SUBISHARES TR SHRT NAT MUN ETF

COM · CUSIP 464288158

Smart Money Ownership

Of the 5 tracked institutions holding SUB, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +6.5pt. It's a gauge of who owns the name, not just how many.

Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →

SUB (ISHARES TR SHRT NAT MUN ETF) Institutional Ownership Summary

Among the 5 tracked institutional investors we monitor, SUB (ISHARES TR SHRT NAT MUN ETF) is held with a combined value of $13.21M across 124,050 shares. The largest holder is Fisher Asset Management, LLC with a position worth $4.47M. 1 fund increased its holdings. 3 funds reduced their position.

Total Institutional Value

$13.21M

Total Shares Held

124,050

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

FMR LLC+4% shares~$91.3K

Biggest Sellers

CITADEL ADVISORS LLC−59% shares~$4.5M BlackRock, Inc.−13% shares~$392.4K Fisher Asset Management, LLC−6% shares~$280.0K

13F Institutional Holders

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Fisher Asset Management, LLC

AQR CAPITAL MANAGEMENT LLC

0.00% of book-

$608.01K

#	Fund	Value↓	Shares	Portfolio %	Change
1	Fisher Asset Management, LLC	$4.47M	41,935	0.00%	-5.9%
2	CITADEL ADVISORS LLC	$3.11M	29,178	0.00%	-59.1%
3	BlackRock, Inc.	$2.54M	23,811	0.00%	-13.4%
4	FMR LLC	$2.49M	23,417	0.00%	+3.8%
5	AQR CAPITAL MANAGEMENT LLC	$608.01K	5,709	0.00%	-

Frequently Asked Questions

Which institutional investors own the most SUB stock?

As of the latest SEC 13F filings, Fisher Asset Management, LLC is the largest institutional holder of SUB with a position worth $4.47M, representing 0.00% of their portfolio. In total, 5 institutional investors hold SUB with a combined value of $13.21M.

What percentage of SUB is owned by institutional investors?

Institutional investors hold $13.21M worth of SUB stock across 5 positions. The largest institutional holder is Fisher Asset Management, LLC with $4.47M in holdings.

What is a 13F filing and why does it matter for SUB?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SUB, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track SUB institutional moves

Get notified when hedge funds change their SUB positions.