ISHARES SHORT-TERM NATIONAL

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SUB·464288158·US·ETF·Unknown - Unknown-13D/G

SUB (ISHARES SHORT-TERM NATIONAL) is held by 113 institutional investors as of Q2 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($1.2B), MERCER GLOBAL ADVISORS INC /ADV ($1.1B), MORGAN STANLEY ($593.8M). Net institutional sentiment: Mixed.

113

Holders

(19 Elite)

$6.9B

Total Value

62% (107)

Consensus

66 buying - 41 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)32

Insider (Form 4)42

Activist (13D/13G)33

Congressional (STOCK Act)70

Holder Quality

41

★★★★★

Elite

69

★★★★

Strong

49

★★★

Solid

87

★★

Below

38

★

Weak

Held by 113 funds

19 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists Apr 28, 2026 · Congress none

ActivistBank of New York Mellon Corp4.8%Apr 28, 2026

View all activist filings

Top Holders

Top Holders (113)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	10.8M(+2.9%)	$1.2B	0.1%	+3.54%	33
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	10.4M(+13.3%)	$1.1B	1.4%	+5.95%	57
MORGAN STANLEY	Decreased	5.6M(-5.7%)	$593.8M	0.0%	+4.89%	0
Bank of New York Mellon Corp	Decreased	4.7M(-3.8%)	$505.3M	0.1%	+9.09%	0
UBS Group AG	Increased	3.1M(+5.8%)	$328.3M	0.0%	+4.17%	33
Creative Planning	Increased	3M(+1.7%)	$314.6M	0.2%	+8.43%	38
SEI INVESTMENTS CO	Increased	3M(+3.2%)	$314.2M	0.3%	+9.62%	38
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	1.6M(+0.6%)	$165.2M	0.1%	+5.96%	30
CITIGROUP INC	Increased	1.5M(+5.3%)	$163.1M	0.1%	+3.85%	32
CAPTRUST FINANCIAL ADVISORS	Increased	1.4M(+7.1%)	$147.9M	0.2%	+7.20%	39
FRANKLIN RESOURCES INC	Decreased	1.2M(-4.4%)	$130.4M	0.0%	+9.60%	0
AMERIPRISE FINANCIAL INC	Increased	1.1M(+8.7%)	$121.3M	0.0%	+8.39%	33
LPL Financial LLC	Decreased	1M(-1.2%)	$109.1M	0.0%	+7.17%	0
GOLDMAN SACHS GROUP INC	Increased	953,664(+135.8%)	$101.5M	0.0%	+1.73%	48
ENVESTNET ASSET MANAGEMENT INC	Decreased	856,767(-0.5%)	$91.2M	0.0%	+7.29%	0
Mariner, LLC	Decreased	850,660(-3.8%)	$90.6M	0.1%	+8.76%	0
FWFocus Partners Wealth	Increased	751,428(+26.6%)	$80M	0.1%	+3.92%	37
RAYMOND JAMES FINANCIAL INC	Increased	742,589(+17.1%)	$79.1M	0.0%	+3.14%	35
NISA INVESTMENT ADVISORS, LLC	Decreased	675,290(-0.6%)	$71.9M	0.2%	+3.43%	0
BANK OF MONTREAL /CAN/	Decreased	624,527(-1.3%)	$66.5M	0.0%	+4.58%	0

Showing 1-20 of 114

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer