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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
JBA
201
Johnson Bixby & Associates
Washington
$3.47M +$41.6K +394 +1%
William Blair & Company
202
William Blair & Company
Illinois
$3.47M -$438K -4,140 -11%
CA
203
Clune & Associates
Illinois
$3.45M +$525K +4,970 +18%
EFN
204
Equita Financial Network
Pennsylvania
$3.39M -$129K -1,221 -4%
TI
205
Tidal Investments
Wisconsin
$3.37M -$351K -3,323 -9%
JIR
206
James Investment Research
Ohio
$3.37M -$27.4K -259 -0.8%
SPC
207
Sigma Planning Corp
Michigan
$3.34M +$68.2K +645 +2%
APW
208
Austin Private Wealth
Texas
$3.33M -$2.01M -19,032 -38%
PP
209
Prosperity Planning
Missouri
$3.33M
UCFA
210
United Capital Financial Advisors
Texas
$3.29M -$739K -6,992 -18%
Deutsche Bank
211
Deutsche Bank
Germany
$3.27M +$1.83M +17,285 +126%
WAM
212
WNY Asset Management
New York
$3.27M +$468K +4,423 +17%
EWA
213
Exencial Wealth Advisors
Oklahoma
$3.25M -$76K -719 -2%
BCM
214
Becker Capital Management
Oregon
$3.24M +$157K +1,489 +5%
GAB
215
German American Bancorp
Indiana
$3.23M +$107K +1,010 +3%
IWMA
216
Ironwood Wealth Management (Arizona)
Arizona
$3.2M -$417K -3,948 -12%
AIM
217
Alhambra Investment Management
Florida
$3.15M -$1.21M -11,405 -28%
LWM
218
LJI Wealth Management
Indiana
$3.12M +$297K +2,813 +11%
CA
219
Clearstead Advisors
Ohio
$3.11M +$474K +4,483 +18%
MHC
220
May Hill Capital
Massachusetts
$3.11M +$317 +3 +0%
CPA
221
Cardiff Park Advisors
California
$3.09M +$4.02K +38 +0.1%
SHWM
222
Smith & Howard Wealth Management
Georgia
$3.04M -$127K -1,198 -4%
FWM
223
Fonville Wealth Management
Virginia
$3.01M -$345K -3,262 -10%
WA
224
Wealth Architects
California
$3M +$101K +954 +3%
AWM
225
Angeles Wealth Management
California
$2.99M +$341K +3,223 +13%

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.