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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
VCM
351
Vivaldi Capital Management
Illinois
$1.33M
MA
352
Montag & Associates
Georgia
$1.32M -$248K -2,349 -16%
WLIM
353
White Lighthouse Investment Management
Massachusetts
$1.32M
FNT
354
First National Trust
Pennsylvania
$1.32M +$112K +1,060 +9%
LPT
355
Legacy Private Trust
Wisconsin
$1.31M +$235K +2,225 +22%
RPCA
356
Running Point Capital Advisors
California
$1.3M +$27K +255 +2%
CIA
357
Capital Investment Advisors
Georgia
$1.29M +$1.27K +12 +0.1%
AWS
358
Arkfeld Wealth Strategies
Nebraska
$1.29M -$277K -2,625 -18%
AssetMark Inc
359
AssetMark Inc
California
$1.28M +$205K +1,942 +19%
CFG
360
Certior Financial Group
Pennsylvania
$1.28M +$405K +3,833 +46%
CL
361
Choreo LLC
Illinois
$1.27M +$159K +1,500 +14%
FSG
362
Financial Strategies Group
Michigan
$1.25M +$89.9K +850 +8%
MWM
363
Meridian Wealth Management
Kentucky
$1.25M +$727K +6,881 +139%
KPWG
364
KFA Private Wealth Group
Virginia
$1.24M +$2.33K +22 +0.2%
SW
365
SoFi Wealth
California
$1.22M +$1.11M +10,458 +995%
AFG
366
Altiora Financial Group
Ohio
$1.21M
PS
367
Pinney & Scofield
Massachusetts
$1.21M
BCM
368
Boltwood Capital Management
California
$1.2M -$283K -2,680 -19%
ECM
369
Exchange Capital Management
Michigan
$1.2M -$95.7K -905 -7%
JWS
370
Juncture Wealth Strategies
Arizona
$1.2M +$73.7K +697 +7%
PFA
371
Pure Financial Advisors
California
$1.2M +$370K +3,498 +45%
HVIA
372
Hudson Valley Investment Advisors
New York
$1.19M
KPP
373
Kings Path Partners
Texas
$1.18M -$69.5K -657 -6%
MCA
374
Maryland Capital Advisors
Maryland
$1.18M -$144K -1,359 -11%
IPW
375
Intergy Private Wealth
Colorado
$1.18M -$2.33K -22 -0.2%

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.