We are live on ! Find out more
SUB icon

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
FCI
876
Financial Counselors Inc
Kansas
-$361K -3,421 Closed
EWA
877
ERTS Wealth Advisors
Michigan
-$337K -3,188 Closed
PWP
878
PrairieView Wealth Partners
Illinois
-$306K -2,902 Closed
WA
879
Wealthstream Advisors
New York
-$305K -2,887 Closed
RB
880
Renasant Bank
Mississippi
-$296K -2,805 Closed
AWP
881
Axis Wealth Partners
Rhode Island
-$296K -2,800 Closed
MAM
882
McLean Asset Management
Virginia
-$290K -2,766 Closed
WCF
883
West Coast Financial
California
-$291K -2,760 Closed
SA
884
Sovran Advisors
California
-$285K -2,713 Closed
SPFA
885
Summit Place Financial Advisors
New Jersey
-$281K -2,660 Closed
AIM
886
Advyzon Investment Management
Illinois
-$270K -2,554 Closed
ODIJL
887
One Day In July LLC
Vermont
-$259K -2,457 Closed
MPW
888
Magnolia Private Wealth
Pennsylvania
-$255K -2,418 Closed
CA
889
Calton & Associates
Florida
-$238K -2,251 Closed
NP
890
NorthRock Partners
Minnesota
-$233K -2,210 Closed
WT
891
Washington Trust
Rhode Island
-$228K -2,163 Closed
WG
892
Wealth Group
North Carolina
-$225K -2,135 Closed
AC
893
ASB Consultores
Florida
-$220K -2,082 Closed
T
894
Tableaux
Massachusetts
-$220K -2,080 Closed
DWM
895
Dopkins Wealth Management
New York
-$212K -2,011 Closed
CWP
896
Cyndeo Wealth Partners
Florida
-$204K -1,933 Closed
NWM
897
Northwest Wealth Management
Iowa
-$202K -1,917 Closed
FC
898
FCA Corp
Texas
-$202K -1,910 Closed
DF
899
Dunhill Financial
United Kingdom
-$107K -1,014 Closed
TWM
900
Topsail Wealth Management
North Carolina
-$101K -960 Closed

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.