SUB icon

iShares Short-Term National Muni Bond ETF
SUB

Overview Fund Activity

829 hedge funds and large institutions have $7.78B invested in iShares Short-Term National Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 316 increasing their positions, 306 reducing their positions, and 51 closing their positions.

Holders
829
Holders Change
+3
Holders Change %
+0.36%
% of All Funds
11.26%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.3%
New
75
Increased
316
Reduced
306
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$331M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$69.2M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$694M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$106M
5
AG
5
Ascent Group
Virginia
$20.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$557M
2
Bank of America
2
Bank of America
North Carolina
$742M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$457M
4
Morgan Stanley
4
Morgan Stanley
New York
$349M
5
EP
5
Essential Planning
New Hampshire
$279K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$742M 7,030,808 -756,903 -10%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$694M 6,571,424 +320,360 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$557M 5,272,771 -974,678 -16%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$457M 4,326,731 -310,386 -7%
Morgan Stanley
5
Morgan Stanley
New York
$349M 3,304,443 -199,648 -6%
TIAA Trust, National Association
6
TIAA Trust, National Association
North Carolina
$331M 3,131,108 +1,392,541 +80%
SEI Investments
7
SEI Investments
Pennsylvania
$281M 2,659,264 -17,643 -0.7%
Creative Planning
8
Creative Planning
Kansas
$271M 2,565,673 +10,464 +0.4%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$139M 1,319,670 +34,065 +3%
UBS Group
10
UBS Group
Switzerland
$134M 1,269,183 -135,857 -10%
Franklin Resources
11
Franklin Resources
California
$133M 1,255,762 -16,145 -1%
Citigroup
12
Citigroup
New York
$111M 1,051,792 -43,508 -4%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$106M 1,003,247 +193,124 +24%
Ameriprise
14
Ameriprise
Minnesota
$103M 974,822 +61,048 +7%
LPL Financial
15
LPL Financial
California
$89.7M 849,763 -71,919 -8%
Mariner
16
Mariner
Kansas
$87.6M 829,783 +27,168 +3%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$81.7M 773,466 +102,919 +15%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$70.2M 664,683 -44,555 -6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$69.2M 655,325 +389,473 +146%
SL
20
Salomon & Ludwin
Virginia
$61.5M 582,474 +22,832 +4%
AF
21
Allworth Financial
California
$61M 578,881 -13,557 -2%
MMA
22
Miracle Mile Advisors
California
$59M 559,172 +13,435 +2%
US Bancorp
23
US Bancorp
Minnesota
$57.3M 543,047 -8,521 -2%
EI
24
Ellevest Inc
New York
$56M 530,703 -60,926 -10%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$54.1M 512,287 +174,097 +51%
1
2 3 4 5