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

iShares Short-Term National Muni Bond ETF logo
$106.03 +0.15 (+0.14%)
As of 02/21/2025 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)
106
Total
Institutional Inflows
(last 12 months)
$244.70M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$494.02M
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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
2/18/2025 BIP Alliance LLC83,294$8.79M3.7%N/A0.100%
2/18/2025 Novem Group5,771$609K0.1%N/A0.007%
2/17/2025 Strategic Wealth Partners Ltd.10,601$1.12M0.1%+7.3%0.013%
2/17/2025 Strive Asset Management LLC6,540$690K0.5%N/A0.008%
2/17/2025 Studio Investment Management LLC22,908$2.42M0.5%-43.8%0.027%
2/17/2025 MainStreet Investment Advisors LLC6,934$731K0.1%+26.4%0.008%
2/17/2025 Lazard Asset Management LLC26,786$2.83M0.0%-2.9%0.032%
2/17/2025 Elyxium Wealth LLC2,005$211K0.1%-30.3%0.002%
2/17/2025 Evensky & Katz LLC27,428$2.89M0.2%-36.7%0.033%
2/17/2025 Colonial Trust Co SC4,777$504K0.1%+18.7%0.006%
2/17/2025 Captrust Financial Advisors1,285,605$135.61M0.4%+6.0%1.540%
2/17/2025 Cary Street Partners Financial LLC7,322$772K0.0%N/A0.009%
2/17/2025 Baird Financial Group Inc.57,558$6.07M0.0%+4.7%0.069%
2/17/2025 BIP Wealth LLC20,651$2.18M0.1%+3.1%0.025%
2/17/2025 BNP Paribas Financial Markets31,852$3.36M0.0%+410.0%0.038%
2/17/2025 Ameriprise Financial Inc.913,774$96.39M0.0%+3.9%1.094%
2/14/2025 Kovitz Investment Group Partners LLC28,673$3.02M0.0%-8.7%0.034%
2/14/2025 Keyvantage Wealth LLC5,190$547K0.4%N/A0.006%
2/14/2025 Integrated Wealth Concepts LLC87,529$9.23M0.1%+4.6%0.105%
2/14/2025 Steel Grove Capital Advisors LLC4,420$466K0.1%-42.1%0.005%
2/13/2025 Strategic Investment Solutions Inc. IL4,032$425K0.1%+16.7%0.005%
2/13/2025 Greenwood Gearhart Inc.21,067$2.22M0.2%N/A0.025%
2/13/2025 United Capital Financial Advisors LLC38,176$4.03M0.0%+14.0%0.046%
2/12/2025 Summit Financial LLC14,833$1.57M0.1%+65.5%0.018%
2/12/2025 ARK & TLK Investments LLC18,226$1.92M0.7%+1.8%0.022%
2/12/2025 Godshalk Welsh Capital Management Inc.13,700$1.45M0.9%+11.4%0.016%
2/12/2025 JPMorgan Chase & Co.670,547$70.73M0.0%+10.4%0.803%
2/11/2025 TIAA Trust National Association1,738,567$183.38M0.6%-20.7%2.082%
2/11/2025 Hirtle Callaghan & Co LLC23,221$2.45M0.1%-11.9%0.028%
2/11/2025 1620 Investment Advisors Inc.19,260$2.03M1.5%-4.1%0.023%
2/11/2025 TD Private Client Wealth LLC50,171$5.29M0.1%+56.8%0.060%
2/10/2025 Parallel Advisors LLC7,602$802K0.0%-44.1%0.009%
2/10/2025 Creative Financial Designs Inc. ADV10,437$1.10M0.1%+60.6%0.012%
2/10/2025 Renasant Bank2,805$296K0.2%-17.6%0.003%
2/10/2025 Farther Finance Advisors LLC24,656$2.60M0.1%-45.4%0.030%
2/10/2025 EverSource Wealth Advisors LLC20,376$2.15M0.1%+48.0%0.024%
2/7/2025 VERITY Wealth Advisors2,568$271K0.2%-75.1%0.003%
2/7/2025 NBT Bank N A NY7,955$839K0.1%-3.6%0.010%
2/7/2025 Horan Securities Inc.2,148$227K0.1%-9.1%0.003%
2/7/2025 Dorsey & Whitney Trust CO LLC6,027$636K0.0%-19.1%0.007%
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2/6/2025 Ethos Financial Group LLC7,153$754K0.1%+154.2%0.009%
2/6/2025 One Capital Management LLC132,529$13.98M0.5%-2.6%0.159%
2/6/2025 Cullen Frost Bankers Inc.4,564$481K0.0%+3.0%0.005%
2/6/2025 Cornerstone Investment Partners LLC4,429$467K0.0%+7.9%0.005%
2/6/2025 Synergy Investment Management LLC6,248$659K0.3%N/A0.007%
2/5/2025 West Michigan Advisors LLC2,383$251K0.1%N/A0.003%
2/5/2025 WR Wealth Planners LLC473$50K0.0%-67.4%0.001%
2/5/2025 Waterway Wealth Management LLC3,330$351K0.2%-15.6%0.004%
2/5/2025 Hilltop Partners LLC8,607$908K0.3%-8.3%0.010%
2/4/2025 Exchange Capital Management Inc.12,300$1.30M0.2%-29.8%0.015%
2/4/2025 Bank of New York Mellon Corp4,637,117$489.12M0.1%-10.0%5.553%
