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.
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: 752 → 751 (-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: 42 → 35 (-7)
21% less repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 319
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$55.7M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$32M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$30.4M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$29.1M |
| 5 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
+$28.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$306M |
| 2 |
Bank of New York Mellon
New York
|
-$106M |
| 3 |
GC
Grimes & Company
Westborough,
Massachusetts
|
-$62.1M |
| 4 |
SHGA
Sand Hill Global Advisors
Palo Alto,
California
|
-$59.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$55.2M |
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.