1.79M -16,954 -13%
ACA
77
Ackerman Capital Advisors
Texas
$11.9M -$59.8K -567 -0.5%
TCM
78
TD Capital Management
Tennessee
$11.8M -$441K -4,181 -4%
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$11.5M +$131K +1,240 +1%
PAS
80
Park Avenue Securities
New York
$11.5M -$42.6K -404 -0.4%
LFG
81
Larson Financial Group
Missouri
$11.4M +$2.58M +24,461 +29%
GBT
82
Grove Bank & Trust
Florida
$11.2M +$171K +1,623 +2%
AWC
83
Abundance Wealth Counselors
Pennsylvania
$10.9M +$10.8M +102,780 New
MFIM
84
Mesirow Financial Investment Management
Illinois
$10.7M +$325K +3,083 +3%
B
85
Bailard
California
$10.5M +$396K +3,757 +4%
SFA
86
Sequoia Financial Advisors
Ohio
$10.3M -$671K -6,358 -6%
DWM
87
Dakota Wealth Management
Florida
$10.2M -$642K -6,081 -6%
PCIA
88
Prime Capital Investment Advisors
Kansas
$10.1M +$170K +1,615 +2%
AW
89
Alaethes Wealth
Nevada
$10.1M +$4.22M +39,993 +73%
HWA
90
Heartwood Wealth Advisors
Virginia
$10M +$334K +3,169 +3%
MW
91
MBL Wealth
North Carolina
$9.4M -$560K -5,308 -6%
IAN
92
Integrated Advisors Network
Texas
$9.33M -$1.04M -9,899 -10%
PIFP
93
Partners in Financial Planning
Virginia
$9.18M +$515K +4,881 +6%
OHIS
94
Oak Harvest Investment Services
Texas
$9.06M +$993K +9,410 +12%
QC
95
Quent Capital
New York
$8.94M +$653K +6,189 +8%
IWC
96
Integrated Wealth Concepts
Massachusetts
$8.88M -$691K -6,552 -7%
MWP
97
Meridian Wealth Partners
Pennsylvania
$8.76M -$1.04M -9,890 -11%
BL
98
Balentine LLC
Georgia
$8.66M +$25.4K +241 +0.3%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$8.26M +$6.1M +57,806 +290%
Envestnet Portfolio Solutions
100
Envestnet Portfolio Solutions
Illinois
$7.7M -$296K -2,808 -4%

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.