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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
LFS
151
Lutz Financial Services
Nebraska
$5.06M -$326K -3,088 -6%
CAG
152
Crestwood Advisors Group
Massachusetts
$5.06M +$1.68M +15,856 +50%
DPI
153
Diversified Portfolios Inc
Michigan
$5.03M -$75.2K -711 -1%
PWMG
154
Private Wealth Management Group
New Jersey
$5.01M -$333K -3,152 -6%
MFS
155
McNamara Financial Services
Massachusetts
$4.94M +$80.4K +761 +2%
PFM
156
Phillips Financial Management
Indiana
$4.9M -$87.1K -824 -2%
TFA
157
Tobias Financial Advisors
Florida
$4.85M +$1.14M +10,757 +31%
PFS
158
Prospera Financial Services
Texas
$4.76M +$245K +2,317 +5%
Luther King Capital Management (LKCM)
159
Luther King Capital Management (LKCM)
Texas
$4.75M
LA
160
Lindenwold Advisors
Pennsylvania
$4.7M -$426K -4,026 -8%
MFA
161
Mayflower Financial Advisors
Massachusetts
$4.68M -$174K -1,642 -4%
KAS
162
Kestra Advisory Services
Texas
$4.66M +$103K +971 +2%
B
163
Bailard
California
$4.65M +$1.79M +16,900 +62%
CST
164
Charles Schwab Trust
Nevada
$4.6M +$1.12M +10,593 +32%
SWP
165
Stratos Wealth Partners
Ohio
$4.6M -$274K -2,589 -6%
HCM
166
Horiko Capital Management
New York
$4.55M
DW
167
Durante & Waters
New York
$4.53M -$54.1K -512 -1%
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
$4.52M +$4.53M +42,846 New
LFGO
169
Legacy Financial Group (Oklahoma)
Oklahoma
$4.48M -$119K -1,130 -3%
FCIM
170
Fairview Capital Investment Management
California
$4.42M
Truist Financial
171
Truist Financial
North Carolina
$4.28M -$3.11M -29,376 -42%
PPW
172
Presilium Private Wealth
Pennsylvania
$4.27M +$488K +4,616 +13%
BFG
173
Baron Financial Group
New Jersey
$4.21M -$1.59K -15 -0%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$4.12M +$932K +8,812 +29%
HSG
175
Helen Stephens Group
Texas
$4.11M -$356K -3,367 -8%

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.