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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
PC
426
Prairiewood Capital
North Dakota
$879K +$15K +142 +2%
BJL
427
Brighton Jones LLC
Washington
$879K -$21.5K -203 -2%
FAFN
428
First Affirmative Financial Network
Colorado
$876K +$39.6K +375 +5%
WHCI
429
W.H. Cornerstone Investments
Massachusetts
$870K +$3.28K +31 +0.4%
ACP
430
Aviance Capital Partners
Florida
$864K +$174K +1,649 +25%
RTL
431
Red Tortoise LLC
Georgia
$845K +$61.7K +584 +8%
LW
432
Linscomb Wealth
Texas
$844K
GL
433
Graypoint LLC
New York
$841K +$212K +2,001 +34%
NB
434
NBT Bank
New York
$840K
AWA
435
Aletheian Wealth Advisors
Washington
$830K +$92.1K +871 +12%
Fidelity Investments
436
Fidelity Investments
Massachusetts
$827K -$425K -4,018 -34%
IA
437
IFP Advisors
Florida
$825K +$3.81K +36 +0.5%
Lido Advisors
438
Lido Advisors
California
$825K +$19.4K +184 +2%
RF
439
RHS Financial
California
$824K -$99.9K -945 -11%
DC
440
Davenport & Co
Virginia
$821K -$634K -5,996 -44%
FAIM
441
Financial Advocates Investment Management
Washington
$819K +$677K +6,400 New
DJSG
442
D.J. St. Germain
Massachusetts
$813K +$2.54K +24 +0.3%
PA
443
Parallel Advisors
California
$803K +$106 +1 +0%
BSTWA
444
Blake Schutter Theil Wealth Advisors
Ohio
$802K
VIM
445
Vista Investment Management
Pennsylvania
$801K
DB
446
Dravo Bay
Delaware
$800K +$11.1K +105 +1%
SB
447
Strategic Blueprint
Georgia
$800K +$87.9K +832 +12%
NFG
448
Nations Financial Group
Iowa
$794K +$115K +1,092 +17%
WCA
449
Westover Capital Advisors
Delaware
$793K -$44.4K -420 -5%
GC
450
Garde Capital
Washington
$778K +$779K +7,368 New

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.