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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
WA
551
WBH Advisory
Maryland
$503K -$36.9K -349 -7%
HTC
552
Haverford Trust Company
Pennsylvania
$503K +$20K +189 +4%
HA
553
Helium Advisors
Washington
$502K +$6.55K +62 +1%
BWM
554
Bernard Wealth Management
Michigan
$500K
LWA
555
Lineweaver Wealth Advisors
Ohio
$499K +$105K +993 +27%
WA
556
WPG Advisers
Maryland
$491K -$514K -4,858 -51%
VA
557
VestGen Advisors
Illinois
$487K +$487K +4,611 New
CFB
558
Cullen/Frost Bankers
Texas
$482K
PCG
559
Prosperity Consulting Group
Maryland
$481K
BAM
560
Berkshire Asset Management
Pennsylvania
$477K
PPC
561
Park Place Capital
Alabama
$469K
CA
562
CoreCap Advisors
Michigan
$466K -$72.9K -690 -14%
EH
563
Equitable Holdings
New York
$465K -$122K -1,151 -21%
TIAM2
564
Tru Independence Asset Management 2
Oregon
$463K
LRPA
565
L. Roy Papp & Associates
Arizona
$459K
SJGA
566
Stephen J. Garry & Associates
New York
$458K +$143K +1,350 +45%
BWM
567
BCGM Wealth Management
Indiana
$458K -$28K -265 -6%
LG
568
LaFleur & Godfrey
Michigan
$455K +$7.93K +75 +2%
CIP
569
Cornerstone Investment Partners
Georgia
$452K -$15.2K -144 -3%
TWP
570
Tyche Wealth Partners
Texas
$452K +$58.7K +555 +15%
FPW
571
Flagship Private Wealth
Massachusetts
$450K +$65.8K +622 +17%
BWP
572
Bernardo Wealth Planning
Pennsylvania
$450K -$28.2K -267 -6%
CTWM
573
Cherry Tree Wealth Management
Minnesota
$449K
AWM
574
Axxcess Wealth Management
California
$447K +$40.6K +384 +10%
CAL
575
Capital Analysts LLC
Pennsylvania
$446K +$329K +3,115 +281%

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.