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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
FCI
626
Financial Counselors Inc
Kansas
$361K +$7.29K +69 +2%
SWP
627
Summit Wealth Partners
Florida
$361K +$634 +6 +0.2%
CWM
628
Collaborative Wealth Management
Florida
$358K +$1.9K +18 +0.5%
CCFCSB
629
Cape Cod Five Cents Savings Bank
Massachusetts
$357K
MW
630
Maia Wealth
Colorado
$356K +$13.6K +129 +4%
HWMC
631
Heritage Wealth Management (California)
California
$356K -$107K -1,013 -23%
PFGIA
632
Patriot Financial Group Insurance Agency
Massachusetts
$353K -$28.6K -271 -8%
SWP
633
ShoreHaven Wealth Partners
New Jersey
$351K -$23.4K -221 -6%
KW
634
Keyvantage Wealth
Pennsylvania
$350K -$198K -1,877 -36%
AA
635
ArborFi Advisors
Michigan
$349K +$103K +978 +42%
TW
636
Traveka Wealth
California
$348K -$89.4K -846 -20%
KSWA
637
Kathleen S. Wright Associates
Pennsylvania
$348K +$338K +3,201 +3,479%
XPN
638
XY Planning Network
Montana
$345K -$47.6K -450 -12%
BA
639
Ballast Advisors
Minnesota
$345K -$44.4K -420 -11%
TFGT
640
TS Financial Group (TSFG)
Illinois
$342K -$9.2K -87 -3%
Northern Trust
641
Northern Trust
Illinois
$338K -$10.3K -97 -3%
EWA
642
ERTS Wealth Advisors
Michigan
$337K -$61.7K -584 -15%
WMA
643
West Michigan Advisors
Michigan
$335K +$83.8K +793 +33%
AWM
644
AE Wealth Management
Kansas
$334K -$6.34K -60 -2%
1IA
645
1834 Investment Advisors
Wisconsin
$333K +$125K +1,186 +60%
HGWM
646
Horst & Graben Wealth Management
Oregon
$332K +$1.27K +12 +0.4%
IFPL
647
Investments & Financial Planning LLC
Kentucky
$324K +$52.9K +500 +19%
APIM
648
Agate Pass Investment Management
Washington
$322K +$10.6K +100 +3%
HIMC
649
Heritage Investors Management Corp
Maryland
$317K
EHC
650
Everett Harris & Co
California
$317K

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.