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iShares Short-Term National Muni Bond ETF

833 hedge funds and large institutions have $7.81B invested in iShares Short-Term National Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 319 increasing their positions, 306 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

4% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 306

1% more capital invested

Capital invested by funds: $7.74B → $7.81B (+$79M)

0% more funds holding

Funds holding: 830833 (+3)

0.46% less ownership

Funds ownership: 89.53%89.08% (-0.46%)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

Holders
833
Holders Change
+3
Holders Change %
+0.36%
% of All Funds
11.17%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.31%
New
75
Increased
319
Reduced
306
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UB
226
UMB Bank
Missouri
$2.99M
G
227
GenTrust
Florida
$2.98M -$278K -2,629 -9%
SW
228
SteelPeak Wealth
California
$2.94M +$95.6K +904 +3%
Envestnet Portfolio Solutions
229
Envestnet Portfolio Solutions
Illinois
$2.94M -$4.84M -45,815 -62%
HCM
230
Highview Capital Management
Illinois
$2.92M
CFP
231
Cascade Financial Partners
California
$2.9M +$1.06M +9,986 +57%
GSWM
232
Greenup Street Wealth Management
Michigan
$2.89M +$205K +1,940 +8%
OFG
233
Omega Financial Group
California
$2.89M -$44.1K -417 -1%
TF
234
Tompkins Financial
New York
$2.85M
BlackRock
235
BlackRock
New York
$2.84M -$754K -7,134 -21%
SWA
236
Safir Wealth Advisors
New Hampshire
$2.83M +$551K +5,210 +24%
STFP
237
Signal Tree Financial Partners
Ohio
$2.83M -$46.4K -439 -2%
Lazard Asset Management
238
Lazard Asset Management
New York
$2.83M
OIA
239
OneDigital Investment Advisors
Kansas
$2.79M -$142K -1,346 -5%
KL
240
KWMG LLC
Kansas
$2.77M -$134K -1,269 -5%
NGA
241
Naples Global Advisors
Florida
$2.76M +$272K +2,575 +11%
BW
242
BIP Wealth
Georgia
$2.75M +$571K +5,403 +26%
CAM
243
Cresset Asset Management
Illinois
$2.72M +$1.49M +14,088 +120%
PWM
244
Perigon Wealth Management
California
$2.64M -$76.3K -722 -3%
AL
245
ADE LLC
Maryland
$2.58M -$17.7K -167 -0.7%
MCM
246
MAI Capital Management
Ohio
$2.58M -$527K -4,988 -17%
WCFA
247
Walkner Condon Financial Advisors
Wisconsin
$2.57M -$40.2K -380 -2%
FTUS
248
Flow Traders U.S.
New York
$2.57M +$2.57M +24,321 New
RA
249
RFG Advisory
Alabama
$2.52M -$42.6K -403 -2%
SSW
250
Stone Summit Wealth
Florida
$2.49M +$24.9K +236 +1%

SUB Hedge Fund Activity: Q1 2025 in Review

833 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q1 2025, worth a combined $7.81B — up 1% from $7.74B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SUB positions and 53 closed out — a net gain of 22 holders — while 319 added to existing stakes and 306 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $147M. The largest seller was Envestnet Asset Management, cutting an estimated $103M.

  • 833 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q1 2025, up from 830 in Q4 2024.
  • Funds reported $7.81B of iShares Short-Term National Muni Bond ETF stock for Q1 2025, up 1% quarter-over-quarter.
  • 75 funds opened new iShares Short-Term National Muni Bond ETF positions in Q1 2025 and 53 closed out, a net change of +22 holders.
  • The largest iShares Short-Term National Muni Bond ETF buyer in Q1 2025 was TIAA Trust, National Association, an estimated $147M added.
  • The largest iShares Short-Term National Muni Bond ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2025.