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
BSB
301
Bangor Savings Bank
Maine
$1.74M +$4.54K +43 +0.3%
SHIM
302
Stone House Investment Management
Pennsylvania
$1.73M +$1.74M +16,425 New
WPC
303
Wedmont Private Capital
Pennsylvania
$1.69M +$823K +7,786 +93%
HCC
304
Hirtle Callaghan & Co
Pennsylvania
$1.68M
IA
305
IAM Advisory
Pennsylvania
$1.67M -$134K -1,265 -7%
WWM
306
Wiser Wealth Management
Georgia
$1.65M -$92.2K -872 -5%
LWM
307
LongView Wealth Management
Georgia
$1.65M +$6.34K +60 +0.4%
PWM
308
Pines Wealth Management
North Carolina
$1.64M -$139K -1,316 -8%
FNWM
309
Financial Network Wealth Management
Utah
$1.62M
GGS
310
Galvin Gaustad & Stein
Arizona
$1.61M -$268K -2,534 -14%
WFAG
311
Wescott Financial Advisory Group
Pennsylvania
$1.61M -$209K -1,977 -11%
AA
312
Advisory Alpha
Michigan
$1.61M +$183K +1,730 +13%
Financial Engines Advisors
313
Financial Engines Advisors
California
$1.61M +$208K +1,967 +15%
AAS
314
Avantax Advisory Services
Texas
$1.6M -$329K -3,115 -17%
AFG
315
Atomi Financial Group
New York
$1.59M +$142K +1,340 +10%
ML
316
McAdam LLC
Pennsylvania
$1.59M -$776K -7,338 -33%
GG
317
Greenwood Gearhart
Arkansas
$1.59M -$637K -6,030 -29%
GS
318
GTS Securities
New York
$1.58M +$1.58M +14,990 New
BF
319
Bonfire Financial
Colorado
$1.58M +$1.58M +14,984 New
GA
320
Greenspring Advisors
Maryland
$1.54M
CCG
321
Cypress Capital Group
Florida
$1.54M -$15.3K -145 -1%
SWM
322
Seaside Wealth Management
California
$1.53M +$78.9K +746 +5%
LKBC
323
L.K. Benson & Company
Maryland
$1.52M -$47.5K -449 -3%
ANBT
324
American National Bank & Trust
Texas
$1.52M +$1.52M +14,350 New
TPA
325
Trivium Point Advisory
Connecticut
$1.5M +$111K +1,050 +8%

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.