iShares Short-Term NationalSUBETF
13F holders, Q1 2025 (March 31)836holders +2
70new positions
53sold out
2famous investors
$105.59avg. 13F price*
At the end of Q1 2025, 836 institutions reported holding iShares Short-Term National (SUB) in their 13F filings, up 2 from Q4 2024. 70 opened new positions and 53 sold out. The largest holders were Bank of America Corp. ($742.5M), Mercer Global Advisors Inc. ($693.9M) and Envestnet Asset Management Inc. ($556.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Short-Term National
- CUSIP
- 464288158
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $90.6M |
| Exits | 53 | $22.8M |
All 13F filers, Q4 2024 → Q1 2025: 5,649,889 shares bought and 4,502,428 shares sold, net +1,147,461 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 836 holders
| Bank of America Corp. | 0.07% | Reduce -9.7% | 7,030,808 | $742.5M |
| Mercer Global Advisors Inc. | 1.59% | Add +5.1% | 6,571,424 | $693.9M |
| Envestnet Asset Management Inc. | 0.18% | Reduce -15.6% | 5,272,771 | $556.8M |
| Bank of New York Mellon Corp | 0.09% | Reduce -6.7% | 4,326,731 | $456.9M |
| Morgan Stanley | 0.03% | Reduce -5.7% | 3,304,443 | $348.9M |
| Tiaa Trust, National Association | 1.03% | Add +80.1% | 3,131,108 | $330.6M |
| Sei Investments Co. | 0.36% | Reduce -0.7% | 2,659,264 | $280.8M |
| Creative Planning | 0.25% | Add +0.4% | 2,565,673 | $270.9M |
| Captrust Financial Advisors | 0.35% | Add +2.6% | 1,319,670 | $139.4M |
| UBS Group AG | 0.03% | Reduce -9.7% | 1,269,183 | $134.0M |
| Franklin Resources Inc. | 0.04% | Reduce -1.3% | 1,255,762 | $132.6M |
| Citigroup Inc. | 0.08% | Reduce -4.0% | 1,051,792 | $111.1M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +23.8% | 1,003,247 | $105.9M |
| Ameriprise Financial Inc. | 0.03% | Add +6.7% | 974,822 | $102.9M |
| LPL Financial LLC | 0.03% | Reduce -7.8% | 849,763 | $89.7M |
| Mariner, LLC | 0.15% | Add +3.4% | 829,783 | $87.6M |
| JPMorgan Chase & Co. | 0.01% | Add +15.3% | 773,466 | $81.7M |
| Bank of Montreal | 0.04% | Reduce -6.3% | 664,683 | $70.2M |
| Commonwealth Equity Services, LLC | 0.10% | Add +146.5% | 655,325 | $69.2M |
| Salomon & Ludwin, LLC | 6.56% | Add +4.1% | 582,474 | $61.5M |
| Allworth Financial LP | 0.34% | Reduce -2.3% | 578,881 | $61.0M |
| Composition Wealth, LLC | 1.18% | Add +2.5% | 559,172 | $59.0M |
| US Bancorp \de | 0.08% | Reduce -1.5% | 543,047 | $57.3M |
| Ellevest, Inc. | 3.73% | Reduce -10.3% | 530,703 | $56.0M |
| Focus Partners Wealth | 0.14% | Add +51.5% | 512,287 | $54.1M |
| Royal Bank of Canada | 0.01% | Reduce -14.9% | 496,385 | $52.4M |
| Heritage Investment Group, Inc. | 9.25% | Reduce -0.2% | 466,027 | $49.2M |
| Raymond James Financial Inc. | 0.02% | Add +10.1% | 464,178 | $49.0M |
| Cerity Partners LLC | 0.09% | Add +3.7% | 415,891 | $43.9M |
| Wells Fargo & Company | 0.01% | Reduce -19.4% | 403,015 | $42.6M |
| Truepoint, Inc. | 1.13% | Add +2.1% | 393,515 | $41.6M |
| HighTower Advisors, LLC | 0.05% | Add +3.4% | 379,538 | $40.1M |
| Willow Creek Wealth Management Inc. | 3.73% | Add +2.4% | 362,727 | $38.3M |
| Renaissance Technologies | 0.05% | Add +0.5% | 330,000 | $34.8M |
| Stifel Financial Corp. | 0.04% | Add +4.2% | 316,730 | $33.4M |
| Apella Capital, LLC | 1.13% | Add +15.1% | 314,352 | $33.0M |
| DGS Capital Management, LLC | 8.33% | Add +4.8% | 299,640 | $31.6M |
| Old National Bancorp | 0.83% | Add +3.4% | 299,246 | $31.6M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -14.8% | 290,761 | $30.7M |
| Orion Porfolio Solutions, LLC | 0.30% | Add +6.8% | 290,483 | $30.7M |
| Orion Portfolio Solutions, LLC | 0.30% | Add +6.8% | 290,483 | $30.7M |
| Beacon Pointe Advisors, LLC | 0.33% | Add +61.7% | 275,495 | $29.1M |
| Willis Johnson & Associates, Inc. | 2.18% | Add +6.7% | 272,187 | $28.7M |
| Citizens Financial Group Inc. | 0.55% | Reduce -22.9% | 264,766 | $28.0M |
| Cetera Investment Advisers | 0.05% | Reduce -11.4% | 249,883 | $26.4M |
