iShares Short-Term National Muni Bond ETF
761 hedge funds and large institutions have $7.89B invested in iShares Short-Term National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 287 increasing their positions, 303 reducing their positions, and 71 closing their positions.
0.53% less ownership
Funds ownership: 89.85% → 89.32% (-0.53%)
4% less capital invested
Capital invested by funds: $8.19B → $7.89B (-$304M)
5% less repeat investments, than reductions
Existing positions increased: 287 | Existing positions reduced: 303
4% less funds holding
Funds holding: 789 → 761 (-28)
21% less first-time investments, than exits
New positions opened: 56 | Existing positions closed: 71
33% less funds holding in top 10
Funds holding in top 10: 43 → 29 (-14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$41M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$25.9M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$23.5M |
| 4 |
Jane Street
New York
|
+$18.2M |
| 5 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$17.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$118M |
| 2 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
-$113M |
| 3 |
JP Morgan Chase
New York
|
-$37.8M |
| 4 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$35.6M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$25.3M |
SUB Hedge Fund Activity: Q1 2024 in Review
761 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q1 2024, worth a combined $7.89B — down 3.7% from $8.19B a quarter earlier.
Sellers outnumbered buyers: 71 funds closed out of SUB and 56 opened new positions — a net loss of 15 holders — while 303 trimmed existing stakes and 287 added.
The largest buyer was Mercer Global Advisors, adding an estimated $41M. The largest seller was Bank of New York Mellon, cutting an estimated $118M.
- 761 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q1 2024, down from 789 in Q4 2023.
- Funds reported $7.89B of iShares Short-Term National Muni Bond ETF stock for Q1 2024, down 3.7% quarter-over-quarter.
- 56 funds opened new iShares Short-Term National Muni Bond ETF positions in Q1 2024 and 71 closed out, a net change of -15 holders.
- The largest iShares Short-Term National Muni Bond ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $41M added.
- The largest iShares Short-Term National Muni Bond ETF seller in Q1 2024 was Bank of New York Mellon, an estimated $118M sold.
Based on aggregated 13F filings for Q1 2024.