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
SAI
276
Savvy Advisors Inc
New York
$2.02M +$244K +2,306 +14%
CFG
277
Carr Financial Group
Massachusetts
$2.02M +$1.27M +12,033 +170%
JPG
278
Jordan Park Group
California
$2.01M -$1.46M -13,827 -42%
1IA
279
1620 Investment Advisors
Massachusetts
$1.99M -$39.6K -375 -2%
MA
280
McBroom & Associates
Nevada
$1.99M +$404K +3,820 +25%
EA
281
Efficient Advisors
Ohio
$1.97M -$271K -2,560 -12%
P
282
&Partners
Tennessee
$1.96M -$730K -6,907 -27%
EWA
283
EverSource Wealth Advisors
Alabama
$1.95M -$197K -1,865 -9%
OGF
284
Orin Green Financial
California
$1.91M +$1.93M +18,214 New
BGWM
285
Bridge Generations Wealth Management
Florida
$1.9M
PSCM
286
Per Stirling Capital Management
Texas
$1.9M +$25.6K +242 +1%
ATI
287
ARK & TLK Investments
Oklahoma
$1.89M -$30.3K -287 -2%
AIA
288
Ally Invest Advisors
North Carolina
$1.88M +$82K +776 +5%
AIS
289
Accredited Investor Services
Minnesota
$1.87M +$1.87M +17,686 New
FCA
290
FLC Capital Advisors
California
$1.85M +$155K +1,471 +9%
AFG
291
Allegheny Financial Group
Pennsylvania
$1.84M -$110K -1,045 -6%
ASN
292
Advisory Services Network
Georgia
$1.83M -$4.26M -40,344 -70%
AR
293
Apeiron RIA
Texas
$1.82M -$15.4K -146 -0.8%
FA
294
FC Advisory
Pennsylvania
$1.82M +$188K +1,780 +12%
Bessemer Group
295
Bessemer Group
New Jersey
$1.79M +$1.25M +11,870 +233%
MA
296
Mutual Advisors
Nebraska
$1.78M +$219K +2,068 +14%
GVAG
297
Great Valley Advisor Group
Delaware
$1.78M +$289K +2,738 +19%
SIA
298
Soltis Investment Advisors
Utah
$1.76M -$91.8K -868 -5%
JSW
299
Journey Strategic Wealth
New Jersey
$1.75M -$48.4K -458 -3%
RCAG
300
Rehmann Capital Advisory Group
Michigan
$1.75M -$121K -1,146 -6%

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.