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

iShares Short-Term National Muni Bond ETF logo
$105.50 +0.20 (+0.19%)
As of 01/17/2025 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)
95
Total
Institutional Inflows
(last 12 months)
$251.97M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$401.55M
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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
1/17/2025 Arkansas Financial Group Inc.166,816$17.60M2.8%+3.3%0.200%
1/17/2025 Avior Wealth Management LLC609$64K0.0%+48.2%0.001%
1/17/2025 Janney Montgomery Scott LLC74,254$7.83M0.0%-4.5%0.089%
1/17/2025 Bartlett & CO. Wealth Management LLC2,170$229K0.0%N/A0.003%
1/17/2025 Park Place Capital Corp4,440$468K0.1%-23.1%0.005%
1/17/2025 Nisa Investment Advisors LLC154,625$16.31M0.1%+10.8%0.185%
1/17/2025 Exchange Bank8,276$873K0.7%+179.1%0.010%
1/16/2025 Zhang Financial LLC65,918$6.95M0.4%+18.8%0.079%
1/16/2025 MassMutual Private Wealth & Trust FSB6,634$700K0.0%-4.3%0.008%
1/14/2025 Pinnacle Bancorp Inc.21,481$2.27M0.7%+0.7%0.026%
1/14/2025 First Community Trust NA66,436$7.01M5.0%+31,536.2%0.080%
1/14/2025 Rosenberg Matthew Hamilton13,735$1.45M0.4%-16.9%0.016%
1/13/2025 AdvisorNet Financial Inc415$44K0.0%N/A0.000%
1/10/2025 Graypoint LLC5,963$629K0.0%+11.8%0.007%
1/10/2025 Heartwood Wealth Advisors LLC94,802$10M1.1%+0.6%0.114%
1/10/2025 ST Germain D J Co. Inc.7,672$809K0.0%+41.9%0.009%
1/10/2025 ORG Partners LLC9,798$1.03M0.1%-1.4%0.012%
1/3/2025 GAMMA Investing LLC81,492$8.60M0.7%+17.0%0.098%
12/26/2024JPMorgan Chase & Co.607,611$64.52M0.0%+0.9%0.728%
12/10/2024DGS Capital Management LLC292,461$31.06M8.4%+4.6%0.350%
11/18/2024TD Private Client Wealth LLC31,994$3.40M0.1%+8.3%0.038%
11/15/2024Continuum Advisory LLC6,960$734K0.1%+32.4%0.008%
11/15/2024Kovitz Investment Group Partners LLC31,417$3.33M0.0%N/A0.038%
11/15/2024Integrated Wealth Concepts LLC83,668$8.89M0.1%-7.3%0.100%
11/14/2024Captrust Financial Advisors1,212,348$128.74M0.4%+6.3%1.452%
11/13/2024BNP Paribas Financial Markets6,246$663K0.0%-81.7%0.007%
11/13/2024Private Trust Co. NA1,489$158K0.0%-35.8%0.002%
11/13/2024Boston Family Office LLC2,232$237K0.0%-20.5%0.003%
11/12/2024Icon Wealth Advisors LLC8,459$898K0.0%+65.7%0.010%
11/12/2024Studio Investment Management LLC40,772$4.33M0.9%-1.6%0.049%
11/12/2024Eagle Asset Management Inc.2,717$287K0.0%N/A0.003%
11/8/2024First Horizon Advisors Inc.4,823$512K0.0%-15.6%0.006%
11/8/2024 Avior Wealth Management LLC411$44K0.0%+1,955.0%0.000%
11/8/2024BIP Wealth LLC20,030$2.13M0.1%+43.4%0.024%
11/6/2024Vaughan Nelson Investment Management L.P.6,766$718K0.0%+3.6%0.008%
11/6/2024Diversified Portfolios Inc.45,721$4.86M0.5%-8.4%0.055%
11/5/2024Prime Capital Investment Advisors LLC95,511$10.14M0.1%+1.7%0.114%
11/5/2024Nations Financial Group Inc. IA ADV6,466$687K0.0%+7.1%0.008%
