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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
MWP
101
Meridian Wealth Partners
Pennsylvania
$8.03M -$540K -5,108 -6%
MFG
102
Merit Financial Group
Georgia
$7.84M +$7.21M +68,187 +1,126%
BIP
103
Blueprint Investment Partners
North Carolina
$7.76M +$7.48M +70,771 +2,623%
BCM
104
Brookstone Capital Management
Illinois
$7.72M +$1.15M +10,839 +17%
CCM
105
Condor Capital Management
New Jersey
$7.7M +$357K +3,375 +5%
EWA
106
EP Wealth Advisors
California
$7.67M +$959K +9,076 +14%
ZF
107
Zhang Financial
Michigan
$7.52M +$560K +5,301 +8%
CCA
108
Clearwater Capital Advisors
Illinois
$7.52M +$356K +3,367 +5%
ST
109
Smithfield Trust
Pennsylvania
$7.36M +$632K +5,981 +9%
VAMG
110
Voisard Asset Management Group
Michigan
$7.35M +$4.76M +45,051 +183%
OCG
111
Opus Capital Group
Ohio
$7.32M -$300K -2,840 -4%
WIA
112
World Investment Advisors
California
$7.23M -$204K -1,931 -3%
NAS
113
Nicolet Advisory Services
Wisconsin
$7.17M +$313K +2,958 +5%
TPCW
114
TD Private Client Wealth
New York
$7.16M +$1.86M +17,636 +35%
CCWA
115
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.14M +$7.15M +67,632 New
ACM
116
AUA Capital Management
Pennsylvania
$7.13M
VAS
117
Vestmark Advisory Solutions
Massachusetts
$7.04M +$7.04M +66,642 New
PP
118
PDS Planning
Ohio
$7.02M -$90.3K -854 -1%
IAN
119
Integrated Advisors Network
Texas
$6.83M -$1.94M -18,326 -22%
WANY
120
Wealthspire Advisors (New York)
New York
$6.83M +$3.15M +29,791 +85%
WAP
121
Wealthcare Advisory Partners
Pennsylvania
$6.79M -$935K -8,843 -12%
MBFW
122
Morton Brown Family Wealth
Pennsylvania
$6.78M +$493K +4,660 +8%
NFG
123
Northeast Financial Group
Pennsylvania
$6.7M -$1.05M -9,911 -14%
BC
124
Brio Consultants
California
$6.64M +$367K +3,472 +6%
Baird Financial Group
125
Baird Financial Group
Wisconsin
$6.52M +$445K +4,211 +7%

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.