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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
MCM
676
Mattern Capital Management
Colorado
$282K
WE
677
Wealth Effects
Massachusetts
$281K
SPFA
678
Summit Place Financial Advisors
New Jersey
$281K +$281K +2,660 New
MFC
679
Morris Financial Concepts
South Carolina
$281K -$25.3K -239 -8%
CFS
680
Coordinated Financial Services
Colorado
$279K +$1.06K +10 +0.4%
EP
681
Essential Planning
New Hampshire
$279K -$17.7M -167,010 -98%
VWM
682
Venturi Wealth Management
Texas
$278K -$137K -1,299 -33%
AC
683
AWM Capital
Arizona
$278K -$17.1K -162 -6%
FLA
684
Financial Life Advisors
Texas
$277K -$327K -3,093 -54%
SAM
685
Strive Asset Management
Ohio
$276K -$415K -3,927 -60%
Fifth Third Bancorp
686
Fifth Third Bancorp
Ohio
$275K +$47.6K +450 +21%
SPI
687
Sutton Place Investors
New York
$272K -$15.4K -146 -5%
VWA
688
VERITY Wealth Advisors
United States
$271K
AFP
689
Ausdal Financial Partners
Iowa
$271K +$211 +2 +0.1%
RZH
690
Relyea Zuckerberg Hanson
Connecticut
$270K -$62.7K -593 -19%
AIM
691
Advyzon Investment Management
Illinois
$270K +$1.48K +14 +0.6%
LFG
692
Lockerman Financial Group
California
$268K +$268K +2,539 New
SHF
693
Stage Harbor Financial
Massachusetts
$268K
GWM
694
Gibbs Wealth Management
Georgia
$267K +$423 +4 +0.2%
WC
695
Whitney & Co
New York
$265K -$15.9K -150 -6%
FG
696
Foster Group
Iowa
$260K -$105K -995 -29%
TA
697
TruWealth Advisors
Louisiana
$260K -$43.4K -411 -14%
ODIJL
698
One Day In July LLC
Vermont
$259K +$260K +2,457 New
CAL
699
Capital Advisors Ltd
Ohio
$259K
DAS
700
Diversify Advisory Services
Utah
$259K -$151K -1,432 -37%

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.