We are live on ! Find out more
SUB icon

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
UA
251
Unison Advisors
District of Columbia
$2.46M +$317 +3 +0%
AI
252
Atria Investments
North Carolina
$2.44M +$383K +3,619 +19%
PF
253
Penney Financial
Texas
$2.44M +$89.3K +845 +4%
SPIA
254
Steward Partners Investment Advisory
New York
$2.42M +$30.2K +286 +1%
AWS
255
Atria Wealth Solutions
New York
$2.4M -$3.87M -36,601 -62%
Kovitz Investment Group Partners
256
Kovitz Investment Group Partners
Illinois
$2.39M -$638K -6,034 -21%
YCG
257
Yeomans Consulting Group
Georgia
$2.38M +$117K +1,106 +5%
EK
258
Evensky & Katz
Florida
$2.36M -$534K -5,047 -18%
SIC
259
Sigma Investment Counselors
Michigan
$2.31M -$397K -3,755 -15%
RL
260
Rogco LP
Oklahoma
$2.28M +$123K +1,163 +6%
CWS
261
Confluence Wealth Services
Pennsylvania
$2.28M +$301K +2,851 +15%
FTS
262
Fifth Third Securities
Ohio
$2.27M -$110K -1,038 -5%
PB
263
Pinnacle Bancorp
Nebraska
$2.25M -$18.7K -177 -0.8%
ML
264
Mayport LLC
Massachusetts
$2.24M
BWM
265
BCO Wealth Management
New Mexico
$2.2M +$284K +2,684 +15%
STA
266
Smith Thornton Advisors
Alabama
$2.2M +$1.45M +13,763 +196%
PPWP
267
Premier Path Wealth Partners
New Jersey
$2.13M +$2.22K +21 +0.1%
NFP
268
Narus Financial Partners
Utah
$2.12M -$368K -3,480 -15%
DWM
269
Dynasty Wealth Management
Florida
$2.11M -$2.51M -23,730 -54%
FT
270
Fiduciary Trust
Massachusetts
$2.1M +$2.11K +20 +0.1%
FFA
271
Farther Finance Advisors
California
$2.08M -$526K -4,973 -20%
PS
272
Principal Securities
Iowa
$2.06M
AF
273
Apexium Financial
Texas
$2.05M -$35.8K -339 -2%
SWP
274
Sagespring Wealth Partners
Tennessee
$2.05M -$2.47M -23,369 -55%
BHWM
275
Beaird Harris Wealth Management
Texas
$2.03M -$164K -1,550 -7%

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.