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

iShares Short-Term National Muni Bond ETF logo
$105.53 -0.09 (-0.09%)
Closing price 11/13/2026 04:10 PM Eastern
Extended Trading
$105.00 -0.53 (-0.50%)
As of 11/13/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
106
Total
Institutional Inflows
(last 12 months)
$573.74M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$105.81M
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SUB Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/12/2026 TIAA CREF Individual & Institutional Services LLC1,537,318$160.71M0.5%+89.1%1.217%
11/12/2026 Whittier Trust Co.3,764$394K0.0%N/A0.003%
11/12/2026 TIAA Trust National Association111,070$11.61M0.7%+81.2%0.088%
11/11/2026 Colonial Trust Co SC5,817$608K0.1%+9.7%0.005%
11/10/2026 Bogart Wealth LLC787$82K0.0%+764.8%0.001%
11/10/2026 Gross & Hartman Investments LLC186,236$19.47M8.4%-33.8%0.147%
11/10/2026 Western Wealth Management LLC4,658$487K0.0%+4.9%0.004%
11/9/2026 White Pine Capital LLC13,674$1.43M0.3%N/A0.011%
11/9/2026 Bessemer Group Inc.13,582$1.42M0.0%N/A0.011%
11/9/2026 Harbour Investments Inc.18,931$1.98M0.0%N/A0.015%
11/6/2026 Citizens & Northern Corp5,929$620K0.1%N/A0.005%
11/6/2026 Fisher Asset Management LLC44,268$4.63M0.0%N/A0.035%
11/5/2026 Confluence Wealth Services Inc.29,732$3.11M0.1%+22.5%0.024%
11/4/2026 Bear Mountain Capital Inc.305,918$32.21M9.0%+8.3%0.244%
11/2/2026 Capital Investment Services of America Inc.5,750$601K0.1%N/A0.005%
10/31/2026 Boston Trust Walden Corp10,773$1.13M0.0%N/A0.009%
10/31/2026 Team Financial Group LLC3,624$379K0.2%-7.7%0.003%
10/30/2026 Hughes Financial Services LLC76,506$8.11M1.0%N/A0.061%
10/29/2026 Salomon & Ludwin LLC739,423$77.30M6.4%+1.7%0.589%
10/29/2026 Greenleaf Trust25,218$2.64M0.0%N/A0.020%
10/28/2026 True Link Financial Advisors LLC13,885$1.45M0.1%+2.6%0.011%
10/28/2026 North Star Investment Management Corp.50,132$5.24M0.3%N/A0.041%
10/27/2026 Evensky & Katz LLC20,104$2.10M0.1%N/A0.016%
10/27/2026 Oakworth Capital Inc.1,113$116K0.0%N/A0.001%
10/24/2026 Morton Brown Family Wealth LLC58,334$6.10M1.4%+5.0%0.047%
10/24/2026 Kingswood Wealth Advisors LLC3,012$315K0.0%N/A0.002%
10/23/2026 Farmers & Merchants Investments Inc.945$99K0.0%N/A0.001%
10/22/2026 OLD Second National Bank of Aurora21,949$2.30M0.5%N/A0.018%
10/22/2026 NBT Bank N.A.7,955$832K0.1%N/A0.007%
10/22/2026 Root Financial Partners LLC65,537$6.85M0.2%+40.8%0.054%
10/22/2026 Pinnacle Bancorp Inc.22,731$2.38M0.6%+1.1%0.019%
10/21/2026 Fifth Third Securities Inc.22,304$2.33M0.1%N/A0.018%
10/21/2026 Nisa Investment Advisors LLC680,590$71.15M0.2%N/A0.564%
10/20/2026 Prime Capital Investment Advisors LLC190,422$19.91M0.2%+26.5%0.158%
10/17/2026 Dynamic Wealth Strategies LLC9,541$997K0.5%-7.7%0.008%
10/17/2026 Weitzel Financial Services Inc.2,677$281K0.1%N/A0.002%
10/13/2026 Steel Grove Capital Advisors LLC4,000$418K0.0%N/A0.003%
10/10/2026 Valley Wealth Managers Inc.286$30K0.0%N/A0.000%
10/9/2026 GAMMA Investing LLC230,745$24.12M0.8%+4.0%0.201%
10/8/2026 Farther Finance Advisors LLC35,479$3.71M0.0%-21.3%0.031%
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10/8/2026 Valeo Financial Advisors LLC2,097$219K0.0%-31.4%0.002%
10/7/2026 First Community Trust NA5,865$613K0.2%N/A0.005%
10/5/2026 Rosenberg Matthew Hamilton20,494$2.14M0.4%+43.1%0.018%
10/5/2026 MassMutual Private Wealth & Trust FSB8,363$874K0.0%N/A0.007%
10/2/2026 Miller Global Investments LLC1,170$122K0.1%N/A0.001%
