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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
NL
526
NDWM LLC
California
$559K +$559K +5,289 New
MADFP
527
Michael A Dubis Financial Planning
Wisconsin
$557K +$22.9K +217 +4%
HI
528
Harbour Investments
Wisconsin
$557K -$209K -1,973 -27%
CAG
529
Csenge Advisory Group
Florida
$552K +$114K +1,075 +26%
BAAM
530
Baker Avenue Asset Management
California
$542K
MIS
531
Morningstar Investment Services
Illinois
$540K -$238K -2,255 -31%
IWM
532
IHT Wealth Management
Illinois
$540K +$35.1K +332 +7%
RWM
533
Rialto Wealth Management
New York
$539K +$3.49K +33 +0.7%
WT
534
Whittier Trust
California
$534K -$141K -1,334 -21%
AWM
535
Accurate Wealth Management
Florida
$532K -$29.5K -279 -5%
CAMG
536
CWA Asset Management Group
Florida
$531K +$80.3K +760 +18%
CTA
537
Colonial Trust Advisors
South Carolina
$530K -$23.1K -219 -4%
HAIM
538
Hunter Associates Investment Management
Pennsylvania
$528K
OBWG
539
Onyx Bridge Wealth Group
New York
$528K +$2.01K +19 +0.4%
GC
540
Grimes & Company
Massachusetts
$527K -$22.7K -215 -4%
BFG
541
Berger Financial Group
Minnesota
$523K
CWM
542
Chesapeake Wealth Management
Virginia
$523K
EFS
543
Essex Financial Services
Connecticut
$515K
AWS
544
Aspen Wealth Strategies
Colorado
$515K
CT
545
Colonial Trust
South Carolina
$512K +$7.29K +69 +1%
SWA
546
Sax Wealth Advisors
New Jersey
$512K +$125K +1,184 +32%
CF
547
Cyr Financial
Illinois
$509K -$122K -1,150 -19%
TWM
548
Tanager Wealth Management
United Kingdom
$509K
EWA
549
Elevate Wealth Advisory
Georgia
$507K +$64.1K +606 +14%
MWP
550
Madison Wealth Partners
Wisconsin
$506K +$423 +4 +0.1%

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.