921 institutions reported holding $9.37B of iShares ST Muni ETF (SUB) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($1.12B), MERCER GLOBAL ADVISORS INC /ADV ($979.4M), MORGAN STANLEY ($630.1M), Bank of New York Mellon Corp ($525.3M), UBS Group AG ($310.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $1.12B | 10.5M | Added |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $979.4M | 9.2M | Added |
| 3 | MORGAN STANLEY | $630.1M | 5.9M | Added |
| 4 | Bank of New York Mellon Corp | $525.3M | 4.9M | Trimmed |
| 5 | UBS Group AG | $310.4M | 2.9M | Added |
| 6 | Creative Planning | $309.4M | 2.9M | Added |
| 7 | SEI INVESTMENTS CO | $304.6M | 2.9M | Added |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $164.3M | 1.5M | Added |
| 9 | CITIGROUP INC | $154.8M | 1.5M | Added |
| 10 | CAPTRUST FINANCIAL ADVISORS | $138.1M | 1.3M | Added |
| 11 | FRANKLIN RESOURCES INC | $136.4M | 1.3M | Added |
| 12 | AMERIPRISE FINANCIAL INC | $111.7M | 1.0M | Added |
| 13 | ALLSTATE CORP | $111.6M | 1.0M | Trimmed |
| 14 | LPL Financial LLC | $110.5M | 1.0M | Added |
| 15 | Mariner, LLC | $94.1M | 883,807 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $91.7M | 861,391 | Added |
| 17 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $87.1M | 817,913 | New |
| 18 | Robinhood Asset Management, LLC | $80.4M | 755,267 | Trimmed |
| 19 | Salomon & Ludwin, LLC | $76.3M | 711,088 | Added |
| 20 | NISA INVESTMENT ADVISORS, LLC | $72.4M | 679,490 | Added |
| 21 | RAYMOND JAMES FINANCIAL INC | $67.5M | 634,187 | Added |
| 22 | BANK OF MONTREAL /CAN/ | $67.4M | 632,784 | Trimmed |
| 23 | JPMORGAN CHASE & CO | $64.3M | 603,574 | Trimmed |
| 24 | Focus Partners Wealth | $64.0M | 593,545 | Added |
| 25 | Allworth Financial LP | $63.5M | 596,499 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31