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iShares Short-Term National Muni Bond ETF

847 hedge funds and large institutions have $8.72B invested in iShares Short-Term National Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 355 increasing their positions, 274 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 62

30% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 274

12% more capital invested

Capital invested by funds: $7.81B → $8.72B (+$905M)

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

2% more funds holding

Funds holding: 833847 (+14)

1.41% less ownership

Funds ownership: 89.08%87.67% (-1.4%)

Holders
847
Holders Change
+14
Holders Change %
+1.68%
% of All Funds
11.15%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.33%
New
84
Increased
355
Reduced
274
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
751
Pinnacle Wealth Planning Services
Ohio
$213K
SMA
752
Sage Mountain Advisors
Georgia
$213K
GFG
753
Goldstone Financial Group
Illinois
$212K
DC
754
DeDora Capital
California
$212K +$210K +1,989 New
NAM
755
NTV Asset Management
West Virginia
$211K +$210K +1,988 New
ES
756
Eagle Strategies
New York
$211K -$8.66K -82 -4%
NWM
757
Napa Wealth Management
California
$210K
KP
758
Keel Point
Alabama
$209K +$106 +1 +0.1%
SWM
759
Silverlake Wealth Management
Vermont
$208K +$207K +1,959 New
HPA
760
High Probability Advisors
New York
$207K
FHB
761
First Hawaiian Bank
Hawaii
$206K
UFA
762
Uptown Financial Advisors
Texas
$206K
CAG
763
Curtis Advisory Group
California
$205K +$204K +1,929 New
WPA
764
West Paces Advisors
Georgia
$205K +$203K +1,925 New
SS
765
Sunbelt Securities
Texas
$205K +$11.8K +112 +6%
State Farm Mutual Automobile Insurance
766
State Farm Mutual Automobile Insurance
Illinois
$204K +$134K +1,272 +196%
D
767
Dentgroup
Louisiana
$204K +$203K +1,921 New
SIC
768
Sterling Investment Counsel
New York
$204K
FIB
769
First Interstate Bank
Montana
$202K +$200K +1,895 New
CM
770
Columbus Macro
Pennsylvania
$200K -$2.32K -22 -1%
PTC
771
Private Trust Company
Ohio
$197K +$122K +1,158 +167%
SIS
772
Strategic Investment Solutions
Illinois
$186K -$184K -1,746 -50%
CT
773
Clearstead Trust
Maine
$173K
S
774
Sachetta
Massachusetts
$170K +$10.6K +100 +7%
TC
775
Trust Company
Kansas
$154K -$86.2K -816 -36%

SUB Hedge Fund Activity: Q2 2025 in Review

847 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q2 2025, worth a combined $8.72B — up 12% from $7.81B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SUB positions and 62 closed out — a net gain of 22 holders — while 355 added to existing stakes and 274 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $324M. The largest seller was Ellevest Inc, cutting an estimated $39.4M.

  • 847 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q2 2025, up from 833 in Q1 2025.
  • Funds reported $8.72B of iShares Short-Term National Muni Bond ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 84 funds opened new iShares Short-Term National Muni Bond ETF positions in Q2 2025 and 62 closed out, a net change of +22 holders.
  • The largest iShares Short-Term National Muni Bond ETF buyer in Q2 2025 was Morgan Stanley, an estimated $324M added.
  • The largest iShares Short-Term National Muni Bond ETF seller in Q2 2025 was Ellevest Inc, an estimated $39.4M sold.

Based on aggregated 13F filings for Q2 2025.