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

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$104.57
+0.02 (+0.02%)
(As of 03:20 PM ET)
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Stock AnalysisChartDividendHeadlinesHoldingsOwnership

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

Number of
Institutional Buyers
(last 12 months)
115
Total
Institutional Inflows
(last 12 months)
$388.58M
Number of
Institutional Sellers
(last 12 months)
104
Total
Institutional Outflows
(last 12 months)
$733.36M
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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
4/18/2024Exchange Capital Management Inc.31,047$3.25M0.5%+0.8%0.037%
4/18/2024Park Place Capital Corp6,783$710K0.3%+19.6%0.008%
4/18/2024Fifth Third Securities Inc.22,178$2.32M0.2%-49.7%0.027%
4/18/2024Waterway Wealth Management LLC3,700$387K0.2%-98.3%0.004%
4/17/2024Private Ocean LLC36,971$3.87M0.4%-3.9%0.045%
4/16/2024Tsfg LLC3,972$416K0.1%-4.8%0.005%
4/16/2024Arkansas Financial Group Inc.150,268$15.74M2.8%+4.4%0.181%
4/15/2024DGS Capital Management LLC272,786$28.57M8.1%+10.9%0.329%
4/15/2024GoalVest Advisory LLC2,379$249K0.1%+247.8%0.003%
4/13/2024 Parkside Investments LLC42,500$4.45M0.7%-4.5%0.046%
4/9/2024 Massmutual Trust Co. FSB ADV6,224$652K0.0%-38.6%0.007%
4/8/2024 Evensky & Katz LLC28,696$3.01M0.2%-4.7%0.031%
4/5/2024 GAMMA Investing LLC43,393$4.55M0.9%+7.1%0.047%
4/5/2024 VERITY Wealth Advisors10,328$1.08M0.8%+33.1%0.011%
4/3/2024 Prairieview Wealth Partners LLC27,337$2.86M2.6%+2.0%0.030%
4/2/2024 Heartwood Wealth Advisors LLC89,424$9.37M1.2%-28.7%0.097%
4/2/2024 ST Germain D J Co. Inc.575$60K0.0%+618.8%0.001%
4/2/2024 Symmetry Partners LLC73,686$7.72M0.6%-26.2%0.080%
3/1/2024Transcendent Capital Group LLC530$56K0.0%N/A0.001%
3/1/2024ARK & TLK Investments LLC15,341$1.62M0.5%N/A0.017%
2/23/2024Arkansas Financial Group Inc.143,897$15.17M2.8%+4.7%0.156%
2/20/2024Able Wealth Management LLC3,652$385K0.3%N/A0.004%
2/16/2024Studio Investment Management LLC46,213$4.87M1.2%-5.2%0.050%
2/15/2024Arkos Global Advisors26,274$2.77M0.5%+22.8%0.028%
2/15/2024Wunderlich Capital Managemnt30,359$3.20M1.4%-3.0%0.033%
2/15/2024Hilltop Partners LLC9,574$1.01M0.4%-8.2%0.010%
2/15/2024Mill Creek Capital Advisors LLC4,410$465K0.0%N/A0.005%
2/15/2024OLD Mission Capital LLC2,549$269K0.0%N/A0.003%
2/15/2024Baird Financial Group Inc.36,335$3.83M0.0%-8.0%0.039%
2/15/2024Comerica Bank191,990$20.24M0.1%+4.7%0.208%
2/14/2024Icon Wealth Advisors LLC5,246$553K0.1%N/A0.006%
2/14/2024Connectus Wealth LLC37,774$3.98M0.1%-17.1%0.041%
2/13/2024Fairview Capital Investment Management LLC13,350$1.41M0.1%+8.1%0.014%
2/13/2024Hirtle Callaghan & Co LLC39,892$4.21M0.2%-1.3%0.043%
2/13/2024CIBC Private Wealth Group LLC13,346$1.41M0.0%+289.4%0.014%
2/12/2024Partners Capital Investment Group LLP479,782$50.58M1.1%-13.9%0.520%