11/4/2024Meritage Portfolio Management38,701$4.11M0.3%-3.2%0.046%
11/2/2024Transcendent Capital Group LLC687$73K0.0%+17.4%0.001%
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11/1/2024Sonata Capital Group Inc.5,036$535K0.2%N/A0.006%
10/31/2024 Graypoint LLC5,332$566K0.0%+80.0%0.006%
10/30/2024Foster & Motley Inc.4,692$498K0.0%-4.3%0.006%
10/30/2024Crestwood Advisors Group LLC29,566$3.14M0.1%-8.4%0.035%
10/29/2024Confluence Wealth Services Inc.18,035$1.92M0.1%+52.0%0.022%
10/29/2024 Janney Montgomery Scott LLC77,765$8.26M0.0%+289.6%0.093%
10/29/2024Farther Finance Advisors LLC45,170$4.80M0.2%+73.0%0.054%
10/28/2024Creative Financial Designs Inc. ADV6,500$690K0.1%-7.8%0.008%
10/25/20241620 Investment Advisors Inc.20,076$2.13M1.5%-10.6%0.024%
10/25/2024 Hudson Valley Investment Advisors Inc. ADV11,278$1.20M0.1%+56.3%0.014%
10/25/2024Strategic Blueprint LLC7,678$815K0.1%+11.3%0.009%
10/24/2024 Nisa Investment Advisors LLC139,545$14.82M0.1%-18.6%0.167%
10/24/2024Morton Brown Family Wealth LLC64,743$6.88M2.4%-17.9%0.078%
10/24/2024Salomon & Ludwin LLC549,421$58.45M6.0%+7.4%0.658%
10/24/2024 Arkadios Wealth Advisors1,909$203K0.0%-35.6%0.002%
10/23/2024Team Financial Group LLC2,116$225K0.1%-15.3%0.003%
10/23/2024Rogco LP20,465$2.17M0.9%-1.1%0.025%
10/21/2024Waterway Wealth Management LLC3,945$419K0.2%-57.5%0.005%
10/18/2024 ST Germain D J Co. Inc.5,407$574K0.0%+65.3%0.006%
10/16/2024Greenup Street Wealth Management LLC26,336$2.80M0.6%+15.0%0.032%
10/16/2024 Tsfg LLC3,324$353K0.1%+13.6%0.004%
10/15/2024 Zhang Financial LLC55,477$5.89M0.4%-0.8%0.066%
10/15/2024NBC Securities Inc.2,357$250K0.0%+61.1%0.003%
10/11/2024 ORG Partners LLC9,934$1.06M0.2%-24.0%0.012%
10/11/2024 ORG Wealth Partners LLC2,666$283K0.1%N/A0.003%
10/9/2024Rappaport Reiches Capital Management LLC3,884$412K0.1%N/A0.005%
10/9/2024 Pinnacle Bancorp Inc.21,325$2.27M0.6%-1.0%0.026%
10/8/2024 Park Place Capital Corp5,770$613K0.2%-2.8%0.007%
10/8/2024 Heartwood Wealth Advisors LLC94,255$10.01M1.1%+3.5%0.113%
10/7/2024 GAMMA Investing LLC69,642$7.40M0.7%+21.0%0.083%
10/5/2024Quent Capital LLC84,184$8.94M0.9%+7.9%0.101%
10/5/2024 Arkansas Financial Group Inc.161,433$17.14M2.6%+3.0%0.193%
10/2/2024 Massmutual Trust Co. FSB ADV6,934$736K0.0%+22.4%0.008%
8/30/2024Strategic Investment Solutions Inc. IL3,443$363K0.1%N/A0.004%
8/16/2024Sunbelt Securities Inc.1,894$198K0.0%-10.6%0.002%
8/15/2024Arkos Global Advisors23,873$2.50M0.4%-0.7%0.029%
8/14/2024Steel Grove Capital Advisors LLC10,704$1.12M0.2%-33.4%0.013%
8/14/2024 Certified Advisory Corp2,378$249K0.0%+23.9%0.003%
8/13/2024Godshalk Welsh Capital Management Inc.10,350$1.08M0.7%+1.5%0.012%
8/9/2024One Capital Management LLC134,660$14.08M0.5%-49.4%0.161%
8/9/2024Prime Capital Investment Advisors LLC93,896$9.82M0.1%-4.3%0.112%
8/9/2024Rock Point Advisors LLC7,340$767K0.2%N/A0.009%
