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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
ALA
726
Atlas Legacy Advisors
California
$227K -$85K -804 -27%
PFBT
727
Parkside Financial Bank & Trust
Missouri
$226K +$54.5K +516 +32%
WG
728
Wealth Group
North Carolina
$225K -$40.6K -384 -15%
TFG
729
Team Financial Group
California
$224K +$211 +2 +0.1%
AC
730
ASB Consultores
Florida
$220K -$38.9K -368 -15%
GAM
731
Gemmer Asset Management
California
$220K -$22.3K -211 -9%
T
732
Tableaux
Massachusetts
$220K +$220K +2,080 New
GWMIA
733
Global Wealth Management Investment Advisory
Florida
$218K
ES
734
Eagle Strategies
New York
$218K -$14.9K -141 -6%
First Trust Advisors
735
First Trust Advisors
Illinois
$217K -$22.2K -210 -9%
WDG
736
Wealth Dimensions Group
Ohio
$215K
HS
737
Horan Securities
United States
$214K -$13.2K -125 -6%
DWM
738
Dopkins Wealth Management
New York
$212K -$50K -473 -19%
PWPS
739
Pinnacle Wealth Planning Services
Ohio
$211K
SMA
740
Sage Mountain Advisors
Georgia
$211K
GFG
741
Goldstone Financial Group
Illinois
$211K
NWM
742
Napa Wealth Management
California
$208K
KP
743
Keel Point
Alabama
$208K +$2.33K +22 +1%
UAG
744
United Advisor Group
Ohio
$208K +$4.65K +44 +2%
HPA
745
High Probability Advisors
New York
$206K
FHB
746
First Hawaiian Bank
Hawaii
$204K
UFA
747
Uptown Financial Advisors
Texas
$204K
CWP
748
Cyndeo Wealth Partners
Florida
$204K -$12.4K -117 -6%
PPH
749
Pure Portfolios Holdings
Oregon
$203K +$740 +7 +0.4%
EW
750
Elyxium Wealth
California
$203K -$9.09K -86 -4%

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.