Free Trial
→ Trump wipes out trillions overnight… (From Porter & Company) (Ad) Buy SUB Stock  Free SUB Stock Alerts

iShares Short-Term National Muni Bond ETF (SUB) Institutional Ownership

iShares Short-Term National Muni Bond ETF logo
$105.93 +0.03 (+0.03%)
As of 06/10/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Short-Term National Muni Bond ETF (NYSEARCA:SUB)

Number of
Institutional Buyers
(last 12 months)
114
Total
Institutional Inflows
(last 12 months)
$1.56B
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$361.92M
Get SUB Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Short-Term National Muni Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SUB Institutional Buying and Selling by Quarter

iShares Short-Term National Muni Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Strive Asset Management LLC2,613$276K0.2%-60.0%0.003%
5/16/2025 NewEdge Advisors LLC56,161$5.93M0.0%+17.1%0.063%
5/16/2025 Integrated Wealth Concepts LLC37,339$3.94M0.0%-57.3%0.042%
5/15/2025 Baird Financial Group Inc.61,769$6.52M0.0%+7.3%0.069%
5/15/2025 OLD Mission Capital LLC84,045$8.88M0.1%N/A0.094%
5/14/2025 Ameriprise Financial Inc.974,822$102.95M0.0%+6.7%1.093%
5/14/2025 Summit Financial LLC12,664$1.34M0.0%-14.6%0.014%
5/14/2025 Flow Traders U.S. LLC24,321$2.57M0.1%N/A0.027%
5/14/2025 Partners Capital Investment Group LLP193,892$20.48M0.3%+695.6%0.217%
5/14/2025 Colonial Trust Advisors5,020$530K0.0%-4.2%0.006%
5/13/2025 Brooklyn Investment Group252$27K0.0%N/A0.000%
5/13/2025 Gen Wealth Partners Inc737$78K0.0%+27.1%0.001%
5/13/2025 Nations Financial Group Inc. IA ADV7,518$794K0.1%+17.0%0.008%
5/13/2025 EverSource Wealth Advisors LLC18,511$1.96M0.1%-9.2%0.021%
5/13/2025 Evensky & Katz LLC22,381$2.36M0.2%-18.4%0.025%
5/12/2025 SouthState Corp3,743$395K0.0%+780.7%0.004%
5/12/2025 Pandora Wealth Inc.2,150$227K0.1%N/A0.002%
5/12/2025 Hirtle Callaghan & Co LLC15,951$1.68M0.1%-31.3%0.018%
5/9/2025 Greykasell Wealth Strategies Inc.280$30K0.0%N/A0.000%
5/9/2025 Wealthspire Advisors LLC64,640$6.83M0.0%+85.5%0.077%
5/9/2025 West Michigan Advisors LLC3,176$335K0.1%+33.3%0.004%
5/9/2025 Strategic Investment Solutions Inc. IL3,496$369K0.1%-13.3%0.004%
5/8/2025 TIAA Trust National Association3,131,108$330.65M1.0%+80.1%3.750%
5/8/2025 Bank of Jackson Hole Trust753$80K0.1%+170.9%0.001%
5/8/2025 Foster & Motley Inc.4,210$445K0.0%-7.9%0.005%
5/7/2025 Keyvantage Wealth LLC3,313$350K0.2%-36.2%0.004%
5/5/2025 Crestwood Advisors Group LLC47,887$5.06M0.1%+49.5%0.057%
5/2/2025 Graypoint LLC7,964$841K0.1%+33.6%0.010%
5/2/2025 BIP Alliance LLC84,806$8.96M3.8%+1.8%0.102%
5/2/2025 BIP Wealth LLC26,054$2.75M0.2%+26.2%0.031%
5/2/2025 Whittier Trust Co. of Nevada Inc.3,646$385K0.0%-10.0%0.004%
5/2/2025 Whittier Trust Co.5,059$534K0.0%-20.9%0.006%
5/1/2025 Hughes Financial Services LLC447$47K0.0%N/A0.001%
5/1/2025 ARK & TLK Investments LLC17,939$1.89M0.7%-1.6%0.021%
5/1/2025 Fifth Third Securities Inc.21,505$2.27M0.2%-4.6%0.026%
4/30/2025 Cornerstone Investment Partners LLC4,285$452K0.0%-3.3%0.005%
4/30/2025 Rock Point Advisors LLC7,345$776K0.2%-1.6%0.009%
4/30/2025 MainStreet Investment Advisors LLC7,034$743K0.1%+1.4%0.008%
4/30/2025 Rogco LP21,627$2.28M0.9%+5.7%0.026%
4/30/2025 Nisa Investment Advisors LLC177,350$18.73M0.1%+14.7%0.212%
AI Meltdown Imminent: Dump These Stocks Now! (Ad)

If you have any money in the markets, especially in AI stocks… Please click here to see Elon Musk’s new invention… This could send many popular AI stocks crashing, including Nvidia. And it could happen starting as soon as June 1st.