8/8/2024Parallel Advisors LLC8,705$910K0.0%-29.7%0.010%
8/8/2024Valley Wealth Managers Inc.1,087$114K0.0%-29.5%0.001%
8/7/2024Studio Investment Management LLC41,422$4.33M1.0%-0.9%0.050%
8/7/2024Vantage Financial Partners LLC2,264$237K0.1%-37.5%0.003%
8/7/2024Dorsey & Whitney Trust CO LLC7,190$752K0.1%+4.3%0.009%
8/7/2024Wedbush Securities Inc.3,556$372K0.0%-16.9%0.004%
8/7/2024Ashton Thomas Private Wealth LLC1,625$170K0.0%N/A0.002%
8/6/2024MainStreet Investment Advisors LLC6,063$634K0.1%-40.2%0.007%
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8/6/2024Cullen Frost Bankers Inc.4,162$435K0.0%-57.1%0.005%
8/3/2024Foster & Motley Inc.4,905$513K0.0%+3.4%0.006%
8/1/2024TIAA Trust National Association1,823,767$190.68M0.6%+79.5%2.184%
8/1/2024Crestwood Advisors Group LLC32,290$3.38M0.1%-13.8%0.039%
8/1/2024Summit Financial LLC9,515$995K0.0%+22.3%0.011%
7/31/2024Farther Finance Advisors LLC26,115$2.72M0.1%+45.0%0.031%
7/31/2024Confluence Wealth Services Inc.11,866$1.24M0.1%+11.0%0.014%
7/31/2024 Graypoint LLC2,962$310K0.0%-18.7%0.004%
7/31/2024IFG Advisory LLC3,240$339K0.0%N/A0.004%
7/31/2024Private Ocean LLC36,852$3.85M0.3%-0.3%0.044%
(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 ($618.26M), TIAA Trust National Association ($190.68M), Captrust Financial Advisors ($128.74M), US Bancorp DE ($121.48M), TIAA FSB ($96.91M), Ameriprise Financial Inc. ($89.45M), and JPMorgan Chase & Co. ($64.52M).Learn more on SUB's institutional investors.

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

Of the 166 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: TIAA Trust National Association ($1.89M), JPMorgan Chase & Co. ($853.59K), Salomon & Ludwin LLC ($477.66K), CIBC Private Wealth Group LLC ($310.71K), Nisa Investment Advisors LLC ($289.50K), Partners Capital Investment Group LLP ($280.92K), and Captrust Financial Advisors ($203.03K).

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

Institutional investors have bought a total of 6,890,722 shares in the last 24 months. This purchase volume represents approximately $719.16M in transactions.

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

Of the 129 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 ($4.91M), One Capital Management LLC ($377.11K), Waterway Wealth Management LLC ($215.17K), Crestwood Advisors Group LLC ($197.36K), US Bancorp DE ($195.29K), Column Capital Advisors LLC ($190.77K), and Windham Capital Management LLC ($180.02K).

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

Institutional investors have sold a total of 7,923,209 shares in the last 24 months. This volume of shares sold represents approximately $826.29M in transactions.


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This page (NYSEARCA:SUB) was last updated on 1/20/2025 by MarketBeat.com Staff
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