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
AIP
376
Ameritas Investment Partners
Nebraska
$1.18M -$46.3K -438 -4%
PP
377
Patten & Patten
Tennessee
$1.17M -$198K -1,870 -14%
CFD
378
Creative Financial Designs
Indiana
$1.15M +$50.7K +480 +5%
BSA
379
Bull Street Advisors
Georgia
$1.14M -$220K -2,085 -16%
CWM
380
Certus Wealth Management
California
$1.13M +$1.59K +15 +0.1%
VPP
381
Vertex Planning Partners
Illinois
$1.12M +$162K +1,537 +17%
WWM
382
WJ Wealth Management
Arizona
$1.12M -$326K -3,088 -23%
IA
383
IFG Advisors
Missouri
$1.12M -$130K -1,233 -10%
EFA
384
Evernest Financial Advisors
Indiana
$1.11M +$36K +341 +3%
CFP
385
Catalyst Financial Partners
Massachusetts
$1.1M -$304K -2,878 -22%
TNBTD
386
Trustmark National Bank Trust Department
Mississippi
$1.08M
DE
387
Diversified Enterprises
Delaware
$1.08M +$792K +7,489 +276%
SCM
388
Sunbeam Capital Management
Georgia
$1.08M -$250K -2,367 -19%
WSFS
389
Wilmington Savings Fund Society
Delaware
$1.07M -$93.6K -885 -8%
TCM
390
TruNorth Capital Management
Michigan
$1.06M +$529 +5 +0%
KeyBank National Association
391
KeyBank National Association
Ohio
$1.06M -$96.1K -909 -8%
USGIU
392
U.S. Global Investors (USGI)
Texas
$1.06M
CFG
393
Cosner Financial Group
Colorado
$1.05M +$98.5K +932 +10%
CGL
394
Clarius Group LLC
Washington
$1.05M -$1.07M -10,094 -50%
CG
395
Clarus Group
Texas
$1.05M -$31.2K -295 -3%
RFP
396
Roth Financial Partners
Texas
$1.04M +$498K +4,710 +91%
NWA
397
New World Advisors
Massachusetts
$1.04M -$472K -4,462 -31%
KWM
398
Keebeck Wealth Management
Illinois
$1.04M +$130K +1,230 +14%
CMBA
399
C.M. Bidwell & Associates
Hawaii
$1.03M +$228K +2,153 +28%
EFG
400
Everhart Financial Group
Ohio
$1.02M -$34.6K -327 -3%

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.