| Ritholtz Wealth Management | 0.79% | Add +10.6% | 249,072 | $26.3M |
| Osaic Holdings, Inc. | 0.06% | Add +6.4% | 248,019 | $26.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -19.7% | 242,451 | $25.6M |
| Rockefeller Capital Management L.P. | 0.06% | Add +34.2% | 242,423 | $25.6M |
| RMR Wealth Builders | 2.66% | Add +2.3% | 239,359 | $25.3M |
| Thrivent Financial for Lutherans | 0.06% | Add +1.8% | 235,869 | $24.9M |
| Cahaba Wealth Management, Inc. | 1.90% | Add +2.5% | 217,655 | $23.0M |
| CIBC Private Wealth Group LLC | 0.05% | Add +1.3% | 211,503 | $22.2M |
| Modera Wealth Management, LLC | 0.29% | Add +1.6% | 204,951 | $21.6M |
| Ascent Group, LLC | 0.89% | Add +1914.5% | 196,209 | $20.7M |
| Partners Capital Investment Group, LLP | 0.35% | Add +695.5% | 193,892 | $20.5M |
| Members Trust Co | 0.69% | Reduce -2.9% | 186,962 | $19.7M |
| LVW Advisors, LLC | 2.36% | Add +172.9% | 185,386 | $19.6M |
| Carnegie Investment Counsel | 0.45% | New | 180,391 | $19.0M |
| Nisa Investment Advisors, LLC | 0.09% | Add +14.7% | 177,350 | $18.7M |
| Legacy Edge Advisors, LLC | 2.92% | Add +1.6% | 177,234 | $18.7M |
| Larson Financial Group LLC | 0.87% | Add +14.4% | 172,650 | $18.2M |
| Arkansas Financial Group, Inc. | 3.13% | Add +3.3% | 172,244 | $18.1M |
| Slow Capital, Inc. | 2.42% | Reduce -3.0% | 171,133 | $18.1M |
| Townsquare Capital LLC | 0.19% | Add +33.1% | 164,800 | $17.4M |
| Alesco Advisors, LLC, An ESL Co | 0.53% | Add +1.9% | 160,391 | $16.9M |
| Comerica Bank | 0.07% | Reduce -1.2% | 158,994 | $16.8M |
| Brown Wealth Management, LLC | 5.77% | Add +37.1% | 158,916 | $16.8M |
| Freestone Capital Holdings, LLC | 0.62% | Add +4.2% | 156,122 | $16.5M |
| Brandywine Oak Private Wealth LLC | 1.52% | Add +1.7% | 146,425 | $15.5M |
| Sequoia Financial Advisors, LLC | 0.11% | Add +32.5% | 140,816 | $14.9M |
| One Capital Management, LLC | 0.50% | Add +4.7% | 138,811 | $14.7M |
| Abundance Wealth Counselors | 2.74% | Add +2.0% | 123,921 | $13.1M |
| MML Investors Services, LLC | 0.04% | Reduce -33.6% | 123,429 | $13.0M |
| Sheets Smith Wealth Management | 1.58% | Reduce -3.8% | 120,320 | $12.7M |
| Kestra Private Wealth Services, LLC | 0.21% | Reduce -0.3% | 119,533 | $12.6M |
| Dakota Wealth Management | 0.30% | Add +13.4% | 119,462 | $12.6M |
| Flputnam Investment Management Co. | 0.23% | Reduce -4.8% | 116,645 | $12.3M |
| Park Avenue Securities LLC | 0.15% | Reduce -1.2% | 115,909 | $12.2M |
| Grove Bank & Trust | 1.55% | Add +2.4% | 109,518 | $11.6M |
| Ackerman Capital Advisors, LLC | 2.99% | Reduce -0.6% | 107,116 | $11.3M |
| TD Capital Management LLC | 1.14% | Add +20.2% | 106,736 | $11.3M |
| Mesirow Financial Investment Management, Inc. | 0.22% | Add +3.5% | 105,808 | $11.2M |
| Prime Capital Investment Advisors, LLC | 0.13% | Add +9.6% | 105,725 | $11.2M |
| Greenleaf Trust | 0.10% | Reduce -9.4% | 105,019 | $11.1M |
| GAMMA Investing LLC | 0.82% | Add +27.5% | 103,880 | $11.0M |
| Oak Harvest Investment Services | 1.49% | Add +10.1% | 101,092 | $10.7M |
| Heartwood Wealth Advisors LLC | 1.19% | Add +4.3% | 98,877 | $10.4M |
| Aaron Wealth Advisors LLC | 1.19% | Reduce -12.1% | 98,631 | $10.4M |
| Alaethes Wealth, LLC | 3.74% | Add +1.7% | 96,628 | $10.2M |
| Corient Private Wealth LP | 0.02% | Reduce -2.2% | 95,357 | $10.1M |
| Quent Capital, LLC | 1.04% | Add +4.3% | 93,573 | $9.9M |
| Country Club Bank | 0.67% | Add +27.9% | 93,621 | $9.9M |
| Jane Street Group, LLC | 0.02% | New | 88,643 | $9.4M |
| MBL Wealth, LLC | 0.93% | Reduce -1.6% | 86,484 | $9.1M |
| Private Advisor Group, LLC | 0.05% | Reduce -5.6% | 86,005 | $9.1M |
| BIP Alliance, LLC | 3.79% | Add +1.8% | 84,806 | $9.0M |
| Partners in Financial Planning | 1.79% | Reduce -0.8% | 84,273 | $8.9M |
| Old Mission Capital LLC | 0.17% | New | 84,045 | $8.9M |
| M&T Bank Corp | 0.03% | Add +20.9% | 79,700 | $8.4M |
"% of holder's portfolio" is SUB's weight in each manager's 13F, not the share of iShares Short-Term National the manager owns.