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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
BRIA
601
Balanced Rock Investment Advisors
Massachusetts
$398K -$57.4K -543 -13%
TWP
602
Triad Wealth Partners
Kansas
$397K +$397K +3,758 New
WWM
603
Waterway Wealth Management
Texas
$396K +$44.4K +420 +13%
SC
604
SouthState Corp
Florida
$395K +$351K +3,318 +781%
GD
605
Grandfield & Dodd
New York
$394K
MFGM
606
Marshall Financial Group (Maryland)
Maryland
$392K +$392K +3,712 New
Wealthfront Advisers
607
Wealthfront Advisers
California
$392K +$41.3K +391 +12%
C1AG
608
Client 1st Advisory Group
Florida
$391K
GAA
609
Guardian Asset Advisors
Pennsylvania
$389K +$1.16K +11 +0.3%
GSIAS
610
Garden State Investment Advisory Services
New Jersey
$386K +$1.16K +11 +0.3%
WTC
611
WhitTier Trust Company
Nevada
$385K -$42.6K -403 -10%
AIA
612
Armor Investment Advisors
North Carolina
$385K +$19.8K +187 +5%
LSWP
613
Liberty Square Wealth Partners
Pennsylvania
$383K +$9.94K +94 +3%
WPC
614
White Pine Capital
Minnesota
$382K -$12.1K -114 -3%
KCM
615
KM Capital Management
Texas
$381K -$2.21M -20,945 -85%
SIM
616
Stratos Investment Management
Ohio
$381K +$8.88K +84 +2%
BB
617
Busey Bank
Illinois
$380K
BAM
618
Belpointe Asset Management
Nevada
$376K +$376K +3,558 New
FCA
619
Fortis Capital Advisors
Kansas
$376K +$376K +3,558 New
SGCA
620
Steel Grove Capital Advisors
Tennessee
$374K -$93K -880 -20%
RFP
621
Root Financial Partners
California
$374K -$30.7K -290 -8%
SIS
622
Strategic Investment Solutions
Illinois
$369K -$56.7K -536 -13%
PA
623
PFG Advisors
Arizona
$363K -$161K -1,526 -31%
HKIM
624
Hayek Kallen Investment Management
Alabama
$362K
SFS
625
Strategic Financial Services
New York
$361K +$362K +3,422 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.