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Who Owns iShares Short-Term National Muni Bond ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Short-Term National Muni Bond ETF.

Who crossed 5% of SUB →
Managers holding
52
as of 2026-09-30
Reported value
$161.3M
summed across filings
Shares held
1.5M
Added vs trimmed
23 / 21
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Apella Capital, LLCSHRT NAT MUN ETF488.4K shadded$51M
GAMMA Investing LLCETF230.7K shadded$24.1M
Grove Bank & TrustSHRT NAT MUN ETF116.1K shtrimmed$12.1M
Central Pacific Bank - Trust DivisionSHRT NAT MUN ETF93.4K shtrimmed$9.8M
Wedmont Private CapitalSHRT NAT MUN ETF66.3K shadded$6.9M
Baron Financial Group, LLCSHRT NAT MUN ETF40.7K shtrimmed$4.3M
Prosperity Planning, Inc.SHRT NAT MUN ETF37.3K shtrimmed$3.9M
Farther Finance Advisors, LLCETF35.5K shtrimmed$3.7M
Avidian Wealth Enterprises, LLCSHRT NAT MUN ETF32.9K shadded$3.4M
KFA Private Wealth Group, LLCSHRT NAT MUN ETF27.3K shadded$2.9M
Conrad Siegel Investment Advisors, Inc.SHRT NAT MUN ETF27.3K shadded$2.8M
FC Advisory LLCSHRT NAT MUN ETF21.9K shadded$2.3M
Rosenberg Matthew HamiltonETF20.5K shadded$2.1M
McNaughton Wealth Management, LLCSHRT NAT MUN ETF20.1K shadded$2.1M
Factor Wealth Management LTDSHRT NAT MUN ETF17.8K shtrimmed$1.9M
Lake Hills Wealth Management, LLCSHRT NAT MUN ETF17.5K shadded$1.8M
Roth Financial Partners LLCSHRT NAT MUN ETF17.2K shtrimmed$1.8M
Apeiron RIA LLCSHRT NAT MUN ETF17K shadded$1.8M
Bangor Savings BankSHRT NAT MUN ETF16.8K shtrimmed$1.8M
JUNCTURE WEALTH STRATEGIES, LLCSHRT NAT MUN ETF15.3K shtrimmed$1.6M
First Heartland Consultants, Inc.SHRT NAT MUN ETF15K shadded$1.6M
Heartwood Wealth Advisors LLCETF13.9K shheld$1.4M
Roan Capital PartnersSHRT NAT MUN ETF13.3K shtrimmed$1.4M
COLTON GROOME FINANCIAL ADVISORS, LLCSHRT NAT MUN ETF13.2K shadded$1.4M
Galvin, Gaustad & Stein, LLCSHRT NAT MUN ETF12.9K shtrimmed$1.4M
YHB Investment Advisors, Inc.SHRT NAT MUN ETF9K shadded$938.6K
Aletheian Wealth Advisors LLCSHRT NAT MUN ETF8.8K shadded$916K
KWMG, LLCSHRT NAT MUN ETF8.4K shtrimmed$878.2K
MassMutual Private Wealth & Trust, FSBExchange Traded Fund8.4K shtrimmed$874.3K
Gradient Investments LLCSHRT NAT MUN ETF8.2K shtrimmed$858.6K
Everhart Financial Group, Inc.SHRT NAT MUN ETF7.8K shtrimmed$813.9K
Trust CoETF7.8K shadded$813.5K
Legacy Private Trust Co.SHRT NAT MUN ETF7.3K shadded$758.8K
FIRST COMMUNITY TRUST NASHRT NAT MUN ETF5.9K shadded$613.1K
Veery Capital, LLCSHRT NAT MUN ETF5.8K shadded$603.1K
TOMPKINS FINANCIAL CORPSHRT NAT MUN ETF5.2K shtrimmed$544.1K
CoreCap Advisors, LLCETF4.7K shtrimmed$489.3K
COLLECTIVE FAMILY OFFICE LLCSHRT NAT MUN ETF4.3K shtrimmed$451.7K
RIVERSEDGE ADVISORS, LLCSHRT NAT MUN ETF3.6K shadded$372.3K
WALLER FINANCIAL PLANNING GROUP, INCSHRT NAT MUN ETF3.4K shtrimmed$359.9K
Capital Advisors Wealth Management, LLCSHRT NAT MUN ETF3K shadded$309.5K
Venture Visionary Partners LLCSHRT NAT MUN ETF2.9K shtrimmed$302.3K
Nautilus Advisors LLCSHRT NAT MUN ETF2.4K shheld$247.8K
Valeo Financial Advisors, LLCETF2.1K shtrimmed$219.2K
Paladin Partners, LLCETF1.9K shheld$202.3K
Baring Financial LLCSHRT NAT MUN ETF1.9K sh—$200.2K
ARMSTRONG ADVISORY GROUP, INCSHRT NAT MUN ETF763 shheld$79.8K
Pacifica Partners Inc.SHRT NAT MUN ETF625 shheld$65.4K
EASTERN BANKSHRT NAT MUN ETF625 shadded$65.3K
VALLEY WEALTH MANAGERS, INC.ETF286 shadded$29.9K
Frisco Financial Planning LLCExchange Traded Fund210 shheld$22K
Retirement Wealth Solutions LLCSHRT NAT MUN ETF118 shheld$12.4K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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