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iShares Short-Term National Muni Bond ETF

751 hedge funds and large institutions have $7.85B invested in iShares Short-Term National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 253 increasing their positions, 319 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 53

0.31% more ownership

Funds ownership: 86.23%86.55% (+0.31%)

0% less funds holding

Funds holding: 752751 (-1)

8% less capital invested

Capital invested by funds: $8.57B → $7.85B (-$727M)

17% less funds holding in top 10

Funds holding in top 10: 4235 (-7)

21% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 319

Holders
751
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.92%
Holding in Top 10
35
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
62
Increased
253
Reduced
319
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AW
176
Alaethes Wealth
Nevada
$4.76M +$4.8M +46,245 New
CCA
177
Clearwater Capital Advisors
Illinois
$4.74M +$199K +1,915 +4%
API
178
Advisor Partners II
California
$4.69M +$4.73M +45,611 New
CW
179
Connectus Wealth
Ohio
$4.69M +$4.73M +45,560 New
JWA
180
JFS Wealth Advisors
Pennsylvania
$4.56M -$362K -3,495 -7%
ST
181
Smithfield Trust
Pennsylvania
$4.43M +$1.12M +10,780 +33%
QC
182
Quent Capital
New York
$4.39M +$3.85M +37,147 +676%
MFS
183
McNamara Financial Services
Massachusetts
$4.34M -$24.6K -237 -0.6%
PCA
184
Pallas Capital Advisors
Massachusetts
$4.33M +$4.36M +42,019 New
ANTB
185
AMG National Trust Bank
Colorado
$4.32M -$5.19K -50 -0.1%
HCC
186
Hirtle Callaghan & Co
Pennsylvania
$4.16M +$25.9K +250 +0.6%
CFMC
187
Curbstone Financial Management Corp
New Hampshire
$4.14M -$104K -1,000 -2%
Baird Financial Group
188
Baird Financial Group
Wisconsin
$4.06M +$2.27M +21,887 +124%
SWM
189
Spire Wealth Management
Virginia
$4.02M -$98.1K -946 -2%
PAG
190
Private Advisor Group
New Jersey
$3.91M +$373K +3,600 +10%
KPWS
191
Kestra Private Wealth Services
Texas
$3.86M +$1.1M +10,573 +39%
RC
192
Roundview Capital
New Jersey
$3.85M -$414K -3,996 -10%
JIR
193
James Investment Research
Ohio
$3.85M -$20.7K -200 -0.5%
BLC
194
Brown, Lisle/Cummings
Rhode Island
$3.83M
OWM
195
Orgel Wealth Management
Wisconsin
$3.81M -$616K -5,935 -14%
LNC
196
Lincoln National Corp
Pennsylvania
$3.75M +$1.01M +9,700 +36%
OWA
197
One Wealth Advisors
California
$3.74M +$445K +4,291 +13%
VA
198
Valmark Advisers
Ohio
$3.69M -$16.7K -161 -0.4%
WP
199
WealthSource Partners
California
$3.66M -$123K -1,183 -3%
RVPG
200
Relative Value Partners Group
$3.6M -$1.26M -12,146 -26%

SUB Hedge Fund Activity: Q3 2023 in Review

751 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q3 2023, worth a combined $7.85B — down 8.5% from $8.57B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SUB positions and 53 closed out — a net gain of 9 holders — while 253 added to existing stakes and 319 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $55.7M. The largest seller was Jane Street, cutting an estimated $306M.

  • 751 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q3 2023, down from 752 in Q2 2023.
  • Funds reported $7.85B of iShares Short-Term National Muni Bond ETF stock for Q3 2023, down 8.5% quarter-over-quarter.
  • 62 funds opened new iShares Short-Term National Muni Bond ETF positions in Q3 2023 and 53 closed out, a net change of +9 holders.
  • The largest iShares Short-Term National Muni Bond ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $55.7M added.
  • The largest iShares Short-Term National Muni Bond ETF seller in Q3 2023 was Jane Street, an estimated $306M sold.

Based on aggregated 13F filings for Q3 2023.