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iShares Short-Term National Muni Bond ETF
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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: 757 → 761 (+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: 29 → 21 (-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
–

Top Buyers

1
CWM
CIBC World Markets
New York
+$52.8M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$39M
3
Renaissance Technologies
Renaissance Technologies
New York
+$31.2M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$28.7M
5
IAIM
International Assets Investment Management
Florida
+$14M

Top Sellers

1
WL
WIT LLC
District of Columbia
-$122M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$80M
3
Jane Street
Jane Street
New York
-$75.6M
4
AWM
Angeles Wealth Management
California
-$51.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$754M +$11.7M +110,861 +2%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$670M +$28.7M +271,688 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$635M -$22.4M -211,989 -3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$547M -$80M -758,538 -13%
Morgan Stanley
5
Morgan Stanley
New York
$386M +$3.78M +35,853 +1%
SEI Investments
6
SEI Investments
Pennsylvania
$281M +$13.2M +125,181 +5%
Creative Planning
7
Creative Planning
Kansas
$264M +$5.01M +47,485 +2%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$233M +$39M +369,634 +20%
UBS Group
9
UBS Group
Switzerland
$150M -$838K -7,944 -0.6%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$129M +$7.62M +72,226 +6%
Franklin Resources
11
Franklin Resources
California
$128M +$838K +7,944 +0.7%
Citigroup
12
Citigroup
New York
$95.8M -$4.06M -38,445 -4%
Ameriprise
13
Ameriprise
Minnesota
$93.4M +$1.58M +14,954 +2%
LPL Financial
14
LPL Financial
California
$79M +$2.37M +22,506 +3%
Mariner
15
Mariner
Kansas
$78.2M -$2.58M -24,454 -3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$77.1M +$5.99M +56,756 +8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$68.9M -$16M -151,202 -19%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$68.8M -$16.9M -160,193 -20%
JP Morgan Chase
19
JP Morgan Chase
New York
$64.5M +$554K +5,248 +0.9%
US Bancorp
20
US Bancorp
Minnesota
$63.2M -$7.66M -72,567 -11%
EI
21
Ellevest Inc
New York
$62.6M +$2.04M +19,300 +3%
SL
22
Salomon & Ludwin
Virginia
$58.4M +$3.97M +37,631 +7%
MMA
23
Miracle Mile Advisors
California
$56.3M +$5.25M +49,784 +10%
CWM
24
CIBC World Markets
New York
$54.3M +$52.8M +500,000 New
Renaissance Technologies
25
Renaissance Technologies
New York
$52.8M +$31.2M +295,920 +147%
1
2 3 4 5

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.