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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
PSA
476
Plum Street Advisors
Louisiana
$697K -$40.8K -386 -6%
PCA
477
Prosperity Capital Advisors
Ohio
$693K -$100K -947 -13%
DWS
478
Dynamic Wealth Strategies
California
$687K +$211 +2 +0%
FCP
479
Fidelis Capital Partners
Florida
$683K
OWA
480
One Wealth Advisors
California
$675K -$814K -7,702 -55%
CFGF
481
Compass Financial Group (Florida)
Florida
$673K -$1.06K -10 -0.2%
FA
482
FF Advisors
California
$673K -$63.8K -604 -9%
SA
483
Stewardship Advisors
Pennsylvania
$667K -$2.01K -19 -0.3%
HP
484
Hilltop Partners
Indiana
$667K -$242K -2,293 -27%
RWA
485
Redhawk Wealth Advisors
Minnesota
$660K +$661K +6,251 New
SFMG
486
Sage Financial Management Group
Virginia
$659K -$1.69K -16 -0.3%
SIM
487
Synergy Investment Management
Florida
$657K -$2.54K -24 -0.4%
SPWG
488
Syntegra Private Wealth Group
Missouri
$653K +$654K +6,186 New
SCG
489
Sonata Capital Group
Washington
$653K +$111K +1,050 +20%
KWM
490
Kingsview Wealth Management
Oregon
$648K +$135K +1,275 +26%
MCM
491
MidAtlantic Capital Management
Virginia
$648K
IA
492
IFG Advisory
Georgia
$646K +$27.6K +261 +4%
HPC
493
Hobart Private Capital
North Carolina
$642K +$278K +2,628 +76%
WWA
494
Wingate Wealth Advisors
Massachusetts
$641K -$17.5K -166 -3%
SL
495
SWMG LLC
Texas
$638K -$71.2K -674 -10%
DWT
496
Dorsey & Whitney Trust
South Dakota
$628K -$8.35K -79 -1%
CNC
497
Citizens & Northern Corp
Pennsylvania
$626K
TC
498
TAGStone Capital
North Carolina
$624K +$2.43K +23 +0.4%
OCM
499
Objective Capital Management
Ohio
$624K +$85.7K +811 +16%
RW
500
Rede Wealth
Virginia
$623K -$263K -2,484 -30%

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.