iShares Short-Term National Muni Bond ETF
765 hedge funds and large institutions have $7.6B invested in iShares Short-Term National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 296 increasing their positions, 282 reducing their positions, and 55 closing their positions.
22% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 55
5% more repeat investments, than reductions
Existing positions increased: 296 | Existing positions reduced: 282
1% more funds holding
Funds holding: 761 → 765 (+4)
1% less capital invested
Capital invested by funds: $7.7B → $7.6B (-$95.6M)
1.07% less ownership
Funds ownership: 89.29% → 88.22% (-1.1%)
28% less funds holding in top 10
Funds holding in top 10: 29 → 21 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
CIBC World Markets
New York
|
+$52.8M |
| 2 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$39M |
| 3 |
Renaissance Technologies
New York
|
+$31.2M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$28.7M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WL
WIT LLC
District Of Columbia,
District of Columbia
|
-$122M |
| 2 |
Bank of New York Mellon
New York
|
-$80M |
| 3 |
Jane Street
New York
|
-$75.6M |
| 4 |
AWM
Angeles Wealth Management
Santa Monica,
California
|
-$51.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$22.4M |
SUB Hedge Fund Activity: Q3 2024 in Review
765 of the 6,978 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 $7.6B — down 1.2% from $7.7B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new SUB positions and 55 closed out — a net gain of 12 holders — while 296 added to existing stakes and 282 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.
- 765 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q3 2024, up from 761 in Q2 2024.
- Funds reported $7.6B of iShares Short-Term National Muni Bond ETF stock for Q3 2024, down 1.2% 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.