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

iShares Short-Term National Muni Bond ETF logo
$106.60 +0.02 (+0.01%)
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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)
116
Total
Institutional Inflows
(last 12 months)
$1.57B
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$365.02M
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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
7/24/2025Morton Brown Family Wealth LLC59,800$6.36M1.9%-6.8%0.063%
7/24/2025True Link Financial Advisors LLC13,470$1.43M0.1%+2.6%0.014%
7/23/2025 Prime Capital Investment Advisors LLC134,037$14.25M0.2%+26.8%0.142%
7/22/2025 Evensky & Katz LLC19,379$2.06M0.1%-13.4%0.021%
7/22/2025 Red Tortoise LLC19,420$2.07M1.0%+142.6%0.021%
7/22/2025 Confluence Wealth Services Inc.21,211$2.26M0.1%-2.0%0.023%
7/22/2025 Valeo Financial Advisors LLC2,532$269K0.0%N/A0.003%
7/21/2025 Quent Capital LLC81,975$8.72M0.8%-12.4%0.087%
7/21/2025 Ameriflex Group Inc.1,040$110K0.1%N/A0.001%
7/17/2025 Park Place Capital Corp4,055$431K0.1%-8.7%0.004%
7/17/2025 Greenleaf Trust74,966$7.97M0.1%-28.6%0.080%
7/17/2025 Oak Family Advisors LLC5,885$626K0.2%N/A0.006%
7/17/2025 Janney Montgomery Scott LLC90,007$9.57M0.0%+48.2%0.096%
7/17/2025 Fifth Third Securities Inc.21,367$2.27M0.2%-0.6%0.023%
7/16/2025 ORG Partners LLC9,188$981K0.2%-1.6%0.010%
7/16/2025 ST Germain D J Co. Inc.8,543$908K0.0%+11.0%0.009%
7/16/2025 Beaumont Financial Advisors LLC7,285$775K0.1%+4.0%0.008%
7/16/2025 Strategic Investment Solutions Inc. IL1,750$186K0.1%-49.9%0.002%
7/16/2025 American National Bank & Trust13,547$1.44M0.1%-5.6%0.014%
7/15/2025 TD Private Client Wealth LLC88,007$9.36M0.2%+29.8%0.094%
7/15/2025 Financial Management Professionals Inc.844$90K0.0%N/A0.001%
7/14/2025 GAMMA Investing LLC140,610$14.95M0.9%+35.4%0.150%
7/11/2025 Farther Finance Advisors LLC24,545$2.61M0.1%+24.7%0.026%
7/10/2025 Hurlow Wealth Management Group Inc.2,210$235K0.1%N/A0.002%
7/9/2025 Exchange Bank10,435$1.11M0.9%+20.6%0.011%
7/9/2025 MassMutual Private Wealth & Trust FSB8,749$930K0.0%+29.9%0.009%
7/8/2025 Heartwood Wealth Advisors LLC97,864$10.41M1.1%-1.0%0.105%
7/8/2025 Parallel Advisors LLC13,503$1.44M0.0%+77.6%0.014%
7/7/2025 First Community Trust NA2,671$284K0.2%-33.6%0.003%
5/20/2025Strive Asset Management LLC2,613$276K0.2%-60.0%0.003%
5/16/2025NewEdge Advisors LLC56,161$5.93M0.0%+17.1%0.063%
5/16/2025Integrated Wealth Concepts LLC37,339$3.94M0.0%-57.3%0.042%
5/15/2025Baird Financial Group Inc.61,769$6.52M0.0%+7.3%0.069%
5/15/2025OLD Mission Capital LLC84,045$8.88M0.1%N/A0.094%
5/14/2025Ameriprise Financial Inc.974,822$102.95M0.0%+6.7%1.093%
5/14/2025Summit Financial LLC12,664$1.34M0.0%-14.6%0.014%
5/14/2025Flow Traders U.S. LLC24,321$2.57M0.1%N/A0.027%
5/14/2025Partners Capital Investment Group LLP193,892$20.48M0.3%+695.6%0.217%
5/14/2025Colonial Trust Advisors5,020$530K0.0%-4.2%0.006%
5/13/2025Brooklyn Investment Group252$27K0.0%N/A0.000%
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5/13/2025Gen Wealth Partners Inc737$78K0.0%+27.1%0.001%
5/13/2025Nations Financial Group Inc. IA ADV7,518$794K0.1%+17.0%0.008%
5/13/2025EverSource 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%
5/12/2025SouthState Corp3,743$395K0.0%+780.7%0.004%
5/12/2025Pandora Wealth Inc.2,150$227K0.1%N/A0.002%
5/12/2025Hirtle Callaghan & Co LLC15,951$1.68M0.1%-31.3%0.018%
5/9/2025Greykasell Wealth Strategies Inc.280$30K0.0%N/A0.000%
5/9/2025Wealthspire Advisors LLC64,640$6.83M0.0%+85.5%0.077%
5/9/2025West 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%
5/8/2025TIAA Trust National Association3,131,108$330.65M1.0%+80.1%3.750%
5/8/2025Bank of Jackson Hole Trust753$80K0.1%+170.9%0.001%
5/8/2025Foster & Motley Inc.4,210$445K0.0%-7.9%0.005%
5/7/2025Keyvantage Wealth LLC3,313$350K0.2%-36.2%0.004%
