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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
PPW
176
Presilium Private Wealth
Pennsylvania
$3.85M +$301K +2,856 +9%
CFMC
177
Curbstone Financial Management Corp
New Hampshire
$3.85M
IWM
178
Integris Wealth Management
California
$3.84M -$865K -8,201 -18%
CCC
179
Chesapeake Capital Corp
Florida
$3.77M +$817K +7,742 +28%
TI
180
Tidal Investments
Wisconsin
$3.76M +$817K +7,742 +28%
SWM
181
Spire Wealth Management
Virginia
$3.75M -$198K -1,873 -5%
Prudential Financial
182
Prudential Financial
New Jersey
$3.74M -$760K -7,205 -17%
IWMA
183
Ironwood Wealth Management (Arizona)
Arizona
$3.73M -$64.6K -612 -2%
JPG
184
Jordan Park Group
California
$3.7M -$3.11M -29,510 -46%
JIR
185
James Investment Research
Ohio
$3.65M +$62.9K +596 +2%
BMMM
186
Boston Mountain Money Management
Arkansas
$3.58M +$267K +2,532 +8%
ANTB
187
AMG National Trust Bank
Colorado
$3.58M -$811K -7,691 -19%
Truist Financial
188
Truist Financial
North Carolina
$3.57M -$1.62M -15,318 -31%
UCFA
189
United Capital Financial Advisors
Texas
$3.56M -$757K -7,174 -18%
EWA
190
Exencial Wealth Advisors
Oklahoma
$3.55M +$10.1K +96 +0.3%
JBA
191
Johnson Bixby & Associates
Washington
$3.48M -$762K -7,224 -18%
AWS
192
Atria Wealth Solutions
New York
$3.48M +$210K +1,991 +6%
OIA
193
OneDigital Investment Advisors
Kansas
$3.44M -$454K -4,304 -12%
TPCW
194
TD Private Client Wealth
New York
$3.4M +$259K +2,458 +8%
FWM
195
Fonville Wealth Management
Virginia
$3.37M -$212K -2,013 -6%
SHWM
196
Smith & Howard Wealth Management
Georgia
$3.35M -$600K -5,685 -15%
Kovitz Investment Group Partners
197
Kovitz Investment Group Partners
Illinois
$3.33M +$3.31M +31,417 New
EFN
198
Equita Financial Network
Pennsylvania
$3.31M +$1.09M +10,289 +49%
CGL
199
Clarius Group LLC
Washington
$3.28M -$274K -2,595 -8%
CPA
200
Cardiff Park Advisors
California
$3.26M +$5.28K +50 +0.2%

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.