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
TLFA
351
True Link Financial Advisors
California
$1.43M +$35.9K +340 +3%
RIM
352
Rockbridge Investment Management
New York
$1.41M +$528 +5 +0%
HPC
353
Hobart Private Capital
North Carolina
$1.41M +$758K +7,176 +118%
FWA
354
FSM Wealth Advisors
Ohio
$1.41M +$1.4M +13,241 New
BMCM
355
Bryn Mawr Capital Management
Pennsylvania
$1.4M
HI
356
Human Investing
Oregon
$1.38M -$32.3K -306 -2%
DL
357
DOHJ LLC
Washington
$1.38M +$1.38M +13,077 New
FHC
358
First Heartland Consultants
Missouri
$1.37M +$1.37M +12,927 New
BHWA
359
Beacon Harbor Wealth Advisors
Virginia
$1.37M -$26.4K -250 -2%
DWM
360
Destination Wealth Management
California
$1.37M +$468K +4,430 +52%
Fidelity Investments
361
Fidelity Investments
Massachusetts
$1.35M +$519K +4,909 +63%
CFG
362
Certior Financial Group
Pennsylvania
$1.35M +$60.1K +569 +5%
SF
363
Summit Financial
New Jersey
$1.35M +$2.75K +26 +0.2%
RPCA
364
Running Point Capital Advisors
California
$1.35M +$39.8K +377 +3%
QCM
365
Quantinno Capital Management
New York
$1.35M -$63.3K -599 -5%
SWP
366
Strategic Wealth Partners
Ohio
$1.35M +$1.34M +12,657 New
WLIM
367
White Lighthouse Investment Management
Massachusetts
$1.34M +$14.4K +136 +1%
VCM
368
Vivaldi Capital Management
Illinois
$1.34M
WWM
369
WJ Wealth Management
Arizona
$1.34M +$211K +2,000 +19%
FSG
370
Financial Strategies Group
Michigan
$1.34M +$68.4K +648 +5%
NL
371
NWAM LLC
Washington
$1.33M -$110K -1,044 -8%
CIA
372
Capital Investment Advisors
Georgia
$1.3M +$4.96K +47 +0.4%
AWS
373
Arkfeld Wealth Strategies
Nebraska
$1.29M -$11.2K -106 -0.9%
AWP
374
Avid Wealth Partners
Texas
$1.28M +$290K +2,750 +30%
KPP
375
Kings Path Partners
Texas
$1.28M +$85K +805 +7%

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.