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iShares Short-Term National Muni Bond ETF

907 hedge funds and large institutions have $9.66B invested in iShares Short-Term National Muni Bond ETF in 2026 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 384 increasing their positions, 277 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 46

39% more repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 277

2% more funds holding

Funds holding: 887907 (+20)

3% more capital invested

Capital invested by funds: $9.4B → $9.66B (+$258M)

1.36% less ownership

Funds ownership: 86.12%84.76% (-1.4%)

14% less funds holding in top 10

Funds holding in top 10: 2925 (-4)

Holders
907
Holders Change
+20
Holders Change %
+2.25%
% of All Funds
10.98%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.3%
New
85
Increased
384
Reduced
277
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.15B +$32.3M +303,864 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.11B +$132M +1,236,131 +13%
Morgan Stanley
3
Morgan Stanley
New York
$594M -$36.2M -339,711 -6%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$505M -$19.9M -187,113 -4%
UBS Group
5
UBS Group
Switzerland
$328M +$18M +169,046 +6%
Creative Planning
6
Creative Planning
Kansas
$315M +$5.29M +49,703 +2%
SEI Investments
7
SEI Investments
Pennsylvania
$314M +$9.67M +90,825 +3%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$165M +$948K +8,909 +0.6%
Citigroup
9
Citigroup
New York
$163M +$8.25M +77,485 +5%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$148M +$9.79M +91,945 +7%
Franklin Resources
11
Franklin Resources
California
$130M -$5.96M -56,023 -4%
Ameriprise
12
Ameriprise
Minnesota
$121M +$9.69M +91,048 +9%
LPL Financial
13
LPL Financial
California
$109M -$1.32M -12,417 -1%
Goldman Sachs
14
Goldman Sachs
New York
$102M +$58.5M +549,221 +136%
RAM
15
Robinhood Asset Management
California
$96M +$15.5M +146,000 +19%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$91.2M -$492K -4,624 -0.5%
Mariner
17
Mariner
Kansas
$90.6M -$3.53M -33,147 -4%
TCIIS
18
TIAA-CREF Individual & Institutional Services
New York
$86.6M -$511K -4,802 -0.6%
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$80M +$16.8M +157,883 +27%
Raymond James Financial
20
Raymond James Financial
Florida
$79.1M +$11.5M +108,402 +17%
SL
21
Salomon & Ludwin
Virginia
$77.3M +$1.66M +15,623 +2%
Nisa Investment Advisors
22
Nisa Investment Advisors
Missouri
$71.9M -$447K -4,200 -0.6%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$66.5M -$879K -8,257 -1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$62.9M +$338K +3,180 +0.5%
JP Morgan Chase
25
JP Morgan Chase
New York
$60.4M -$3.83M -35,951 -6%

SUB Hedge Fund Activity: Q2 2026 in Review

907 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q2 2026, worth a combined $9.66B — up 2.7% from $9.4B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SUB positions and 46 closed out — a net gain of 39 holders — while 384 added to existing stakes and 277 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $132M. The largest seller was Allstate Corporation, cutting an estimated $107M.

  • 907 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q2 2026, up from 887 in Q1 2026.
  • Funds reported $9.66B of iShares Short-Term National Muni Bond ETF stock for Q2 2026, up 2.7% quarter-over-quarter.
  • 85 funds opened new iShares Short-Term National Muni Bond ETF positions in Q2 2026 and 46 closed out, a net change of +39 holders.
  • The largest iShares Short-Term National Muni Bond ETF buyer in Q2 2026 was Mercer Global Advisors, an estimated $132M added.
  • The largest iShares Short-Term National Muni Bond ETF seller in Q2 2026 was Allstate Corporation, an estimated $107M sold.

Based on aggregated 13F filings for Q2 2026.