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iShares Short-Term National Muni Bond ETF
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834 hedge funds and large institutions have $7.76B invested in iShares Short-Term National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 347 increasing their positions, 251 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 44

38% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 251

33% more funds holding in top 10

Funds holding in top 10: 21 → 28 (+7)

9% more funds holding

Funds holding: 765 → 834 (+69)

1.56% more ownership

Funds ownership: 88.22% → 89.78% (+1.6%)

2% more capital invested

Capital invested by funds: $7.6B → $7.76B (+$155M)

Holders
834
Holders Change
+69
Holders Change %
+9.02%
% of All Funds
10.97%
Holding in Top 10
28
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+33.33%
% of All Funds
0.37%
New
125
Increased
347
Reduced
251
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$72.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.6M
3
Citigroup
Citigroup
New York
+$20.4M
4
LPL Financial
LPL Financial
California
+$18.8M
5
EP
Essential Planning
New Hampshire
+$17.6M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$54.7M
2
CWM
CIBC World Markets
New York
-$54.3M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$48M
4
Renaissance Technologies
Renaissance Technologies
New York
-$17.9M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$16.9M

SUB Hedge Fund Activity: Q4 2024 in Review

834 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q4 2024, worth a combined $7.76B — up 2% from $7.6B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new SUB positions and 44 closed out — a net gain of 81 holders — while 347 added to existing stakes and 251 trimmed.

The largest buyer was Bank of America, adding an estimated $72.7M. The largest seller was Bank of New York Mellon, cutting an estimated $54.7M.

  • 834 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q4 2024, up from 765 in Q3 2024.
  • Funds reported $7.76B of iShares Short-Term National Muni Bond ETF stock for Q4 2024, up 2% quarter-over-quarter.
  • 125 funds opened new iShares Short-Term National Muni Bond ETF positions in Q4 2024 and 44 closed out, a net change of +81 holders.
  • The largest iShares Short-Term National Muni Bond ETF buyer in Q4 2024 was Bank of America, an estimated $72.7M added.
  • The largest iShares Short-Term National Muni Bond ETF seller in Q4 2024 was Bank of New York Mellon, an estimated $54.7M sold.

Based on aggregated 13F filings for Q4 2024.