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

iShares Short-Term National Muni Bond ETF logo
$105.29 -0.11 (-0.10%)
(As of 03:21 PM ET)
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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)
93
Total
Institutional Inflows
(last 12 months)
$251.64M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$406.00M
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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
12/10/2024 DGS Capital Management LLC292,461$31.06M8.4%+4.6%0.350%
11/18/2024 TD Private Client Wealth LLC31,994$3.40M0.1%+8.3%0.038%
11/15/2024 Continuum Advisory LLC6,960$734K0.1%+32.4%0.008%
11/15/2024 Kovitz Investment Group Partners LLC31,417$3.33M0.0%N/A0.038%
11/15/2024 Integrated Wealth Concepts LLC83,668$8.89M0.1%-7.3%0.100%
11/14/2024 Captrust Financial Advisors1,212,348$128.74M0.4%+6.3%1.452%
11/13/2024 BNP Paribas Financial Markets6,246$663K0.0%-81.7%0.007%
11/13/2024 Private Trust Co. NA1,489$158K0.0%-35.8%0.002%
11/13/2024 Boston Family Office LLC2,232$237K0.0%-20.5%0.003%
11/12/2024 Icon Wealth Advisors LLC8,459$898K0.0%+65.7%0.010%
11/12/2024 Studio Investment Management LLC40,772$4.33M0.9%-1.6%0.049%
11/12/2024 Eagle Asset Management Inc.2,717$287K0.0%N/A0.003%
11/8/2024 First 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%
11/8/2024 BIP Wealth LLC20,030$2.13M0.1%+43.4%0.024%
11/6/2024 Vaughan Nelson Investment Management L.P.6,766$718K0.0%+3.6%0.008%
11/6/2024 Diversified Portfolios Inc.45,721$4.86M0.5%-8.4%0.055%
11/5/2024 Prime Capital Investment Advisors LLC95,511$10.14M0.1%+1.7%0.114%
11/5/2024 Nations Financial Group Inc. IA ADV6,466$687K0.0%+7.1%0.008%
11/4/2024 Meritage Portfolio Management38,701$4.11M0.3%-3.2%0.046%
11/2/2024 Transcendent Capital Group LLC687$73K0.0%+17.4%0.001%
11/1/2024 Sonata Capital Group Inc.5,036$535K0.2%N/A0.006%
10/31/2024 Graypoint LLC5,332$566K0.0%+80.0%0.006%
10/30/2024 Foster & Motley Inc.4,692$498K0.0%-4.3%0.006%
10/30/2024 Crestwood Advisors Group LLC29,566$3.14M0.1%-8.4%0.035%
10/29/2024 Confluence 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%
10/29/2024 Farther Finance Advisors LLC45,170$4.80M0.2%+73.0%0.054%
10/28/2024 Creative Financial Designs Inc. ADV6,500$690K0.1%-7.8%0.008%
10/25/2024 1620 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%
10/25/2024 Strategic Blueprint LLC7,678$815K0.1%+11.3%0.009%
10/24/2024 Nisa Investment Advisors LLC139,545$14.82M0.1%-18.6%0.167%
10/24/2024 Morton Brown Family Wealth LLC64,743$6.88M2.4%-17.9%0.078%
10/24/2024 Salomon & Ludwin LLC549,421$58.45M6.0%+7.4%0.658%
10/24/2024 Arkadios Wealth Advisors1,909$203K0.0%-35.6%0.002%
10/23/2024 Team Financial Group LLC2,116$225K0.1%-15.3%0.003%
10/23/2024 Rogco LP20,465$2.17M0.9%-1.1%0.025%
10/21/2024 Waterway Wealth Management LLC3,945$419K0.2%-57.5%0.005%
10/18/2024ST Germain D J Co. Inc.5,407$574K0.0%+65.3%0.006%
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10/16/2024 Greenup 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%
10/15/2024 NBC 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%
10/9/2024 Rappaport 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%
10/5/2024 Quent 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%
8/30/2024 Strategic Investment Solutions Inc. IL3,443$363K0.1%N/A0.004%
8/16/2024 Sunbelt Securities Inc.1,894$198K0.0%-10.6%0.002%
8/15/2024 Arkos Global Advisors23,873$2.50M0.4%-0.7%0.029%
8/14/2024 Steel 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%
8/13/2024 Godshalk Welsh Capital Management Inc.10,350$1.08M0.7%+1.5%0.012%
8/9/2024 One Capital Management LLC134,660$14.08M0.5%-49.4%0.161%
8/9/2024 Prime Capital Investment Advisors LLC93,896$9.82M0.1%-4.3%0.112%
