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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
CFFP
801
Center for Financial Planning
Michigan
$34.6K +$34.7K +328 New
AF
802
Abound Financial
California
$34.1K +$34.1K +323 New
VNA
803
Valley National Advisers
Pennsylvania
$30K +$30.6K +289 New
GWS
804
Greykasell Wealth Strategies
California
$29.6K +$29.6K +280 New
AT
805
Arlington Trust
Alabama
$29K +$29.1K +275 New
LFA
806
LGT Financial Advisors
Texas
$27.7K -$124K -1,174 -82%
BIG
807
Brooklyn Investment Group
New York
$26.6K +$26.6K +252 New
RA
808
Rise Advisors
New York
$25.4K +$106 +1 +0.4%
FNWA
809
Financial Network Wealth Advisors
Utah
$25.1K +$25.2K +238 New
DAM
810
Delta Asset Management
Tennessee
$21.1K
NL
811
NVWM LLC
Pennsylvania
$21.1K
HIA
812
Harbor Investment Advisory
Maryland
$20.9K
SWC
813
Spectrum Wealth Counsel
Indiana
$20.8K
BI
814
Binnacle Investments
Iowa
$20.5K +$20.5K +194 New
CIA
815
Cape Investment Advisory
Georgia
$13.3K -$11.2K -106 -46%
TFA
816
Transamerica Financial Advisors
Florida
$13K -$951 -9 -7%
GWANC
817
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.9K -$13.7K -130 -52%
HIW
818
Holos Integrated Wealth
Pennsylvania
$12.5K
RWS
819
Retirement Wealth Solutions
Wisconsin
$12K -$12.2K -115 -50%
AAP
820
Arax Advisory Partners
Colorado
$12K +$12.1K +114 New
GM
821
GeoWealth Management
Illinois
$11.6K -$14.8K -140 -56%
TIM
822
Tortoise Investment Management
New York
$10.6K
TCOV
823
Trust Company of Vermont
Vermont
$9.19K +$9.2K +87 New
CPG
824
Cornerstone Planning Group
New Jersey
$9.04K +$9.09K +86 New
MCA
825
Midwest Capital Advisors
Michigan
$6.65K

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.