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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
RPA
451
Rock Point Advisors
Vermont
$776K -$12.7K -120 -2%
BP
452
BWM Planning
Texas
$774K +$83.7K +792 +12%
CSP
453
Cary Street Partners
Virginia
$773K
TWM
454
Trinity Wealth Management
Pennsylvania
$757K +$6.76K +64 +0.9%
HWP
455
Heritage Wealth Partners
Ohio
$756K -$25.8K -244 -3%
EFG
456
Ethos Financial Group
Pennsylvania
$754K
WP
457
WealthShield Partners
North Carolina
$752K -$389K -3,679 -34%
MIA
458
MainStreet Investment Advisors
Illinois
$743K +$10.6K +100 +1%
ACS
459
Archford Capital Strategies
Illinois
$742K -$110K -1,042 -13%
FHA
460
First Horizon Advisors
Tennessee
$741K -$88.8K -840 -11%
VNIM
461
Vaughan Nelson Investment Management
Texas
$741K +$27K +255 +4%
BFA
462
Beaumont Financial Advisors
Massachusetts
$740K
CWMK
463
Caliber Wealth Management (Kansas)
Kansas
$735K +$736K +6,958 New
CPBTD
464
Central Pacific Bank - Trust Division
Hawaii
$731K +$29.1K +275 +4%
YIA
465
YHB Investment Advisors
Connecticut
$726K +$51.5K +487 +8%
SG
466
StoneX Group
New York
$723K -$379K -3,581 -34%
RWP
467
Revolve Wealth Partners
New Jersey
$713K +$127K +1,205 +22%
CISOA
468
Capital Investment Services of America
Wisconsin
$713K
MCWS
469
McKinley Carter Wealth Services
West Virginia
$712K -$984K -9,309 -58%
MPWT
470
MassMutual Private Wealth & Trust
Connecticut
$711K +$10.6K +100 +2%
TFG
471
Tilson Financial Group
New Jersey
$711K -$1.59K -15 -0.2%
RFP
472
RCS Financial Planning
Maryland
$707K -$161K -1,523 -19%
DIA
473
Dean Investment Associates
Ohio
$702K
CA
474
Continuum Advisory
Idaho
$699K -$38.2K -361 -5%
FA
475
Fedenia Advisers
Wisconsin
$699K -$735K -6,953 -51%

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.