We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

847 hedge funds and large institutions have $8.72B invested in iShares Short-Term National Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 355 increasing their positions, 274 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 62

30% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 274

12% more capital invested

Capital invested by funds: $7.81B → $8.72B (+$905M)

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

2% more funds holding

Funds holding: 833847 (+14)

1.41% less ownership

Funds ownership: 89.08%87.67% (-1.4%)

Holders
847
Holders Change
+14
Holders Change %
+1.68%
% of All Funds
11.15%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.33%
New
84
Increased
355
Reduced
274
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
276
Pathstone Holdings
New Jersey
$2.1M +$1.07M +10,108 +105%
AFG
277
Altiora Financial Group
Ohio
$2.07M +$849K +8,038 +70%
CFG
278
Carr Financial Group
Massachusetts
$2.07M +$36.1K +342 +2%
RTL
279
Red Tortoise LLC
Georgia
$2.07M +$1.21M +11,415 +143%
EK
280
Evensky & Katz
Florida
$2.06M -$317K -3,002 -13%
AIA
281
Ally Invest Advisors
North Carolina
$2.03M +$141K +1,331 +7%
1IA
282
1620 Investment Advisors
Massachusetts
$2.02M +$10.6K +100 +0.5%
AF
283
Apexium Financial
Texas
$2.01M -$51.5K -488 -3%
MA
284
McBroom & Associates
Nevada
$1.99M
MF
285
Midwestern Financial
Iowa
$1.98M +$1.97M +18,619 New
PPWP
286
Premier Path Wealth Partners
New Jersey
$1.96M -$177K -1,678 -8%
ASN
287
Advisory Services Network
Georgia
$1.96M +$109K +1,032 +6%
FCA
288
FLC Capital Advisors
California
$1.96M +$90.2K +854 +5%
SIC
289
Sigma Investment Counselors
Michigan
$1.94M -$384K -3,634 -17%
ATI
290
ARK & TLK Investments
Oklahoma
$1.93M +$24.9K +236 +1%
STA
291
Smith Thornton Advisors
Alabama
$1.93M -$277K -2,625 -13%
EWA
292
EverSource Wealth Advisors
Alabama
$1.93M -$38.3K -363 -2%
PSCM
293
Per Stirling Capital Management
Texas
$1.93M +$14.9K +141 +0.8%
AFG
294
Allegheny Financial Group
Pennsylvania
$1.92M +$66.1K +626 +4%
BGWM
295
Bridge Generations Wealth Management
Florida
$1.92M
P
296
&Partners
Tennessee
$1.92M -$55.1K -522 -3%
BHWM
297
Beaird Harris Wealth Management
Texas
$1.9M -$141K -1,334 -7%
CAM
298
Cresset Asset Management
Illinois
$1.9M -$840K -7,948 -31%
FF
299
Foronjy Financial
California
$1.89M +$1.88M +17,800 New
Bessemer Group
300
Bessemer Group
New Jersey
$1.88M +$78.4K +742 +4%

SUB Hedge Fund Activity: Q2 2025 in Review

847 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q2 2025, worth a combined $8.72B — up 12% from $7.81B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SUB positions and 62 closed out — a net gain of 22 holders — while 355 added to existing stakes and 274 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $324M. The largest seller was Ellevest Inc, cutting an estimated $39.4M.

  • 847 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q2 2025, up from 833 in Q1 2025.
  • Funds reported $8.72B of iShares Short-Term National Muni Bond ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 84 funds opened new iShares Short-Term National Muni Bond ETF positions in Q2 2025 and 62 closed out, a net change of +22 holders.
  • The largest iShares Short-Term National Muni Bond ETF buyer in Q2 2025 was Morgan Stanley, an estimated $324M added.
  • The largest iShares Short-Term National Muni Bond ETF seller in Q2 2025 was Ellevest Inc, an estimated $39.4M sold.

Based on aggregated 13F filings for Q2 2025.