SUB · iShares Short-Term National Muni Bond ETF ETF
$105.89
+0.00 (+0.00%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 11
Total Value: $31,112,446
Total Shares: 292,218
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 11 13F filers · Δ vs Mar 31, 2026Top Holder
28.4%
−20.3 pts
Top 5
85.0%
−15.0 pts
Top 10
99.6%
−0.4 pts
HHI
1,805
Moderately concentrated−2,034
Quarterly Activity
vs Mar 31, 2026
New
8
Increased
1
Decreased
2
Sold Out
2
Unchanged
0
Holder count:
+6
Institutional value:
-3.7%
Shares held:
-3.6%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Advus Financial Partners, LLC | +26 | 19,515 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | −689 | 21,644 | |
| Small Cornerstone Financial Management LLC | −393 | 1,090 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 83,080 | $8,845,527 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. | 59,096 | $6,291,951 | |
| Mega CITADEL ADVISORS LLC | 56,606 | $6,026,840 | |
| Small BROWN, LISLE/CUMMINGS, INC. | 27,927 | $2,973,387 | |
| Mid Strategic Financial Services, Inc. | 11,713 | $1,247,083 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Dakota Wealth Management | 147,820 | $15,742,830 | |
| Large M&T Bank Corp | 112,089 | $11,937,478 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC SUB | $8,845,527 | 28.43% | 83,080 | Shares | 2026-08-27 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. SUB | $6,291,951 | 20.22% | 59,096 | Shares | 2026-08-25 | |
| Mega CITADEL ADVISORS LLC SUB | $6,026,840 | 19.37% | 56,606 | Shares | 2026-09-02 | |
| Small BROWN, LISLE/CUMMINGS, INC. SUB | $2,973,387 | 9.56% | 27,927 | Shares | 2026-09-02 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group SUB | $2,304,436 | 7.41% | 21,644 | Shares | 2026-09-02 | |
| Small Advus Financial Partners, LLC SUB | $2,077,762 | 6.68% | 19,515 | Shares | 2026-08-25 | |
| Mid Strategic Financial Services, Inc. SUB | $1,247,083 | 4.01% | 11,713 | Shares | 2026-08-24 | |
| Mid Parkside Financial Bank & Trust Bank SUB | $618,803 | 1.99% | 5,812 | Shares | 2026-09-04 | |
| Small Second Line Capital, LLC SUB | $340,065 | 1.09% | 3,194 | Shares | 2026-09-02 | |
| Small HORAN Wealth, LLC SUB | $270,540 | 0.87% | 2,541 | Shares | 2026-08-26 | |
| Small Cornerstone Financial Management LLC SUB | $116,052 | 0.37% | 1,090 | Shares | 2026-08-28 |