AB Tax-Aware Short Duration Municipal
TAFI • ARCA
AB Tax-Aware Short Duration Municipal is an exchange-traded fund on ARCA. As of Q3 2025, 73 institutional investors hold shares in this ETF, with total holdings valued at $851.5M. ALLIANCEBERNSTEIN L.P. is the largest holder with a position valued at $525.6M.
Overview
Overview of institutional ownership in TAFI as of Q3 2025
All Institutions
- Institutions
- 73
- Value Held
- $851.5M
- Shares Held
- 33.6M
- Avg Position
- $11.7M
- Median Position
- $1.0M
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $1.0M
- Shares Held
- 41.2K
- Avg Position
- $1.0M
- Median Position
- $1.0M
Biggest Investors
Institutions with the largest positions in TAFI as of Q3 2025
| Institution | Position Value |
|---|---|
 ALLIANCEBERNSTEIN L.P. Long Only Manager | $525.6M 0.17% of portfolio |
L LPL Financial LLC Institution | $82.8M 0.02% of portfolio |
 MORGAN STANLEY RIA/Wealth | $63.4M 0.00% of portfolio |
 JPMORGAN CHASE & CO Institution | $19.0M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $16.3M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $14.3M 0.02% of portfolio |
A ATRIA INVESTMENTS LLC Institution | $10.8M 0.12% of portfolio |
 UBS Group AG Institution | $9.7M 0.00% of portfolio |
 Strid Group, LLC RIA/Wealth | $8.7M 1.11% of portfolio |
 SAGESPRING WEALTH PARTNERS, LLC RIA/Wealth | $8.5M 0.16% of portfolio |
Net Capital Flow
Institutional buying and selling activity for TAFI in Q3 2025
- Traded
- +$122.7M
- Buyers
- 51
- Sellers
- 20
- Total Bought
- +$130.7M
- Total Sold
- −$8.0M
- Avg Position
- $11.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
MORGAN STANLEY RIA/Wealth | +$49.9M +2.0M shares |
ALLIANCEBERNSTEIN L.P. Long Only Manager | +$35.1M +1.4M shares |
L LPL Financial LLC Institution | +$7.4M +293.8K shares |
 Integrated Wealth Concepts LLC RIA/Wealth | +$4.5M +178.2K shares |
BANK OF AMERICA CORP /DE/ Institution | +$4.0M +159.7K shares |
 ADAPT WEALTH ADVISORS, LLC RIA/Wealth | +$3.8M +148.1K shares |
 Summit Financial, LLC RIA/Wealth | +$3.3M +130.1K shares |
R ROYAL BANK OF CANADA Institution | +$3.2M +127.5K shares |
A Advisor Group Holdings, Inc. Institution | +$2.3M +90.8K shares |
 Mariner Wealth Advisors, LLC RIA/Wealth | +$2.3M +90.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
−$1.3M −53.1K shares | |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$1.2M −46.7K shares |
 NORTHERN TRUST CORP Institution | −$1.2M −46.1K shares |
J JANE STREET GROUP, LLC Institution | −$1.0M −40.2K shares |
 GOLDMAN SACHS GROUP INC Institution | −$916.7K −36.2K shares |
 Ausdal Financial Partners, Inc. RIA/Wealth | −$658.1K −26.0K shares |
 Kestra Advisory Services, LLC RIA/Wealth | −$329.1K −13.0K shares |
 Fluent Financial, LLC RIA/Wealth | −$319.7K −12.6K shares |
SAGESPRING WEALTH PARTNERS, LLC RIA/Wealth | −$290.8K −11.5K shares |
 Equitable Holdings, Inc. Institution | −$251.9K −10.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited TAFI in Q3 2025
- New Positions
- 11
- New Value
- $12.0M
- Exited Positions
- 3
- Exited Value
- $1.3M
New Positions
| Institution | Position Value |
|---|---|
Integrated Wealth Concepts LLC RIA/Wealth | $4.5M 178.2K shares |
Summit Financial, LLC RIA/Wealth | $3.3M 130.1K shares |
W Whipplewood Advisors, LLC RIA/Wealth | $2.0M 80.6K shares |
 Legacy Capital Wealth Partners, LLC RIA/Wealth | $758.5K 29.9K shares |
 Perigon Wealth Management, LLC RIA/Wealth | $615.6K 24.3K shares |
 Enclave Advisors LLC RIA/Wealth | $265.9K 10.5K shares |
 ORBA Wealth Advisors, L.L.C. RIA/Wealth | $263.2K 10.4K shares |
U United Community Bank Institution | $94.3K 3.7K shares |
C COMERICA BANK Institution | $50.0K 2.0K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $47.9K 1.9K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $1.0M 40.2K shares |
Equitable Holdings, Inc. Institution | $251.9K 10.0K shares |
 WELLS FARGO & COMPANY/MN Institution | $76.7K 3.1K shares |
Options Activity
Institutions with the largest Call and Put options positions in TAFI as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with TAFI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
ADAPT WEALTH ADVISORS, LLC RIA/Wealth | 1.53% $4.0M |
W Whipplewood Advisors, LLC RIA/Wealth | 1.34% $2.0M |
 SevenBridge Financial Group, LLC RIA/Wealth | 1.23% $7.5M |
Strid Group, LLC RIA/Wealth | 1.11% $8.7M |
Fluent Financial, LLC RIA/Wealth | 0.56% $1.4M |
T TME FINANCIAL, INC. Institution | 0.50% $672.9K |
P Platform Technology Partners RIA/Wealth | 0.44% $1.8M |
 Fourth Dimension Wealth, LLC RIA/Wealth | 0.28% $720.1K |
F Farmers & Merchants Trust Co of Long Beach Institution | 0.22% $928.2K |
ORBA Wealth Advisors, L.L.C. RIA/Wealth | 0.22% $263.2K |
Hedge Fund Spotlight
Discover hedge funds investing in TAFI
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in AB Tax-Aware Short Duration Municipal
- Market Value
- $1.0M
- Shares Held
- 41.2K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
