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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
GEA
776
Glen Eagle Advisors
New Jersey
$152K
IBOK
777
Independence Bank of Kentucky
Kentucky
$151K
AC
778
AlphaCore Capital
California
$150K +$106K +1,004 +247%
BCWM
779
Bartlett & Co Wealth Management
Ohio
$147K
SC
780
SouthState Corp
Florida
$142K -$254K -2,404 -64%
BBHC
781
Brown Brothers Harriman & Co
New York
$139K
AEPWM
782
Atlantic Edge Private Wealth Management
Florida
$138K
IF
783
Integrity Financial
Wyoming
$133K
BL
784
BFSG LLC
California
$131K +$79.2K +750 +157%
RF
785
Rossby Financial
Florida
$124K +$1.37K +13 +1%
GWSG
786
GPS Wealth Strategies Group
Colorado
$123K
RF
787
Robinswood Financial
Washington
$116K
AAS
788
Ameritas Advisory Services
Nebraska
$113K +$113K +1,066 New
AG
789
AmeriFlex Group
Nevada
$111K +$110K +1,040 New
TFM
790
TFC Financial Management
Massachusetts
$105K +$104K +986 New
AAG
791
Armstrong Advisory Group
Massachusetts
$102K
BOJHT
792
Bank of Jackson Hole Trust
Wyoming
$96K +$15.8K +150 +20%
WOSD
793
WFA of San Diego
California
$95.1K +$94.4K +894 New
GWP
794
Gen-Wealth Partners
Michigan
$93.7K +$15.2K +144 +20%
FMP
795
Financial Management Professionals
Texas
$89.8K +$89.2K +844 New
RP
796
Rice Partnership
Hawaii
$88.6K +$88K +833 New
VWM
797
Valley Wealth Managers
New Jersey
$85.7K -$1.37K -13 -2%
HWA
798
HHM Wealth Advisors
Tennessee
$74.4K
CIAS
799
Capital Investment Advisory Services
North Carolina
$74K
CICI
800
Capital Investment Counsel Inc
North Carolina
$70.1K

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.