ISHARES TR

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

SHRT NAT MUN ETF

SUB (ISHARES TR) is held by 110 institutional investors as of Q1 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($1.1B), MERCER GLOBAL ADVISORS INC /ADV ($979.4M), MORGAN STANLEY ($630.1M). Net institutional sentiment: Mixed.

110

Holders

Avg rating(22 Elite)

$6.6B

Total Value

57% (116)

Fund Consensus

63 buying - 47 selling

Smart Money Verdict

View all

61Mixed MomentumConfirmed

Institutional (13F)65

Insider (Form 4)

No data

Activist (13D/13G)50

Congressional (STOCK Act)

No data

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See how SUB's score breaks down across 4 SEC sources

Holder Quality

22

★★★★★

Elite

36

★★★★

Strong

38

★★★

Solid

16

★★

Below

4

★

Weak

Held by 110 funds

22 elite

Who's Trading

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

View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (110)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	10.5M(+26.5%)	$1.1B	0.1%	+2.03%	39
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	9.2M(+8.3%)	$979.4M	1.4%	+5.14%	55
MORGAN STANLEY	Increased	5.9M(+4.3%)	$630.1M	0.0%	+3.32%	33
Bank of New York Mellon Corp	Decreased	4.9M(-4.2%)	$525.3M	0.1%	+7.48%	0
UBS Group AG	Increased	2.9M(+147.2%)	$310.4M	0.0%	+2.75%	50
Creative Planning	Increased	2.9M(+3.3%)	$309.4M	0.2%	+6.94%	38
SEI INVESTMENTS CO	Increased	2.9M(+2.2%)	$304.6M	0.3%	+8.34%	38
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	1.5M(+11.1%)	$164.3M	0.1%	+4.46%	40
CITIGROUP INC	Increased	1.5M(+4.4%)	$154.8M	0.1%	+2.46%	32
CAPTRUST FINANCIAL ADVISORS	Increased	1.3M(+3.5%)	$138.1M	0.2%	+6.10%	37
FRANKLIN RESOURCES INC	Increased	1.3M(+0.9%)	$136.4M	0.0%	+7.94%	30
AMERIPRISE FINANCIAL INC	Increased	1M(+2.2%)	$111.7M	0.0%	+7.52%	31
LPL Financial LLC	Increased	1M(+0.4%)	$110.5M	0.0%	+5.58%	30
Mariner, LLC	Increased	883,807(+1.1%)	$94.1M	0.1%	+7.16%	36
ENVESTNET ASSET MANAGEMENT INC	Increased	861,391(+24.0%)	$91.7M	0.0%	+5.67%	36
NISA INVESTMENT ADVISORS, LLC	Increased	679,490(+0.7%)	$72.4M	0.3%	+1.90%	36
RAYMOND JAMES FINANCIAL INC	Increased	634,187(+21.6%)	$67.5M	0.0%	+2.05%	35
BANK OF MONTREAL /CAN/	Decreased	632,784(-4.5%)	$67.4M	0.0%	+2.99%	0
JPMORGAN CHASE & CO	Decreased	603,574(-5.8%)	$64.3M	0.0%	+3.17%	0
FWFocus Partners Wealth	Increased	593,545(+8.4%)	$64M	0.1%	+3.37%	32

Showing 1-20 of 116

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer