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

iShares Short-Term National Muni Bond ETF logo
$107.20 +0.06 (+0.06%)
Closing price 04:00 PM Eastern
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$107.20 +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)
120
Total
Institutional Inflows
(last 12 months)
$1.69B
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$221.23M
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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
8/25/2025Hilltop Partners LLC6,217$661K0.2%-1.5%0.007%
8/20/2025North Dallas Bank & Trust Co.30,561$3.25M2.5%N/A0.032%
8/15/2025Captrust Financial Advisors1,418,214$150.81M0.3%+7.5%1.502%
8/15/2025WFA of San Diego LLC894$95K0.1%N/A0.001%
8/15/2025Lazard Asset Management LLC20,505$2.18M0.0%-23.4%0.022%
8/15/2025BNP Paribas Financial Markets8,748$930K0.0%N/A0.009%
8/15/2025Ameriprise Financial Inc.990,029$105.25M0.0%+1.6%1.049%
8/14/2025NewEdge Advisors LLC64,591$6.87M0.0%+15.0%0.068%
8/14/2025Cary Street Partners Financial LLC7,606$809K0.0%+3.9%0.008%
8/13/2025Baird Financial Group Inc.68,148$7.25M0.0%+10.3%0.072%
8/13/2025EverSource Wealth Advisors LLC18,148$1.93M0.1%-2.0%0.019%
8/13/2025ARK & TLK Investments LLC18,175$1.93M0.6%+1.3%0.019%
8/13/2025Fisher Asset Management LLC44,711$4.76M0.0%N/A0.047%
8/12/2025RiverFront Investment Group LLC7,907$841K0.0%N/A0.008%
8/12/2025White Pine Capital LLC4,065$432K0.1%+12.4%0.004%
8/12/2025JPMorgan Chase & Co.627,813$66.76M0.0%-18.8%0.665%
8/11/2025Wealthspire Advisors LLC97,860$10.41M0.1%+51.4%0.104%
8/11/2025Diversified Portfolios Inc.60,557$6.44M0.6%+27.0%0.064%
8/11/2025MainStreet Investment Advisors LLC9,344$994K0.1%+32.8%0.010%
8/11/2025Synergy Investment Management LLC6,097$648K0.4%-2.0%0.006%
8/11/2025Dorsey & Whitney Trust CO LLC4,290$456K0.0%-27.9%0.005%
8/8/2025City of London Investment Management Co. Ltd.130,304$13.86M1.3%N/A0.138%
8/8/2025Keyvantage Wealth LLC2,685$286K0.1%-19.0%0.003%
8/6/2025Cornerstone Investment Partners LLC3,861$411K0.0%-9.9%0.004%
8/6/2025Ethos Financial Group LLC9,077$965K0.1%+26.9%0.010%
8/6/2025First Horizon Advisors Inc.3,211$342K0.0%-54.3%0.003%
8/5/2025Crestwood Advisors Group LLC397,823$42.30M0.8%+730.8%0.422%
8/5/2025Elyxium Wealth LLC2,535$270K0.1%+32.1%0.003%
8/5/2025Bank of New York Mellon Corp5,197,326$552.68M0.1%+20.1%5.514%
8/5/2025TIAA Trust National Association3,412,277$362.86M0.9%+9.0%3.620%
8/5/2025Gould Asset Management LLC CA6,300$670K0.1%N/A0.007%
8/4/2025Creative Financial Designs Inc. ADV8,677$923K0.1%-20.5%0.009%
8/1/2025Bank of Jackson Hole Trust903$96K0.1%+19.9%0.001%
8/1/2025Zhang Financial LLC70,902$7.54M0.3%-0.4%0.075%
8/1/2025Bessemer Group Inc.17,696$1.88M0.0%+4.4%0.019%
7/31/2025Nisa Investment Advisors LLC200,505$21.32M0.1%+13.1%0.213%
7/31/2025Atlatl Advisers LLC6,416$682K0.3%-3.0%0.007%
7/31/2025BIP Alliance LLC83,457$8.88M3.4%-1.6%0.089%
7/31/2025BIP Wealth LLC39,004$4.15M0.3%+49.7%0.041%
7/31/2025Opus Capital Group LLC67,363$7.16M0.9%-2.8%0.071%
7/30/2025Strategic Blueprint LLC7,457$793K0.0%-1.5%0.008%
7/30/2025Sonata Capital Group Inc.7,736$823K0.3%+25.1%0.008%
7/30/2025Studio Investment Management LLC3,346$356K0.1%-63.7%0.004%
7/30/2025Cullen Frost Bankers Inc.4,939$525K0.0%+8.2%0.005%
7/30/2025Princeton Global Asset Management LLC5,330$567K0.1%-6.7%0.006%
7/29/2025Salomon & Ludwin LLC599,247$63.68M6.3%+2.9%0.636%
7/29/2025Morgan Dempsey Capital Management LLC2,080$221K0.1%N/A0.002%
7/29/2025Curbstone Financial Management Corp37,600$4.00M0.8%+3.7%0.040%
7/29/2025Foster & Motley Inc.3,690$392K0.0%-12.4%0.004%
7/29/2025Private Trust Co. NA1,851$197K0.0%+167.1%0.002%
7/28/2025Rosenberg Matthew Hamilton8,932$950K0.2%-35.0%0.009%
7/28/2025Private Wealth Asset Management LLC2,600$276K0.0%+76.3%0.003%
7/25/2025Meritage Portfolio Management33,036$3.51M0.2%-3.6%0.035%
7/24/2025Morton Brown Family Wealth LLC59,800$6.36M1.9%-6.8%0.063%
7/24/2025True Link Financial Advisors LLC13,470$1.43M0.1%+2.6%0.014%
7/23/2025Prime Capital Investment Advisors LLC134,037$14.25M0.2%+26.8%0.142%
7/22/2025Evensky & Katz LLC19,379$2.06M0.1%-13.4%0.021%
7/22/2025Red Tortoise LLC19,420$2.07M1.0%+142.6%0.021%
7/22/2025Confluence Wealth Services Inc.21,211$2.26M0.1%-2.0%0.023%
