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iShares Short-Term National Muni Bond ETF

831 hedge funds and large institutions have $8.22B invested in iShares Short-Term National Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 371 increasing their positions, 260 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 260

2% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 55

2% less funds holding

Funds holding: 847831 (-16)

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

6% less capital invested

Capital invested by funds: $8.72B → $8.22B (-$496M)

7.09% less ownership

Funds ownership: 87.67%80.58% (-7.1%)

Holders
831
Holders Change
-16
Holders Change %
-1.89%
% of All Funds
10.91%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.32%
New
54
Increased
371
Reduced
260
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
101
Aaron Wealth Advisors
Illinois
$9.86M +$400K +3,746 +4%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$9.76M +$153K +1,437 +2%
IAN
103
Integrated Advisors Network
Texas
$9.7M -$358K -3,352 -4%
MW
104
MBL Wealth
North Carolina
$9.49M +$387K +3,620 +4%
PGFC
105
Peapack-Gladstone Financial Corp
New Jersey
$9.38M +$444K +4,157 +5%
M&T Bank
106
M&T Bank
New York
$9.38M -$101K -948 -1%
ST
107
Smithfield Trust
Pennsylvania
$9.35M +$1.68M +15,738 +22%
Jane Street
108
Jane Street
New York
$9.22M +$630K +5,901 +7%
SA
109
Sanctuary Advisors
Indiana
$9.13M +$5.17M +48,389 +130%
PPW
110
Pasadena Private Wealth
California
$9.08M +$9.08M +85,044 New
JWA
111
JFS Wealth Advisors
Pennsylvania
$9.04M +$996K +9,327 +12%
IRP
112
Investment Research Partners
Pennsylvania
$8.91M +$8.94M +83,704 New
PAS
113
Park Avenue Securities
New York
$8.83M -$1.3M -12,174 -13%
IWC
114
Integrated Wealth Concepts
Massachusetts
$8.65M +$4.56M +42,698 +112%
QC
115
Quent Capital
New York
$8.63M -$126K -1,180 -1%
PP
116
PDS Planning
Ohio
$8.55M +$5.77K +54 +0.1%
GS
117
GWN Securities
Florida
$8.54M +$8.54M +79,936 New
SAG
118
SageView Advisory Group
California
$8.5M +$24.9K +233 +0.3%
CCWA
119
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.41M -$946K -8,855 -10%
NFG
120
Northeast Financial Group
Pennsylvania
$8.25M +$200K +1,869 +2%
MWP
121
Meridian Wealth Partners
Pennsylvania
$8.05M -$405K -3,792 -5%
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$8.01M +$201K +1,878 +3%
Citadel Advisors
123
Citadel Advisors
Florida
$7.99M -$707K -6,623 -8%
CCM
124
Condor Capital Management
New Jersey
$7.99M +$118K +1,103 +1%
SAI
125
Savvy Advisors Inc
New York
$7.93M +$5.33M +49,887 +205%

SUB Hedge Fund Activity: Q3 2025 in Review

831 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q3 2025, worth a combined $8.22B — down 5.7% from $8.72B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of SUB and 54 opened new positions — a net loss of 1 holder — while 260 trimmed existing stakes and 371 added.

The largest buyer was Mercer Global Advisors, adding an estimated $92.6M. The largest seller was Envestnet Asset Management, cutting an estimated $516M.

  • 831 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q3 2025, down from 847 in Q2 2025.
  • Funds reported $8.22B of iShares Short-Term National Muni Bond ETF stock for Q3 2025, down 5.7% quarter-over-quarter.
  • 54 funds opened new iShares Short-Term National Muni Bond ETF positions in Q3 2025 and 55 closed out, a net change of -1 holder.
  • The largest iShares Short-Term National Muni Bond ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $92.6M added.
  • The largest iShares Short-Term National Muni Bond ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $516M sold.

Based on aggregated 13F filings for Q3 2025.