Click here to see the details and learn how to prepare for the next AI revolution
4/30/2025 Greenleaf Trust105,019$11.09M0.1%-9.4%0.126%
4/30/2025 Opus Capital Group LLC69,309$7.32M0.9%-3.9%0.083%
4/29/2025 TD Private Client Wealth LLC67,807$7.16M0.2%+35.2%0.081%
4/29/2025 Bank of New York Mellon Corp4,326,731$456.90M0.1%-6.7%5.182%
4/29/2025 Sonata Capital Group Inc.6,186$653K0.3%+20.4%0.007%
4/29/2025 Strategic Blueprint LLC7,573$800K0.0%+12.3%0.009%
4/28/2025 Meritage Portfolio Management34,255$3.62M0.2%-8.4%0.041%
4/28/2025 First Horizon Advisors Inc.7,019$741K0.0%-10.7%0.008%
4/28/2025 Private Trust Co. NA693$73K0.0%-53.6%0.001%
4/28/2025 Arlington Trust Co LLC275$29K0.0%N/A0.000%
4/28/2025 Fedenia Advisers LLC6,615$699K0.5%-51.2%0.008%
4/28/2025 Rossby Financial LCC1,155$122K0.1%N/A0.001%
4/28/2025 Salomon & Ludwin LLC582,474$61.51M6.6%+4.1%0.698%
4/25/2025 Red Tortoise LLC8,005$845K0.4%+7.9%0.010%
4/25/2025 Morton Brown Family Wealth LLC64,178$6.78M2.3%+7.8%0.077%
4/24/2025 Confluence Wealth Services Inc.21,635$2.28M0.1%+15.2%0.026%
4/24/2025 Sunbelt Securities Inc.1,829$193K0.0%-5.8%0.002%
4/24/2025 Bull Street Advisors LLC10,825$1.14M0.5%-16.2%0.013%
4/24/2025 Jaffetilchin Investment Partners LLC2,317$245K0.0%N/A0.003%
4/24/2025 Bartlett & CO. Wealth Management LLC1,380$146K0.0%-36.4%0.002%
4/23/2025 Creative Financial Designs Inc. ADV10,917$1.15M0.1%+4.6%0.013%
4/23/2025 Pinnacle Bancorp Inc.21,304$2.25M0.7%-0.8%0.026%
4/23/2025 Bessemer Group Inc.16,954$1.79M0.0%+233.5%0.020%
4/22/2025 Diversified Portfolios Inc.47,676$5.04M0.5%-1.5%0.057%
4/21/2025 ORG Partners LLC9,338$986K0.2%-4.7%0.011%
4/21/2025 True Link Financial Advisors LLC13,130$1.39M0.1%+5.6%0.016%
4/21/2025 Heartwood Wealth Advisors LLC98,877$10.44M1.2%+4.3%0.118%
4/21/2025 Steel Grove Capital Advisors LLC3,540$374K0.1%-19.9%0.004%
4/17/2025 Janney Montgomery Scott LLC60,723$6.41M0.0%-18.2%0.073%
4/17/2025 Vaughan Nelson Investment Management L.P.7,021$741K0.0%+3.8%0.008%
4/15/2025 Zhang Financial LLC71,219$7.52M0.4%+8.0%0.086%
4/15/2025 Exchange Bank8,655$914K0.7%+4.6%0.010%
4/15/2025 Magnolia Private Wealth LLC2,418$255K0.1%N/A0.003%
4/15/2025 CX Institutional8,788$928K0.0%N/A0.011%
4/15/2025 GAMMA Investing LLC103,880$10.97M0.8%+27.5%0.125%
4/14/2025 Farther Finance Advisors LLC19,683$2.08M0.1%-20.2%0.024%
4/11/2025 Independence Bank of Kentucky1,417$150K0.0%+45.0%0.002%
4/9/2025 NBC Securities Inc.2,357$248K0.0%+117,750.0%0.003%
4/9/2025 American National Bank & Trust14,350$1.52M0.2%N/A0.017%
4/8/2025 First Community Trust NA4,021$425K0.4%-93.9%0.005%
4/7/2025 GAMMA Investing LLC10,969,728$1.16B0.2%+13,361.1%13.225%
4/4/2025 Quent Capital LLC93,573$9.88M1.0%+4.3%0.113%
4/1/2025 MassMutual Private Wealth & Trust FSB6,734$711K0.0%+1.5%0.008%
2/18/2025 BIP Alliance LLC83,294$8.79M3.7%N/A0.100%
2/18/2025 Novem Group5,771$609K0.1%N/A0.007%
2/17/2025Strategic Wealth Partners Ltd.10,601$1.12M0.1%+7.3%0.013%
2/17/2025 Strive Asset Management LLC6,540$690K0.5%N/A0.008%
2/17/2025 Studio Investment Management LLC22,908$2.42M0.5%-43.8%0.027%
2/17/2025 MainStreet Investment Advisors LLC6,934$731K0.1%+26.4%0.008%
2/17/2025 Lazard Asset Management LLC26,786$2.83M0.0%-2.9%0.032%
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond (Ad)

Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (including the losers!).

Click here for the names of our three top stocks to own this year (no purchase necessary).
2/17/2025 Elyxium Wealth LLC2,005$211K0.1%-30.3%0.002%
2/17/2025 Evensky & Katz LLC27,428$2.89M0.2%-36.7%0.033%
2/17/2025 Colonial Trust Co SC4,777$504K0.1%+18.7%0.006%
2/17/2025 Captrust Financial Advisors1,285,605$135.61M0.4%+6.0%1.540%
2/17/2025 Cary Street Partners Financial LLC7,322$772K0.0%N/A0.009%
2/17/2025 Baird Financial Group Inc.57,558$6.07M0.0%+4.7%0.069%
2/17/2025 BIP Wealth LLC20,651$2.18M0.1%+3.1%0.025%
2/17/2025 BNP Paribas Financial Markets31,852$3.36M0.0%+410.0%0.038%
2/17/2025 Ameriprise Financial Inc.913,774$96.39M0.0%+3.9%1.094%
2/14/2025 Kovitz Investment Group Partners LLC28,673$3.02M0.0%-8.7%0.034%
(Data available from 1/1/2016 forward)

SUB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SUB shares?

During the previous two years, 205 institutional investors and hedge funds held shares of iShares Short-Term National Muni Bond ETF. The most heavily invested institutionals were Bank of New York Mellon Corp ($456.90M), TIAA Trust National Association ($330.65M), Captrust Financial Advisors ($135.61M), Ameriprise Financial Inc. ($102.95M), TIAA FSB ($96.91M), JPMorgan Chase & Co. ($70.73M), and Salomon & Ludwin LLC ($61.51M).Learn more on SUB's institutional investors.

Which institutional investors have been buying iShares Short-Term National Muni Bond ETF stock?

Of the 160 institutional investors that purchased iShares Short-Term National Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GAMMA Investing LLC ($10.99M), TIAA Trust National Association ($3.29M), Partners Capital Investment Group LLP ($450.44K), Salomon & Ludwin LLC ($282.26K), Captrust Financial Advisors ($276.29K), Greenleaf Trust ($115.94K), and Nisa Investment Advisors LLC ($106.13K).

How much institutional buying is happening at iShares Short-Term National Muni Bond ETF?

Institutional investors have bought a total of 17,491,838 shares in the last 24 months. This purchase volume represents approximately $1.84B in transactions.

Which iShares Short-Term National Muni Bond ETF major shareholders have been selling company stock?

Of the 128 institutional investors that sold iShares Short-Term National Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of New York Mellon Corp ($5.10M), TIAA Trust National Association ($525.00K), One Capital Management LLC ($378.81K), Partners Capital Investment Group LLP ($237.72K), Waterway Wealth Management LLC ($215.79K), Windham Capital Management LLC ($180.02K), and Column Capital Advisors LLC ($169.37K).

How much institutional selling is happening at iShares Short-Term National Muni Bond ETF?

Institutional investors have sold a total of 8,164,563 shares in the last 24 months. This volume of shares sold represents approximately $853.11M in transactions.


Related Companies

This page (NYSEARCA:SUB) was last updated on 6/11/2025 by MarketBeat.com Staff
From Our Partners
Trump wipes out trillions overnight…
Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out n...
Porter & Company | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
Trump’s Exec Order #14154 could be a “Millionaire-Maker”
Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...
Paradigm Press | Sponsored
An AI run of epic proportions is only getting started
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored
Silicon Valley Gold Rush
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
Elon just did WHAT!?
As you may recall, Biden and the Fed were working on a central bank digital currency, or CBDC. Had they got...
Brownstone Research | Sponsored
Gold is soaring. Here’s how to get paid from it
Gold just broke through $3,300… And while the headlines shout about price targets, something even more powe...
Investors Alley | Sponsored
Get Your Bank Account “Fed Invasion” Ready with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored