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

iShares Short-Term National Muni Bond ETF logo
$105.56 +0.07 (+0.07%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Short-Term National Muni Bond ETF (NYSEARCA:SUB)

Number of
Institutional Buyers
(last 12 months)
110
Total
Institutional Inflows
(last 12 months)
$1.40B
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$388.30M
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SUB Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Cornerstone Investment Partners LLC4,285$452K0.0%-3.3%0.005%
4/30/2025Rock Point Advisors LLC7,345$776K0.2%-1.6%0.009%
4/30/2025MainStreet Investment Advisors LLC7,034$743K0.1%+1.4%0.008%
4/30/2025Rogco LP21,627$2.28M0.9%+5.7%0.026%
4/30/2025Nisa Investment Advisors LLC177,350$18.73M0.1%+14.7%0.212%
4/30/2025Greenleaf Trust105,019$11.09M0.1%-9.4%0.126%
4/30/2025Opus 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%
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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%
2/18/2025BIP 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%
2/17/2025Strive Asset Management LLC6,540$690K0.5%N/A0.008%
2/17/2025Studio Investment Management LLC22,908$2.42M0.5%-43.8%0.027%
2/17/2025MainStreet Investment Advisors LLC6,934$731K0.1%+26.4%0.008%
2/17/2025Lazard Asset Management LLC26,786$2.83M0.0%-2.9%0.032%
2/17/2025Elyxium Wealth LLC2,005$211K0.1%-30.3%0.002%
2/17/2025Evensky & Katz LLC27,428$2.89M0.2%-36.7%0.033%
2/17/2025Colonial Trust Co SC4,777$504K0.1%+18.7%0.006%
2/17/2025Captrust Financial Advisors1,285,605$135.61M0.4%+6.0%1.540%
2/17/2025Cary Street Partners Financial LLC7,322$772K0.0%N/A0.009%
2/17/2025Baird Financial Group Inc.57,558$6.07M0.0%+4.7%0.069%
2/17/2025BIP Wealth LLC20,651$2.18M0.1%+3.1%0.025%
2/17/2025BNP Paribas Financial Markets31,852$3.36M0.0%+410.0%0.038%
2/17/2025Ameriprise Financial Inc.913,774$96.39M0.0%+3.9%1.094%
2/14/2025Kovitz Investment Group Partners LLC28,673$3.02M0.0%-8.7%0.034%
2/14/2025Keyvantage Wealth LLC5,190$547K0.4%N/A0.006%
2/14/2025Integrated Wealth Concepts LLC87,529$9.23M0.1%+4.6%0.105%
2/14/2025 Steel Grove Capital Advisors LLC4,420$466K0.1%-42.1%0.005%
2/13/2025Strategic Investment Solutions Inc. IL4,032$425K0.1%+16.7%0.005%
2/13/2025Greenwood Gearhart Inc.21,067$2.22M0.2%N/A0.025%
2/13/2025United Capital Financial Advisors LLC38,176$4.03M0.0%+14.0%0.046%
2/12/2025Summit Financial LLC14,833$1.57M0.1%+65.5%0.018%
2/12/2025ARK & TLK Investments LLC18,226$1.92M0.7%+1.8%0.022%
2/12/2025Godshalk Welsh Capital Management Inc.13,700$1.45M0.9%+11.4%0.016%
2/12/2025JPMorgan Chase & Co.670,547$70.73M0.0%+10.4%0.803%
2/11/2025TIAA Trust National Association1,738,567$183.38M0.6%-20.7%2.082%
2/11/2025Hirtle Callaghan & Co LLC23,221$2.45M0.1%-11.9%0.028%
2/11/20251620 Investment Advisors Inc.19,260$2.03M1.5%-4.1%0.023%
2/11/2025 TD Private Client Wealth LLC50,171$5.29M0.1%+56.8%0.060%
2/10/2025 Parallel Advisors LLC7,602$802K0.0%-44.1%0.009%
2/10/2025 Creative Financial Designs Inc. ADV10,437$1.10M0.1%+60.6%0.012%
2/10/2025Renasant Bank2,805$296K0.2%-17.6%0.003%
2/10/2025 Farther Finance Advisors LLC24,656$2.60M0.1%-45.4%0.030%
2/10/2025EverSource Wealth Advisors LLC20,376$2.15M0.1%+48.0%0.024%
2/7/2025 VERITY Wealth Advisors2,568$271K0.2%-75.1%0.003%
2/7/2025 NBT Bank N A NY7,955$839K0.1%-3.6%0.010%
2/7/2025Horan Securities Inc.2,148$227K0.1%-9.1%0.003%
2/7/2025Dorsey & Whitney Trust CO LLC6,027$636K0.0%-19.1%0.007%
2/6/2025Ethos Financial Group LLC7,153$754K0.1%+154.2%0.009%
2/6/2025One Capital Management LLC132,529$13.98M0.5%-2.6%0.159%
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2/6/2025Cullen Frost Bankers Inc.4,564$481K0.0%+3.0%0.005%
2/6/2025Cornerstone Investment Partners LLC4,429$467K0.0%+7.9%0.005%
2/6/2025Synergy Investment Management LLC6,248$659K0.3%N/A0.007%
2/5/2025West Michigan Advisors LLC2,383$251K0.1%N/A0.003%
2/5/2025WR Wealth Planners LLC473$50K0.0%-67.4%0.001%
2/5/2025Waterway Wealth Management LLC3,330$351K0.2%-15.6%0.004%
2/5/2025Hilltop Partners LLC8,607$908K0.3%-8.3%0.010%
2/4/2025Exchange Capital Management Inc.12,300$1.30M0.2%-29.8%0.015%
2/4/2025 Bank of New York Mellon Corp4,637,117$489.12M0.1%-10.0%5.553%
2/4/2025Crestwood Advisors Group LLC32,031$3.38M0.1%+8.3%0.038%
(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, 208 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 ($183.38M), Captrust Financial Advisors ($135.61M), US Bancorp DE ($121.48M), TIAA FSB ($96.91M), Ameriprise Financial Inc. ($96.39M), and JPMorgan Chase & Co. ($70.73M).Learn more on SUB's institutional investors.

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

Of the 159 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 ($1.89M), Salomon & Ludwin LLC ($282.26K), Partners Capital Investment Group LLP ($280.92K), 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 15,872,576 shares in the last 24 months. This purchase volume represents approximately $1.67B in transactions.

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

Of the 132 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 ($5.74M), TIAA Trust National Association ($525.00K), One Capital Management LLC ($380.60K), Partners Capital Investment Group LLP ($237.72K), Waterway Wealth Management LLC ($215.79K), Crestwood Advisors Group LLC ($197.36K), and US Bancorp DE ($195.29K).

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

Institutional investors have sold a total of 9,245,879 shares in the last 24 months. This volume of shares sold represents approximately $966.23M in transactions.


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This page (NYSEARCA:SUB) was last updated on 4/30/2025 by MarketBeat.com Staff
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