5/5/2025Crestwood Advisors Group LLC47,887$5.06M0.1%+49.5%0.057%
5/2/2025 Graypoint LLC7,964$841K0.1%+33.6%0.010%
5/2/2025BIP Alliance LLC84,806$8.96M3.8%+1.8%0.102%
5/2/2025BIP Wealth LLC26,054$2.75M0.2%+26.2%0.031%
5/2/2025Whittier Trust Co. of Nevada Inc.3,646$385K0.0%-10.0%0.004%
5/2/2025Whittier Trust Co.5,059$534K0.0%-20.9%0.006%
5/1/2025Hughes Financial Services LLC447$47K0.0%N/A0.001%
5/1/2025ARK & 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%
4/30/2025Cornerstone 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%
4/30/2025 Rogco LP21,627$2.28M0.9%+5.7%0.026%
4/30/2025Nisa Investment Advisors LLC177,350$18.73M0.1%+14.7%0.212%
4/30/2025 Greenleaf 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%
4/29/2025Bank of New York Mellon Corp4,326,731$456.90M0.1%-6.7%5.182%
4/29/2025Sonata Capital Group Inc.6,186$653K0.3%+20.4%0.007%
4/29/2025Strategic Blueprint LLC7,573$800K0.0%+12.3%0.009%
4/28/2025Meritage Portfolio Management34,255$3.62M0.2%-8.4%0.041%
4/28/2025First Horizon Advisors Inc.7,019$741K0.0%-10.7%0.008%
4/28/2025Private Trust Co. NA693$73K0.0%-53.6%0.001%
4/28/2025 Arlington Trust Co LLC275$29K0.0%N/A0.000%
4/28/2025Fedenia Advisers LLC6,615$699K0.5%-51.2%0.008%
4/28/2025Rossby Financial LCC1,155$122K0.1%N/A0.001%
4/28/2025Salomon & Ludwin LLC582,474$61.51M6.6%+4.1%0.698%
4/25/2025 Red Tortoise LLC8,005$845K0.4%+7.9%0.010%
4/25/2025Morton 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%
4/24/2025Sunbelt Securities Inc.1,829$193K0.0%-5.8%0.002%
4/24/2025Bull Street Advisors LLC10,825$1.14M0.5%-16.2%0.013%
4/24/2025Jaffetilchin Investment Partners LLC2,317$245K0.0%N/A0.003%
4/24/2025 Bartlett & CO. Wealth Management LLC1,380$146K0.0%-36.4%0.002%
4/23/2025Creative Financial Designs Inc. ADV10,917$1.15M0.1%+4.6%0.013%
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4/23/2025 Pinnacle Bancorp Inc.21,304$2.25M0.7%-0.8%0.026%
4/23/2025Bessemer Group Inc.16,954$1.79M0.0%+233.5%0.020%
4/22/2025Diversified Portfolios Inc.47,676$5.04M0.5%-1.5%0.057%
4/21/2025 ORG Partners LLC9,338$986K0.2%-4.7%0.011%
4/21/2025True 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%
4/21/2025Steel 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%
4/15/2025Zhang Financial LLC71,219$7.52M0.4%+8.0%0.086%
(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, 207 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 iShares Short-Term National Muni Bond ETF's institutional investors.

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

Of the 165 institutional investors that purchased iShares Short-Term National Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GAMMA Investing LLC ($11.03M), TIAA Trust National Association ($3.29M), Partners Capital Investment Group LLP ($450.44K), Captrust Financial Advisors ($276.29K), Salomon & Ludwin LLC ($136.49K), 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 14,844,370 shares in the last 24 months. This purchase volume represents approximately $1.57B in transactions.

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

Of the 82 institutional investors that sold iShares Short-Term National Muni Bond ETF's 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 ($2.20M), TIAA Trust National Association ($454.83K), Partners Capital Investment Group LLP ($160.06K), One Capital Management LLC ($135.22K), First Community Trust NA ($63.77K), Integrated Wealth Concepts LLC ($56.74K), and Greenleaf Trust ($40.98K).

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

Institutional investors have sold a total of 3,473,783 shares in the last 24 months. This volume of shares sold represents approximately $365.15M in transactions.


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This page (NYSEARCA:SUB) was last updated on 7/25/2025 by MarketBeat.com Staff
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