2/12/2024Brown Brothers Harriman & Co.4,805$507K0.0%+241.0%0.005%
2/12/2024Parallel Advisors LLC12,477$1.32M0.0%-2.4%0.014%
2/9/2024Nations Financial Group Inc. IA ADV2,645$279K0.0%+27.6%0.003%
2/9/2024Citizens & Northern Corp9,296$980K0.4%N/A0.010%
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2/9/2024Cassady Schiller Wealth Management LLC450$47K0.0%+38.9%0.000%
2/9/2024EverSource Wealth Advisors LLC16,102$1.70M0.2%-5.2%0.017%
2/9/2024MainStreet Investment Advisors LLC10,284$1.08M0.1%-40.3%0.011%
2/8/2024Greenup Street Wealth Management LLC21,557$2.27M0.6%+20.8%0.023%
2/8/2024 American National Bank1,635$172K0.0%N/A0.002%
2/8/2024Haverford Trust Co13,949$1.47M0.0%+2.9%0.015%
2/8/2024FCA Corp TX5,317$561K0.2%-1.8%0.006%
2/8/2024Exchange Capital Management Inc.30,812$3.25M0.6%-0.8%0.033%
2/8/2024 Prairieview Wealth Partners LLC26,789$2.82M2.8%N/A0.029%
2/8/2024Janney Montgomery Scott LLC11,463$1.21M0.0%+122.2%0.012%
2/7/2024One Capital Management LLC246,555$25.99M1.0%-18.0%0.267%
2/7/2024Horan Securities Inc.4,981$525K0.3%-44.1%0.005%
2/7/2024 NBC Securities Inc.1,525$160K0.0%-20.4%0.002%
2/7/2024Valley Wealth Managers Inc.2,359$249K0.0%-12.0%0.003%
2/7/2024BNP Paribas Financial Markets67,660$7.13M0.0%N/A0.073%
2/7/2024Ethos Financial Group LLC2,778$293K0.1%N/A0.003%
2/6/2024Cullen Frost Bankers Inc.17,835$1.88M0.0%+504.0%0.019%
2/6/2024FourThought Financial Partners LLC7,324$772K0.1%-61.0%0.008%
2/6/20249258 Wealth Management LLC2,309$243K0.0%-17.3%0.003%
2/6/2024First Horizon Advisors Inc.3,315$350K0.0%-82.4%0.004%
2/6/2024Rogco LP20,360$2.15M0.9%-2.4%0.022%
2/5/2024Vantage Financial Partners LLC3,721$392K0.1%N/A0.004%
2/5/2024RiverFront Investment Group LLC3,050$322K0.0%-28.9%0.003%
2/2/2024Meritage Portfolio Management48,637$5.13M0.3%-17.0%0.053%
2/2/2024Compass Financial Group Inc.6,483$684K0.4%-69.6%0.007%
2/2/2024BIP Wealth LLC17,901$1.89M0.1%-22.8%0.019%
2/1/2024 GAMMA Investing LLC40,522$4.26M1.2%N/A0.044%
2/1/2024Foster & Motley Inc.4,327$456K0.0%-11.9%0.005%
1/31/2024Hunter Associates Investment Management LLC7,500$791K0.1%+16.3%0.008%
1/31/2024Zhang Financial LLC54,808$5.78M0.5%-10.6%0.059%
1/31/2024Cornerstone Investment Partners LLC3,350$353K0.0%-7.5%0.004%
1/31/2024Red Tortoise LLC4,033$425K0.2%+17.7%0.004%
1/31/2024Opus Capital Group LLC77,400$8.16M1.3%+13.7%0.084%
1/30/2024Avior Wealth Management LLC6,307$665K0.0%+3,793.2%0.007%
1/30/2024DGS Capital Management LLC245,935$25.93M10.0%+4.0%0.266%
1/30/2024Waldron Private Wealth LLC5,018$529K0.0%+19.4%0.005%
1/29/2024Crestwood Advisors Group LLC41,954$4.42M0.1%-20.3%0.045%
1/29/2024Graypoint LLC3,492$368K0.0%+3.2%0.004%
1/29/2024YHB Investment Advisors Inc.7,760$818K0.1%+97.7%0.008%
1/29/2024Baystate Wealth Management LLC2,556$270K0.0%-31.7%0.003%
1/29/2024ORG Partners LLC4,940$521K0.1%-22.8%0.005%
1/29/2024Bull Street Advisors LLC17,545$1.85M0.9%-1.4%0.019%
1/29/2024Morton Brown Family Wealth LLC83,463$8.80M3.9%+12.1%0.090%
1/25/2024Pinnacle Bancorp Inc.21,127$2.23M0.7%+4,894.6%0.023%
1/25/2024Confluence Wealth Services Inc.4,615$487K0.1%N/A0.005%
1/25/2024Strategic Blueprint LLC8,251$870K0.1%-8.2%0.009%
1/25/2024Nisa Investment Advisors LLC81,010$8.54M0.1%-52.5%0.088%
1/25/2024Vaughan Nelson Investment Management L.P.6,531$689K0.0%-1.7%0.007%
1/24/2024Prime Capital Investment Advisors LLC99,963$10.54M0.2%-23.3%0.108%
1/24/2024Park Place Capital Corp5,671$598K0.2%-37.9%0.006%
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1/24/2024Arkadios Wealth Advisors2,984$315K0.0%+9.5%0.003%
1/24/2024Private Trust Co. NA2,657$280K0.0%-60.9%0.003%
1/24/2024Tsfg LLC4,171$440K0.1%N/A0.005%
1/23/2024Alera Investment Advisors LLC104,360$11.00M1.4%+494.7%0.113%
1/23/2024TIAA Trust National Association1,086,142$114.51M0.4%+30.5%1.176%
1/23/2024Private Ocean LLC38,490$4.06M0.4%-16.9%0.042%
1/19/2024Life Planning Partners Inc71,100$7.50M7.4%N/A0.077%
1/19/2024Quent Capital LLC74,268$7.83M1.1%+74.2%0.080%
1/17/2024IFG Advisory LLC5,898$622K0.0%+17.3%0.006%
1/17/2024 Heartwood Wealth Advisors LLC125,347$13.22M1.8%-0.8%0.136%
(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, 265 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 ($832.87M), US Bancorp DE ($121.48M), TIAA Trust National Association ($114.51M), TIAA FSB ($96.91M), Ameriprise Financial Inc. ($89.45M), Captrust Financial Advisors ($83.27M), and JPMorgan Chase & Co. ($65.90M).Learn more on SUB's institutional investors.

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

Of the 223 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: Bank of New York Mellon Corp ($7.22M), JPMorgan Chase & Co. ($1.78M), TIAA Trust National Association ($1.09M), Captrust Financial Advisors ($886.93K), US Bancorp DE ($656.22K), Partners Capital Investment Group LLP ($516.85K), and TIAA FSB ($379.65K).

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

Institutional investors have bought a total of 19,099,490 shares in the last 24 months. This purchase volume represents approximately $1.98B in transactions.

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

Of the 157 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 ($2.42M), JPMorgan Chase & Co. ($2.38M), US Bancorp DE ($650.71K), TIAA FSB ($473.36K), Baird Financial Group Inc. ($340.01K), One Capital Management LLC ($245.38K), and Waterway Wealth Management LLC ($209.82K).

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

Institutional investors have sold a total of 9,352,282 shares in the last 24 months. This volume of shares sold represents approximately $972.97M in transactions.


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This page (NYSEARCA:SUB) was last updated on 4/19/2024 by MarketBeat.com Staff

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