10/2/2026 CX Institutional599,280$62.65M1.7%+398.2%0.528%
8/28/2026 Cornerstone Financial Management LLC1,090$116K0.1%-26.5%0.001%
8/22/2026 Compass Financial Management LLC1,179$126K0.0%N/A0.001%
8/22/2026 NBH Bank974$104K0.0%N/A0.001%
8/22/2026Rogco LP30,390$3.24M1.0%+1.4%0.028%
8/21/2026Continuum Advisory LLC12,188$1.30M0.1%+2.5%0.011%
8/12/2026 Compass Financial Management LLC1,179$126K0.0%N/A0.001%
8/7/2026 Trust Co. of Vermont3,440$366K0.0%N/A0.003%
7/9/2026 Exchange Bank7,395$787K0.5%-28.6%0.007%
7/9/2026 Valeo Financial Advisors LLC3,057$325K0.0%-6.5%0.003%
7/8/2026 Strategic Investment Solutions Inc. IL1,976$211K0.0%+16.3%0.002%
7/7/2026 GAMMA Investing LLC221,849$23.62M0.9%+23.6%0.208%
7/7/2026 CoreCap Advisors LLC4,723$503K0.0%-5.7%0.004%
7/2/2026 MassMutual Private Wealth & Trust FSB8,664$922K0.0%+1.3%0.008%
7/2/2026 CX Institutional120,284$12.81M0.4%+4,425.4%0.113%
6/23/2026 Ballast Advisors LLC2,949$314K0.1%-4.7%0.003%
6/3/2026 Parallel Advisors LLC12,905$1.37M0.0%-8.0%0.012%
5/19/2026Arkadios Wealth Advisors8,228$876K0.0%+236.9%0.008%
5/18/2026 EverSource Wealth Advisors LLC23,364$2.49M0.1%+36.4%0.022%
5/13/2026 Godshalk Welsh Capital Management Inc.13,050$1.39M0.8%-6.5%0.012%
5/8/2026 HORAN Wealth LLC5,062$540K0.1%+100.0%0.005%
5/7/2026 Parallel Advisors LLC12,905$1.37M0.0%-8.0%0.012%
5/7/2026 Koss Olinger Consulting LLC6,419$684K0.1%-11.9%0.006%
5/7/2026Vision Retirement LLC762$81K0.0%-56.5%0.001%
5/6/2026 Zhang Financial LLC72,582$7.73M0.3%-2.2%0.069%
5/6/2026 Gould Asset Management LLC CA9,770$1.04M0.2%+8.5%0.009%
5/5/2026 Beaumont Financial Advisors LLC4,643$494K0.0%-13.8%0.004%
5/5/2026 Bank of New York Mellon Corp4,932,802$525.34M0.1%-4.2%4.720%
5/5/2026 Ethos Financial Group LLC12,437$1.32M0.1%+38.3%0.012%
5/4/2026 Sfam LLC16,585$1.77M1.6%+2.4%0.016%
4/30/2026 Isthmus Partners LLC3,472$370K0.0%N/A0.003%
4/29/2026 O Domhnaill Enterprises Inc.40,132$4.27M3.4%+425.8%0.039%
4/28/2026 Whittier Trust Co. of Nevada Inc.2,388$254K0.0%-31.5%0.002%
4/28/2026 Whittier Trust Co.6,088$647K0.0%+61.7%0.006%
4/28/2026DGS Capital Management LLC330,165$35.16M5.8%-2.1%0.317%
4/28/2026 Ascentis Independent Advisors10,038$1.07M0.1%N/A0.010%
4/25/2026 Eagle Bay Advisors LLC4,180$445K0.4%+91.7%0.004%
4/24/2026 Root Financial Partners LLC35,327$3.76M0.2%+18.8%0.034%
4/23/2026 North Star Investment Management Corp.32,088$3.42M0.2%+30.3%0.031%
4/22/2026 Hurlow Wealth Management Group Inc.3,217$343K0.1%+18.2%0.003%
4/22/2026 Janney Montgomery Scott LLC122,001$12.99M0.0%+10.2%0.118%
4/21/2026 OLD Second National Bank of Aurora10,476$1.12M0.2%N/A0.010%
4/21/2026 Waterway Wealth Management LLC100,733$10.73M2.0%+2.8%0.098%
4/21/2026 Morton Brown Family Wealth LLC55,101$5.87M1.6%+2.4%0.053%
4/21/2026 Foster & Motley Inc.3,648$389K0.0%-13.1%0.004%
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4/16/2026 First Community Trust NA2,240$239K0.2%-92.7%0.002%
4/15/2026 Nations Financial Group Inc. IA ADV7,399$788K0.0%+9.7%0.007%
3/17/2026 John A. Wolfe & Associates Inc.486,884$51.95M21.9%N/A0.485%
2/24/2026DGS Capital Management LLC337,218$35.98M6.2%+8.0%0.336%
2/23/2026 Monetary Solutions Ltd510$54K0.1%N/A0.001%
2/18/2026NewEdge Advisors LLC82,048$8.76M0.0%+10.5%0.082%
2/17/2026 O Domhnaill Enterprises Inc.7,632$814K0.8%N/A0.008%
2/17/2026Advisory Services Network LLC23,580$2.52M0.0%+26.1%0.023%
2/17/2026 Captrust Financial Advisors1,252,435$133.64M0.3%+2.3%1.247%
2/17/2026 Waterway Wealth Management LLC97,972$10.45M1.9%-9.4%0.098%