8/9/2024 Rock Point Advisors LLC7,340$767K0.2%N/A0.009%
8/8/2024 Parallel Advisors LLC8,705$910K0.0%-29.7%0.010%
8/8/2024 Valley Wealth Managers Inc.1,087$114K0.0%-29.5%0.001%
8/7/2024 Studio Investment Management LLC41,422$4.33M1.0%-0.9%0.050%
8/7/2024 Vantage Financial Partners LLC2,264$237K0.1%-37.5%0.003%
8/7/2024 Dorsey & Whitney Trust CO LLC7,190$752K0.1%+4.3%0.009%
8/7/2024 Wedbush Securities Inc.3,556$372K0.0%-16.9%0.004%
8/7/2024 Ashton Thomas Private Wealth LLC1,625$170K0.0%N/A0.002%
8/6/2024 MainStreet Investment Advisors LLC6,063$634K0.1%-40.2%0.007%
8/6/2024 Cullen Frost Bankers Inc.4,162$435K0.0%-57.1%0.005%
8/3/2024 Foster & Motley Inc.4,905$513K0.0%+3.4%0.006%
8/1/2024 TIAA Trust National Association1,823,767$190.68M0.6%+79.5%2.184%
8/1/2024 Crestwood Advisors Group LLC32,290$3.38M0.1%-13.8%0.039%
8/1/2024 Summit Financial LLC9,515$995K0.0%+22.3%0.011%
7/31/2024 Farther Finance Advisors LLC26,115$2.72M0.1%+45.0%0.031%
7/31/2024 Confluence Wealth Services Inc.11,866$1.24M0.1%+11.0%0.014%
7/31/2024 Graypoint LLC2,962$310K0.0%-18.7%0.004%
7/31/2024 IFG Advisory LLC3,240$339K0.0%N/A0.004%
7/31/2024Private Ocean LLC36,852$3.85M0.3%-0.3%0.044%
7/30/2024 Morton Brown Family Wealth LLC78,900$8.29M3.1%-15.1%0.094%
7/29/2024 ARK & TLK Investments LLC16,053$1.68M0.6%+1.3%0.019%
7/29/2024 Nations Financial Group Inc. IA ADV6,040$632K0.1%+45.8%0.007%
7/27/2024 Strategic Blueprint LLC6,901$721K0.0%-6.7%0.008%
7/27/2024 Rosenberg Matthew Hamilton16,544$1.73M0.5%-16.2%0.020%
7/26/2024 Evensky & Katz LLC43,268$4.52M0.3%+50.8%0.052%
7/26/2024 Bank of New York Mellon Corp5,913,571$618.26M0.1%-18.9%7.082%
7/26/2024 Salomon & Ludwin LLC511,790$53.50M6.0%+1.6%0.613%
7/25/2024 Independence Bank of Kentucky925$97K0.0%N/A0.001%
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7/25/2024 Waterway Wealth Management LLC9,292$971K0.5%+151.1%0.011%
7/23/2024 1620 Investment Advisors Inc.22,451$2.35M1.8%+8.3%0.027%
7/23/2024 Exchange Capital Management Inc.24,144$2.52M0.4%-22.2%0.029%
7/23/2024 Diversified Portfolios Inc.49,931$5.22M0.7%-2.6%0.060%
7/20/2024 First Horizon Advisors Inc.5,717$598K0.0%+103.2%0.007%
7/20/2024 Continuum Advisory LLC5,258$550K0.1%-22.2%0.006%
7/20/2024 Nisa Investment Advisors LLC171,440$17.92M0.1%+43.3%0.205%
7/17/2024 Archford Capital Strategies LLC7,653$800K0.1%+5.8%0.009%
7/17/2024 IAG Wealth Partners LLC424$44K0.0%N/A0.001%
7/16/2024 Tsfg LLC2,925$306K0.1%-26.4%0.004%
(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, 210 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), JPMorgan Chase & Co. ($222.92M), TIAA Trust National Association ($190.68M), Captrust Financial Advisors ($128.74M), US Bancorp DE ($121.48M), TIAA FSB ($96.91M), and Ameriprise Financial Inc. ($89.45M).Learn more on SUB's institutional investors.

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

Of the 169 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. ($848.34K), Salomon & Ludwin LLC ($477.66K), CIBC Private Wealth Group LLC ($310.71K), Partners Capital Investment Group LLP ($280.92K), Nisa Investment Advisors LLC ($274.42K), 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 6,854,720 shares in the last 24 months. This purchase volume represents approximately $715.25M in transactions.

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

Of the 130 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 7,987,988 shares in the last 24 months. This volume of shares sold represents approximately $833.04M in transactions.


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This page (NYSEARCA:SUB) was last updated on 12/18/2024 by MarketBeat.com Staff
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