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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
OWCM
701
One Wealth Capital Management
Arizona
$258K -$259K -2,446 -50%
OC
702
Oppenheimer & Co
New York
$257K -$135K -1,274 -34%
MPW
703
Magnolia Private Wealth
Pennsylvania
$255K +$256K +2,418 New
FCM
704
Firestone Capital Management
Florida
$255K +$951 +9 +0.4%
NA
705
Nautilus Advisors
California
$250K
FWMP
706
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$250K
XF
707
XML Financial
Maryland
$249K +$12.2K +115 +5%
NS
708
NBC Securities
Alabama
$248K +$249K +2,355 +117,750%
JIP
709
Jaffetilchin Investment Partners
Florida
$245K +$245K +2,317 New
WCFP
710
White & Co Financial Planning
Washington
$244K
BWM
711
BCS Wealth Management
Tennessee
$242K
FAM
712
Flaharty Asset Management
Florida
$242K +$242K +2,287 New
PG
713
Proffitt & Goodson
Tennessee
$240K +$6.24K +59 +3%
TC
714
Trust Company
Kansas
$239K -$3.7K -35 -2%
CA
715
Calton & Associates
Florida
$238K +$238K +2,251 New
AWA
716
Arete Wealth Advisors
Illinois
$237K -$2.75K -26 -1%
JWCA
717
J.W. Cole Advisors
Florida
$237K +$237K +2,242 New
XT
718
XTX Topco
Cayman Islands
$233K -$36K -341 -13%
NP
719
NorthRock Partners
Minnesota
$233K +$234K +2,210 New
FFG
720
Fiduciary Financial Group
California
$231K +$233K +2,202 New
FFA
721
Florida Financial Advisors
Florida
$229K +$2.01K +19 +0.9%
WT
722
Washington Trust
Rhode Island
$228K
APC
723
Aspire Private Capital
North Carolina
$227K +$227K +2,150 New
PW
724
Pandora Wealth
Illinois
$227K +$227K +2,150 New
AL
725
Aspiriant LLC
California
$227K

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.