SUB Institutional Ownership - Frequently Asked Questions

During the previous two years, 203 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 ($525.34M), Allstate Corp ($165.14M), TIAA CREF Individual & Institutional Services LLC ($160.71M), Captrust Financial Advisors ($133.64M), Ameriprise Financial Inc. ($108.60M), Salomon & Ludwin LLC ($77.30M), and Nisa Investment Advisors LLC ($71.15M).Learn more on iShares Short-Term National Muni Bond ETF's institutional investors.

Of the 171 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 ($11.02M), TIAA Trust National Association ($1.72M), Allstate Corp ($1.53M), Nisa Investment Advisors LLC ($1.22M), Bank of New York Mellon Corp ($982.98K), TIAA CREF Individual & Institutional Services LLC ($724.21K), and CX Institutional ($607.14K).

Institutional investors have bought a total of 5,426,615 shares in the last 24 months. This purchase volume represents approximately $573.74M in transactions.

Of the 48 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 ($376.91K), Captrust Financial Advisors ($193.62K), TIAA Trust National Association ($141.71K), Gross & Hartman Investments LLC ($95.19K), Integrated Wealth Concepts LLC ($48.01K), First Community Trust NA ($28.42K), and Greenleaf Trust ($17.34K).

Institutional investors have sold a total of 994,145 shares in the last 24 months. This volume of shares sold represents approximately $105.81M in transactions.



Institutional ownership data for NYSEARCA:SUB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/12/2026. New 13F filings are added each quarter as they're published.
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