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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
EIA
651
Edgemoor Investment Advisors
Maryland
$315K -$190K -1,800 -38%
AWA
652
Alta Wealth Advisors
Massachusetts
$313K
LFS
653
Legacy Financial Strategies
Kansas
$310K +$317 +3 +0.1%
AWP
654
Astra Wealth Partners
New Jersey
$309K -$87.6K -829 -22%
IWM
655
Integris Wealth Management
California
$309K -$2.99M -28,241 -91%
WWP
656
Wise Wealth Partners
Arizona
$309K +$1.27K +12 +0.4%
KA
657
Kovack Advisors
Florida
$308K
SAF
658
Smith Anglin Financial
Texas
$307K -$2.43K -23 -0.8%
BS
659
Brighton Securities
New York
$307K +$3.81K +36 +1%
PWP
660
PrairieView Wealth Partners
Illinois
$306K -$211 -2 -0.1%
EF
661
Envision Financial
Wisconsin
$306K +$307K +2,900 New
WA
662
Wealthstream Advisors
New York
$305K
CPL
663
CAP Partners LLC
Tennessee
$300K +$6.34K +60 +2%
FIA
664
Foundations Investment Advisors
Arizona
$298K -$187K -1,769 -39%
RB
665
Renasant Bank
Mississippi
$296K
AWP
666
Axis Wealth Partners
Rhode Island
$296K -$423 -4 -0.1%
CIA
667
Concurrent Investment Advisors
Florida
$293K -$201K -1,904 -41%
WCF
668
West Coast Financial
California
$291K
MAM
669
McLean Asset Management
Virginia
$290K
HNWA
670
Henrickson Nauta Wealth Advisors
Michigan
$288K -$740 -7 -0.3%
OSAM
671
O'Shaughnessy Asset Management
Connecticut
$288K +$1.27K +12 +0.4%
JFGIW
672
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$286K
SA
673
Sovran Advisors
California
$285K -$62.6K -592 -18%
HBT
674
Hills Bank & Trust
Iowa
$285K
SFS
675
Sowell Financial Services
Arkansas
$283K +$284K +2,684 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.