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

iShares Short-Term National Muni Bond ETF logo
$106.29 0.00 (0.00%)
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)
124
Total
Institutional Inflows
(last 12 months)
$823.21M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$362.39M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Beaumont Financial Advisors LLC4,643$494K0.0%-13.8%0.004%
5/5/2026Bank of New York Mellon Corp4,932,802$525.34M0.1%-4.2%4.720%
5/5/2026Ethos 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%
4/28/2026 DGS 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%
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%
3/17/2026John A. Wolfe & Associates Inc.486,884$51.95M21.9%N/A0.485%
2/24/2026 DGS 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%
2/17/2026Captrust 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%
2/17/2026Gould Asset Management LLC CA9,005$961K0.2%+37.2%0.009%
2/16/2026Cornerstone Financial Management LLC1,483$158K0.1%N/A0.001%
2/13/2026C M Bidwell & Associates Ltd.9,262$988K0.5%+2.2%0.009%
2/13/2026Arkadios Wealth Advisors2,442$261K0.0%-5.0%0.002%
2/13/2026Integrated Wealth Concepts LLC32,959$3.52M0.0%-59.3%0.033%
2/12/2026Rossby Financial LCC365$39K0.0%-69.0%0.000%
2/12/2026Cloud Capital Management LLC4,628$492K0.2%N/A0.005%
2/12/2026Godshalk Welsh Capital Management Inc.13,950$1.49M0.9%+2.4%0.014%
2/12/2026 Sfam LLC16,189$1.73M1.6%N/A0.016%
2/12/2026Zevin Asset Management LLC6,541$698K0.1%N/A0.007%
2/12/2026Brown Brothers Harriman & Co.234$25K0.0%N/A0.000%
2/11/2026Jessup Wealth Management Inc1,884$201K0.1%-54.4%0.002%
2/11/2026 Janney Montgomery Scott LLC110,682$11.81M0.0%+21.0%0.110%
2/11/2026North Dallas Bank & Trust Co.34,761$3.71M2.4%N/A0.035%
2/11/2026TIAA Trust National Association1,287,347$137.36M0.3%-9.9%1.282%
2/11/2026JPMorgan Chase & Co.640,659$68.36M0.0%+0.9%0.638%
2/11/2026Parallel Advisors LLC14,020$1.50M0.0%+19.7%0.014%
2/10/2026Private Wealth Asset Management LLC2,806$299K0.0%-14.9%0.003%
2/10/2026Bank of New York Mellon Corp5,146,635$549.15M0.1%-3.1%5.126%
2/10/2026 Root Financial Partners LLC29,743$3.17M0.2%+29.8%0.030%
2/10/2026One Capital Management LLC168,082$17.93M0.5%+5.9%0.167%
2/10/2026Ellevest Inc.159,210$16.99M2.3%+7.0%0.159%
2/10/2026Zhang Financial LLC74,231$7.92M0.3%+3.5%0.074%
2/10/2026Rothschild Investment LLC405$43K0.0%+13,400.0%0.000%
2/9/2026Steel Grove Capital Advisors LLC4,000$427K0.0%+13.0%0.004%
2/9/2026Diversified Portfolios Inc.46,929$5.01M0.4%-22.5%0.047%
2/9/2026Allstate Corp1,547,744$165.14M2.3%+3,158.4%1.542%
2/9/2026Fisher Asset Management LLC44,557$4.75M0.0%-6.6%0.044%
2/6/2026EverSource Wealth Advisors LLC17,132$1.83M0.1%+12.6%0.017%
2/6/2026Burling Wealth Partners LLC2,710$289K0.0%N/A0.003%
2/6/2026Cullen Frost Bankers Inc.4,472$477K0.0%+31.2%0.004%
2/6/2026 Creative Financial Designs Inc. ADV7,606$812K0.1%-23.2%0.008%
2/6/2026Synergy Investment Management LLC5,332$569K0.2%+3.0%0.005%
2/5/2026 TD Private Client Wealth LLC132,212$14.11M0.3%+26.8%0.132%
2/5/2026 Evensky & Katz LLC19,465$2.08M0.1%+10.9%0.019%
2/5/2026RiverFront Investment Group LLC10,111$1.08M0.0%+9.1%0.010%
2/5/2026Compass Financial Group Inc.7,336$783K0.3%+5.9%0.007%
2/5/20261620 Investment Advisors Inc.16,843$1.80M1.2%-2.0%0.017%
2/5/2026Western Wealth Management LLC3,098$331K0.0%+52.2%0.003%
2/4/2026Hirtle Callaghan & Co LLC20,547$2.19M0.1%+20.2%0.021%
2/4/2026 Tsfg LLC4,217$450K0.1%+28.3%0.004%
2/4/2026 Mascoma Wealth Management LLC309$33K0.0%-31.3%0.000%
2/4/2026Dynamic Wealth Strategies LLC10,341$1.10M0.7%-7.8%0.010%
2/3/2026Crestwood Advisors Group LLC508,002$54.20M0.9%+9.9%0.507%
1/30/2026 North Star Investment Management Corp.24,630$2.63M0.2%+994.7%0.025%
1/30/2026 Strategic Blueprint LLC12,646$1.35M0.1%-2.4%0.013%
1/30/2026 Opus Capital Group LLC62,805$6.70M0.7%-5.9%0.063%
1/30/2026Rogco LP26,427$2.82M0.9%+18.7%0.026%
1/29/2026 ST Germain D J Co. Inc.9,741$1.04M0.0%+10.5%0.010%
1/29/2026 Quent Capital LLC94,282$10.06M0.7%+16.7%0.095%
1/29/2026 NBC Securities Inc.2,440$260K0.0%-18.4%0.002%
1/28/2026 Field & Main Bank651$69K0.0%+18.4%0.001%
1/28/2026Quent Long Short Global Small Cap Fund LP94,282$10.06M0.8%N/A0.094%
1/28/2026Confluence Wealth Services Inc.24,242$2.59M0.1%+2.5%0.024%
1/28/2026 Morton Brown Family Wealth LLC53,804$5.74M1.6%-6.8%0.054%
1/28/2026Salomon & Ludwin LLC663,262$70.85M6.3%+4.3%0.665%
1/27/2026Meritage Portfolio Management30,465$3.25M0.2%-6.6%0.031%
1/27/2026 First Horizon Corp3,124$333K0.0%+41.9%0.003%
1/26/2026 Private Trust Co. NA4,081$435K0.0%+237.3%0.004%
1/26/2026 Nations Financial Group Inc. IA ADV6,742$719K0.0%+4.0%0.007%
1/23/2026 Farther Finance Advisors LLC43,158$4.61M0.0%+89.9%0.044%
1/23/2026 Eagle Bay Advisors LLC2,180$233K0.2%N/A0.002%
1/23/2026 Curbstone Financial Management Corp40,260$4.30M0.8%+6.2%0.041%
1/23/2026 Fifth Third Securities Inc.22,788$2.43M0.2%+5.3%0.023%
1/22/2026 Venturi Wealth Management LLC3,206$342K0.0%+14.3%0.003%
1/22/2026Bartlett & CO. Wealth Management LLC3,005$321K0.0%-18.3%0.003%
1/22/2026 Fiduciary Alliance LLC2,028$216K0.0%N/A0.002%
1/21/2026Prime Capital Investment Advisors LLC146,677$15.65M0.2%+3.8%0.148%
1/21/2026 Greenleaf Trust50,241$5.36M0.0%-25.7%0.051%
1/20/2026Ethos Financial Group LLC8,993$960K0.1%-2.5%0.009%
1/20/2026 Princeton Global Asset Management LLC4,990$532K0.1%-2.5%0.005%


SUB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SUB shares?

During the previous two years, 211 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 Trust National Association ($137.36M), Captrust Financial Advisors ($133.64M), Ameriprise Financial Inc. ($108.60M), Nisa Investment Advisors LLC ($72.00M), and Salomon & Ludwin LLC ($70.85M).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 178 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 ($11.00M), TIAA Trust National Association ($2.48M), Allstate Corp ($1.53M), Bank of New York Mellon Corp ($982.98K), Nisa Investment Advisors LLC ($587.10K), John A. Wolfe & Associates Inc. ($486.88K), and Crestwood Advisors Group LLC ($478.44K).

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

Institutional investors have bought a total of 7,740,053 shares in the last 24 months. This purchase volume represents approximately $823.21M in transactions.

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

Of the 69 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: TIAA Trust National Association ($2.12M), Bank of New York Mellon Corp ($376.91K), Captrust Financial Advisors ($193.62K), JPMorgan Chase & Co. ($145.65K), Waterway Wealth Management LLC ($132.05K), Integrated Wealth Concepts LLC ($98.20K), and Heartwood Wealth Advisors LLC ($85.01K).

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

Institutional investors have sold a total of 3,396,537 shares in the last 24 months. This volume of shares sold represents approximately $362.39M in transactions.


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This page (NYSEARCA:SUB) was last updated on 5/5/2026 by MarketBeat.com Staff.
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