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
MLRA
326
Main Line Retirement Advisors
Montana
$1.5M -$536K -5,074 -26%
CPIG
327
Chicago Partners Investment Group
Illinois
$1.49M -$433K -4,100 -22%
BFP
328
Brewster Financial Planning
New York
$1.49M +$422K +3,991 +39%
AFA
329
Avant Financial Advisors
Texas
$1.48M +$53.4K +505 +4%
GWCM
330
Godshalk Welsh Capital Management
Pennsylvania
$1.47M +$23.8K +225 +2%
MHR
331
Matthew Hamilton Rosenberg
$1.45M
WB
332
Webster Bank
Connecticut
$1.45M
NL
333
NWAM LLC
Washington
$1.43M -$106K -1,002 -7%
Natixis Advisors
334
Natixis Advisors
Massachusetts
$1.42M +$1.43M +13,486 New
MWM
335
McNaughton Wealth Management
California
$1.42M +$10.3K +97 +0.7%
DT
336
Diversified Trust
Tennessee
$1.42M +$1.42M +13,476 New
HI
337
Human Investing
Oregon
$1.4M +$54.5K +516 +4%
QCM
338
Quantinno Capital Management
New York
$1.4M +$1.4M +13,268 New
RIM
339
Rockbridge Investment Management
New York
$1.4M +$18.2K +172 +1%
ACA
340
Aptus Capital Advisors
Alabama
$1.4M -$1.23M -11,628 -47%
PL
341
Plancorp LLC
Missouri
$1.4M +$3.7K +35 +0.3%
BMCM
342
Bryn Mawr Capital Management
Pennsylvania
$1.39M -$420K -3,975 -23%
BHWA
343
Beacon Harbor Wealth Advisors
Virginia
$1.39M
TLFA
344
True Link Financial Advisors
California
$1.39M +$74K +700 +6%
SQA
345
Simon Quick Advisors
New Jersey
$1.38M +$740 +7 +0.1%
MG
346
Mather Group
Illinois
$1.36M +$468K +4,429 +52%
EP
347
Edgestream Partners
New Jersey
$1.34M +$180K +1,705 +16%
SF
348
Summit Financial
New Jersey
$1.34M -$229K -2,169 -15%
BCM
349
BTC Capital Management
Iowa
$1.34M -$1.68M -15,880 -56%
CGFA
350
Colton Groome Financial Advisors
North Carolina
$1.33M -$178K -1,685 -12%

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.