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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
LFGO
151
Legacy Financial Group (Oklahoma)
Oklahoma
$4.7M -$315K -2,983 -6%
William Blair & Company
152
William Blair & Company
Illinois
$4.65M -$1.67M -15,826 -27%
PP
153
PrairieView Partners
Minnesota
$4.61M +$439K +4,159 +11%
EK
154
Evensky & Katz
Florida
$4.6M +$6.01K +57 +0.1%
CTA
155
Chesley Taft & Associates
Illinois
$4.54M +$380K +3,600 +9%
AIM
156
Alhambra Investment Management
Florida
$4.53M -$251K -2,377 -5%
WIA
157
World Investment Advisors
California
$4.53M +$132K +1,248 +3%
DW
158
Durante & Waters
New York
$4.53M +$177K +1,677 +4%
BlackRock
159
BlackRock
New York
$4.46M -$1.85M -17,562 -29%
NA
160
NewEdge Advisors
Louisiana
$4.46M +$18.7K +177 +0.4%
FCIM
161
Fairview Capital Investment Management
California
$4.45M -$106K -1,000 -2%
WANY
162
Wealthspire Advisors (New York)
New York
$4.41M +$3.76M +35,611 +599%
PGFC
163
Peapack-Gladstone Financial Corp
New Jersey
$4.41M +$440K +4,169 +11%
VA
164
Valmark Advisers
Ohio
$4.4M +$15.6K +148 +0.4%
SAG
165
SageView Advisory Group
California
$4.39M +$4.36M +41,331 New
AWE
166
Avidian Wealth Enterprises
Texas
$4.37M -$1.04M -9,835 -19%
FAT
167
First American Trust
California
$4.34M +$484K +4,592 +13%
SIM
168
Studio Investment Management
Illinois
$4.33M -$68.6K -650 -2%
PG
169
Patten Group
Tennessee
$4.2M +$659K +6,248 +19%
BFG
170
Baron Financial Group
New Jersey
$4.19M -$90.7K -860 -2%
SWP
171
Stratos Wealth Partners
Ohio
$4.16M -$240K -2,272 -5%
MPM
172
Meritage Portfolio Management
Kansas
$4.11M -$136K -1,288 -3%
MWAM
173
Manhattan West Asset Management
California
$4.03M -$2.07M -19,658 -34%
BLC
174
Brown, Lisle/Cummings
Rhode Island
$3.95M
SA
175
Sanctuary Advisors
Indiana
$3.87M -$1.3M -12,299 -25%

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.