2/4/2025 Crestwood Advisors Group LLC32,031$3.38M0.1%+8.3%0.038%
2/4/2025 Wealthspire Advisors LLC34,849$3.68M0.0%-16.1%0.042%
2/3/2025 First Horizon Advisors Inc.7,859$829K0.0%+62.9%0.009%
1/31/2025 Bank of Jackson Hole Trust278$29K0.0%N/A0.000%
1/31/2025 Morton Brown Family Wealth LLC59,518$6.28M2.2%-8.1%0.071%
1/31/2025 Valley Wealth Managers Inc.819$86K0.0%-24.7%0.001%
1/31/2025 Partners Capital Investment Group LLP24,372$2.57M0.1%-86.8%0.029%
1/30/2025 Salomon & Ludwin LLC559,642$59.03M6.3%+1.9%0.670%
1/30/2025 White Pine Capital LLC3,730$393K0.1%N/A0.004%
1/29/2025 Prairieview Wealth Partners LLC2,904$306K0.3%-19.4%0.003%
1/29/2025 Diversified Portfolios Inc.48,387$5.10M0.6%+5.8%0.058%
1/29/2025 Sonata Capital Group Inc.5,136$542K0.2%+2.0%0.006%
1/29/2025 Quent Capital LLC89,680$9.46M1.0%+6.5%0.107%
1/29/2025 Collier Financial1,888$199K0.2%N/A0.002%
1/27/2025 Capital Investment Services of America Inc.6,750$712K0.1%+42.1%0.008%
1/27/2025 Meritage Portfolio Management37,383$3.94M0.2%-3.4%0.045%
1/27/2025 Confluence Wealth Services Inc.18,784$1.98M0.1%+4.2%0.022%
1/24/2025 Princeton Global Asset Management LLC5,710$602K0.1%+9.2%0.007%
1/24/2025 Red Tortoise LLC7,421$783K0.4%+29.0%0.009%
1/24/2025 Greenleaf Trust115,944$12.23M0.1%N/A0.139%
1/23/2025 Fifth Third Securities Inc.22,543$2.38M0.2%+6.0%0.027%
1/23/2025 Foster & Motley Inc.4,572$482K0.0%-2.6%0.005%
1/23/2025 Strategic Blueprint LLC6,741$711K0.0%-12.2%0.008%
1/22/2025 Greenup Street Wealth Management LLC25,473$2.69M0.5%-3.3%0.031%
1/21/2025 Archford Capital Strategies LLC8,067$851K0.1%+12.1%0.010%
1/21/2025 DGS Capital Management LLC286,031$30.17M7.6%-2.2%0.343%
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%
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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%
12/26/2024 JPMorgan Chase & Co.607,611$64.52M0.0%+0.9%0.728%
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%
(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, 205 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 ($489.12M), TIAA Trust National Association ($183.38M), Captrust Financial Advisors ($135.61M), US Bancorp DE ($121.48M), TIAA FSB ($96.91M), Ameriprise Financial Inc. ($96.39M), and JPMorgan Chase & Co. ($70.73M).Learn more on SUB's institutional investors.

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

Of the 155 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), Partners Capital Investment Group LLP ($280.92K), Captrust Financial Advisors ($276.29K), Salomon & Ludwin LLC ($271.63K), Greenleaf Trust ($115.94K), BNP Paribas Financial Markets ($93.27K), and Alera Investment Advisors LLC ($86.81K).

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

Institutional investors have bought a total of 4,906,293 shares in the last 24 months. This purchase volume represents approximately $512.90M in transactions.

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

Of the 131 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 ($5.43M), TIAA Trust National Association ($525.00K), One Capital Management LLC ($380.60K), Partners Capital Investment Group LLP ($237.72K), Waterway Wealth Management LLC ($215.79K), Crestwood Advisors Group LLC ($197.36K), and US Bancorp DE ($195.29K).

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

Institutional investors have sold a total of 8,943,073 shares in the last 24 months. This volume of shares sold represents approximately $934.14M in transactions.


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This page (NYSEARCA:SUB) was last updated on 2/22/2025 by MarketBeat.com Staff
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