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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
PAG
101
Private Advisor Group
New Jersey
$7.67M +$4.37M +41,392 +134%
OCG
102
Opus Capital Group
Ohio
$7.67M -$31.2K -296 -0.4%
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$7.58M +$1.61M +15,285 +27%
GI
104
GAMMA Investing
California
$7.4M +$1.27M +12,073 +21%
NFG
105
Northeast Financial Group
Pennsylvania
$7.28M +$2.36M +22,376 +48%
APP
106
Avantax Planning Partners
Iowa
$7.24M -$1.82M -17,276 -20%
CCB
107
Country Club Bank
Missouri
$7.22M +$1.36M +12,932 +24%
ACM
108
AUA Capital Management
Pennsylvania
$7.17M -$25.4K -241 -0.4%
CCM
109
Condor Capital Management
New Jersey
$7.13M +$113K +1,069 +2%
CCA
110
Clearwater Capital Advisors
Illinois
$7.08M +$374K +3,540 +6%
NAS
111
Nicolet Advisory Services
Wisconsin
$6.93M -$33K -313 -0.5%
DAS
112
Dynamic Advisor Solutions
Arizona
$6.91M -$307K -2,913 -4%
HCM
113
Horiko Capital Management
New York
$6.89M -$6.91M -65,505 -50%
MBFW
114
Morton Brown Family Wealth
Pennsylvania
$6.88M -$1.49M -14,157 -18%
LA
115
LVW Advisors
New York
$6.84M +$325K +3,077 +5%
ST
116
Smithfield Trust
Pennsylvania
$6.82M +$1.24M +11,781 +22%
ASN
117
Advisory Services Network
Georgia
$6.75M – – –
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$6.67M +$366K +3,467 +6%
BCM
119
Brookstone Capital Management
Illinois
$6.65M +$407K +3,856 +7%
RJFSA
120
Raymond James Financial Services Advisors
Florida
$6.62M -$88.9K -843 -1%
EWA
121
EP Wealth Advisors
California
$6.36M +$334K +3,163 +6%
LA
122
Lindenwold Advisors
Pennsylvania
$6.31M -$298K -2,823 -5%
JWA
123
JFS Wealth Advisors
Pennsylvania
$6.28M -$528K -5,000 -8%
PP
124
PDS Planning
Ohio
$6.09M +$493K +4,670 +9%
BC
125
Brio Consultants
California
$5.98M -$4.44M -42,098 -43%
3 4
5
6 7

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.