7/22/2025Valeo Financial Advisors LLC2,532$269K0.0%N/A0.003%
7/21/2025Quent Capital LLC81,975$8.72M0.8%-12.4%0.087%
7/21/2025Ameriflex Group Inc.1,040$110K0.1%N/A0.001%
7/17/2025Park Place Capital Corp4,055$431K0.1%-8.7%0.004%
7/17/2025Greenleaf Trust74,966$7.97M0.1%-28.6%0.080%
7/17/2025Oak Family Advisors LLC5,885$626K0.2%N/A0.006%
7/17/2025Janney Montgomery Scott LLC90,007$9.57M0.0%+48.2%0.096%
7/17/2025Fifth Third Securities Inc.21,367$2.27M0.2%-0.6%0.023%
7/16/2025ORG Partners LLC9,188$981K0.2%-1.6%0.010%
7/16/2025ST Germain D J Co. Inc.8,543$908K0.0%+11.0%0.009%
7/16/2025Beaumont Financial Advisors LLC7,285$775K0.1%+4.0%0.008%
7/16/2025Strategic Investment Solutions Inc. IL1,750$186K0.1%-49.9%0.002%
7/16/2025American National Bank & Trust13,547$1.44M0.1%-5.6%0.014%
7/15/2025TD Private Client Wealth LLC88,007$9.36M0.2%+29.8%0.094%
7/15/2025Financial Management Professionals Inc.844$90K0.0%N/A0.001%
7/14/2025GAMMA Investing LLC140,610$14.95M0.9%+35.4%0.150%
7/11/2025Farther Finance Advisors LLC24,545$2.61M0.1%+24.7%0.026%
7/10/2025Hurlow Wealth Management Group Inc.2,210$235K0.1%N/A0.002%
7/9/2025Exchange Bank10,435$1.11M0.9%+20.6%0.011%
7/9/2025MassMutual Private Wealth & Trust FSB8,749$930K0.0%+29.9%0.009%
7/8/2025Heartwood Wealth Advisors LLC97,864$10.41M1.1%-1.0%0.105%
7/8/2025Parallel Advisors LLC13,503$1.44M0.0%+77.6%0.014%
7/7/2025First Community Trust NA2,671$284K0.2%-33.6%0.003%
5/20/2025Strive Asset Management LLC2,613$276K0.2%-60.0%0.003%
5/16/2025NewEdge Advisors LLC56,161$5.93M0.0%+17.1%0.063%
5/16/2025Integrated Wealth Concepts LLC37,339$3.94M0.0%-57.3%0.042%
5/15/2025Baird Financial Group Inc.61,769$6.52M0.0%+7.3%0.069%
5/15/2025OLD Mission Capital LLC84,045$8.88M0.1%N/A0.094%
5/14/2025Ameriprise Financial Inc.974,822$102.95M0.0%+6.7%1.093%
5/14/2025Summit Financial LLC12,664$1.34M0.0%-14.6%0.014%
5/14/2025Flow Traders U.S. LLC24,321$2.57M0.1%N/A0.027%
5/14/2025Partners Capital Investment Group LLP193,892$20.48M0.3%+695.6%0.217%
5/14/2025Colonial Trust Advisors5,020$530K0.0%-4.2%0.006%
5/13/2025Brooklyn Investment Group252$27K0.0%N/A0.000%
5/13/2025Gen Wealth Partners Inc737$78K0.0%+27.1%0.001%
5/13/2025Nations Financial Group Inc. IA ADV7,518$794K0.1%+17.0%0.008%
5/13/2025EverSource Wealth Advisors LLC18,511$1.96M0.1%-9.2%0.021%
5/13/2025Evensky & Katz LLC22,381$2.36M0.2%-18.4%0.025%
5/12/2025SouthState Corp3,743$395K0.0%+780.7%0.004%
5/12/2025Pandora Wealth Inc.2,150$227K0.1%N/A0.002%
5/12/2025Hirtle Callaghan & Co LLC15,951$1.68M0.1%-31.3%0.018%
(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, 202 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 ($552.68M), TIAA Trust National Association ($362.86M), Captrust Financial Advisors ($150.81M), Ameriprise Financial Inc. ($105.25M), JPMorgan Chase & Co. ($66.76M), Salomon & Ludwin LLC ($63.68M), and Crestwood Advisors Group LLC ($42.30M).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 166 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 ($11.03M), TIAA Trust National Association ($3.57M), Bank of New York Mellon Corp ($870.60K), Captrust Financial Advisors ($374.83K), Crestwood Advisors Group LLC ($368.26K), Partners Capital Investment Group LLP ($169.52K), and Salomon & Ludwin LLC ($153.26K).

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

Institutional investors have bought a total of 15,957,349 shares in the last 24 months. This purchase volume represents approximately $1.69B in transactions.

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

Of the 79 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 ($828.30K), TIAA Trust National Association ($454.83K), Partners Capital Investment Group LLP ($160.06K), JPMorgan Chase & Co. ($145.65K), First Community Trust NA ($63.77K), Integrated Wealth Concepts LLC ($56.74K), and Greenleaf Trust ($40.98K).

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

Institutional investors have sold a total of 2,094,258 shares in the last 24 months. This volume of shares sold represents approximately $221.23M in transactions.


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This page (NYSEARCA:SUB) was last updated on 9/10/2025 by MarketBeat.com Staff
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