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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
APP
126
Avantax Planning Partners
Iowa
$6.51M -$60.9K -576 -0.9%
PGFC
127
Peapack-Gladstone Financial Corp
New Jersey
$6.48M +$746K +7,056 +13%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$6.41M -$1.43M -13,531 -18%
EWM
129
Elmwood Wealth Management
California
$6.4M +$128K +1,212 +2%
CCM
130
Coldstream Capital Management
Washington
$6.31M +$885K +8,370 +16%
FGWP
131
Founders Grove Wealth Partners
Virginia
$5.94M +$382K +3,610 +7%
NA
132
NewEdge Advisors
Louisiana
$5.93M +$866K +8,193 +17%
LPP
133
Life Planning Partners
Florida
$5.9M -$85.7K -811 -1%
CTA
134
Chesley Taft & Associates
Illinois
$5.9M +$595K +5,625 +11%
EC
135
Elequin Capital
New York
$5.89M +$5.9M +55,810 New
SPP
136
Single Point Partners
Massachusetts
$5.82M -$917K -8,671 -14%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$5.76M -$530K -5,011 -8%
Cambridge Investment Research Advisors
138
Cambridge Investment Research Advisors
Iowa
$5.73M -$273K -2,587 -5%
EWM
139
Empirical Wealth Management
Washington
$5.7M -$150K -1,415 -3%
PP
140
PrairieView Partners
Minnesota
$5.67M -$755K -7,140 -12%
GT
141
Glenview Trust
Kentucky
$5.64M +$2.36M +22,369 +72%
JWA
142
JFS Wealth Advisors
Pennsylvania
$5.59M +$277K +2,624 +5%
WA
143
Waverly Advisors
Alabama
$5.45M -$196K -1,858 -3%
PG
144
Patten Group
Tennessee
$5.37M +$749K +7,083 +16%
FPAS
145
Focus Partners Advisor Solutions
Missouri
$5.32M -$485K -4,592 -8%
AHC
146
Anderson Hoagland & Co
Missouri
$5.26M -$696K -6,585 -12%
BFA
147
Bragg Financial Advisors
North Carolina
$5.26M -$1.11M -10,467 -17%
SFM
148
Signet Financial Management
New Jersey
$5.2M -$260K -2,461 -5%
ERIC
149
Eagle Rock Investment Company
Georgia
$5.12M +$42.9K +406 +0.8%
FAT
150
First American Trust
California
$5.07M +$281K +2,661 +6%

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.