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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
VA
176
Valmark Advisers
Ohio
$4.09M +$130K +1,233 +3%
MWAM
177
Manhattan West Asset Management
California
$4.08M +$80.1K +758 +2%
KF
178
K2 Financial
California
$4.06M -$2.85K -27 -0.1%
RWM
179
Rockwood Wealth Management
Pennsylvania
$3.99M -$817K -7,728 -17%
DIP
180
DT Investment Partners
Pennsylvania
$3.96M +$3.93M +37,190 +12,522%
MAM
181
Mullooly Asset Management
New Jersey
$3.96M +$3.96M +37,482 New
IWC
182
Integrated Wealth Concepts
Massachusetts
$3.94M -$5.31M -50,190 -57%
BLC
183
Brown, Lisle/Cummings
Rhode Island
$3.93M
RFC
184
Regions Financial Corp
Alabama
$3.92M +$94.4K +893 +2%
SWM
185
Spire Wealth Management
Virginia
$3.88M +$84.4K +798 +2%
Jones Financial Companies
186
Jones Financial Companies
Missouri
$3.87M +$1.35M +12,745 +53%
MWC
187
MBM Wealth Consultants
Missouri
$3.84M -$111K -1,048 -3%
CFMC
188
Curbstone Financial Management Corp
New Hampshire
$3.83M
DAS
189
Dynamic Advisor Solutions
Arizona
$3.82M -$234K -2,210 -6%
JIC
190
Joel Isaacson & Co
New York
$3.8M +$1.01M +9,598 +36%
AWM
191
Apex Wealth Management
New Hampshire
$3.74M +$1.41M +13,346 +60%
NW
192
NewEdge Wealth
Pennsylvania
$3.73M -$171K -1,614 -4%
ANTB
193
AMG National Trust Bank
Colorado
$3.69M +$100K +950 +3%
GWM
194
Geneos Wealth Management
Colorado
$3.68M +$2.33M +22,064 +172%
Betterment LLC
195
Betterment LLC
New York
$3.65M +$495K +4,678 +16%
SA
196
Sanctuary Advisors
Indiana
$3.62M -$549K -5,189 -13%
MPM
197
Meritage Portfolio Management
Kansas
$3.62M -$331K -3,128 -8%
PHWM
198
Pine Harbor Wealth Management
Maryland
$3.56M +$18K +170 +0.5%
SP
199
Symmetry Partners
Connecticut
$3.52M +$185K +1,751 +6%
AWE
200
Avidian Wealth Enterprises
Texas
$3.51M -$757K -7,162 -18%

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.