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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
EWM
126
Elmwood Wealth Management
California
$5.92M -$447K -4,232 -7%
BFA
127
Bragg Financial Advisors
North Carolina
$5.91M +$1.49M +14,114 +34%
ZF
128
Zhang Financial
Michigan
$5.89M -$45.6K -432 -0.8%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$5.89M -$140K -1,327 -2%
Baird Financial Group
130
Baird Financial Group
Wisconsin
$5.84M +$1.11M +10,544 +24%
LFS
131
Lutz Financial Services
Nebraska
$5.7M -$15.3K -145 -0.3%
LPP
132
Life Planning Partners
Florida
$5.69M -$975K -9,245 -15%
SFM
133
Signet Financial Management
New Jersey
$5.66M -$213K -2,017 -4%
WA
134
Waverly Advisors
Alabama
$5.51M +$25.6K +243 +0.5%
HSG
135
Helen Stephens Group
Texas
$5.49M -$789K -7,474 -13%
CCM
136
Coldstream Capital Management
Washington
$5.45M +$1.96M +18,600 +57%
ERIC
137
Eagle Rock Investment Company
Georgia
$5.44M -$619K -5,869 -10%
EWM
138
Empirical Wealth Management
Washington
$5.43M +$25.1K +238 +0.5%
APW
139
Austin Private Wealth
Texas
$5.37M -$252K -2,390 -5%
PWMG
140
Private Wealth Management Group
New Jersey
$5.3M -$321K -3,047 -6%
TFA
141
Transamerica Financial Advisors
Florida
$5.28M -$683K -6,476 -12%
G
142
GenTrust
Florida
$5.19M +$5.15M +48,831 New
CL
143
Choreo LLC
Illinois
$5.12M +$4.03M +38,235 +382%
FPAS
144
Focus Partners Advisor Solutions
Missouri
$5.04M +$5M +47,428 New
MFS
145
McNamara Financial Services
Massachusetts
$4.99M +$423K +4,012 +9%
MFA
146
Mayflower Financial Advisors
Massachusetts
$4.88M -$23.4K -222 -0.5%
DPI
147
Diversified Portfolios Inc
Michigan
$4.86M -$444K -4,210 -8%
PFM
148
Phillips Financial Management
Indiana
$4.82M -$283K -2,686 -6%
NW
149
NewEdge Wealth
Pennsylvania
$4.81M +$52K +493 +1%
FFA
150
Farther Finance Advisors
California
$4.8M +$2.01M +19,055 +73%

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.