ISHARES SHORT-TERM NATIONAL (SUB) Institutional Shareholders
ISHARES SHORT-TERM NATIONAL (SUB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $9.06B in SUB holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of SUB tracked by InsiderSet, reporting ownership valued at approximately $1.15B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.15B, representing an estimated loss of -0.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed SUB value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Mercer Global Advisors Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES SHORT-TERM NATIONAL (SUB).
This page ranks the largest institutional SUB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
899
Total Reported Value
$9.06B
Largest Holder
Bank Of America Corp
Largest Position
$1.15B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.07% | 10,837,871 | $1,153,908,037 | $1,152,065,687 | -$1,842,350 | -0.16% | |
| Mercer Global Advisors Inc | 1.39% | 10,418,288 | $1,109,235,095 | $1,107,464,014 | -$1,771,081 | -0.16% | |
| Morgan Stanley | 0.03% | 5,576,953 | $593,778,335 | $592,830,104 | -$948,231 | -0.16% | |
| Bank Of New York Mellon Corp | 0.08% | 4,745,689 | $505,273,483 | $504,466,741 | -$806,742 | -0.16% | |
| Ubs Group Ag | 0.05% | 3,083,779 | $328,329,950 | $327,805,708 | -$524,242 | -0.16% | |
| Sei Investments Co | 0.28% | 2,950,954 | $314,188,780 | $313,686,410 | -$502,370 | -0.16% | |
| Citigroup Inc | 0.08% | 1,531,445 | $163,052,918 | $162,792,604 | -$260,315 | -0.16% | |
| Captrust Financial Advisors | 0.23% | 1,388,673 | $147,852,039 | $147,615,940 | -$236,099 | -0.16% | |
| Ameriprise Financial Inc | 0.02% | 1,139,510 | $121,281,469 | $121,129,913 | -$151,556 | -0.12% | |
| Legacy Edge Advisors, Llc | 2.67% | 1,038,280 | $109,577,665 | $110,369,164 | +$791,499 | +0.72% | |
| Lpl Financial Llc | 0.02% | 1,024,779 | $109,108,217 | $108,934,008 | -$174,209 | -0.16% | |
| Goldman Sachs Group Inc | 0.01% | 953,664 | $101,536,594 | $101,374,483 | -$162,111 | -0.16% | |
| Robinhood Asset Management, Llc | 5.13% | 901,267 | $95,957,914 | $95,804,682 | -$153,232 | -0.16% | |
| Envestnet Asset Management Inc | 0.02% | 856,767 | $91,217,133 | $91,074,332 | -$142,801 | -0.16% | |
| Mariner, Llc | 0.10% | 850,660 | $90,569,782 | $90,425,158 | -$144,624 | -0.16% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.30% | 813,111 | $86,571,928 | $86,433,699 | -$138,229 | -0.16% | |
| Focus Partners Wealth | 0.08% | 751,428 | $80,004,621 | $79,876,796 | -$127,825 | -0.16% | |
| Raymond James Financial Inc | 0.02% | 742,589 | $79,063,431 | $78,937,211 | -$126,220 | -0.16% | |
| Salomon & Ludwin, Llc | 6.36% | 726,711 | $77,317,749 | $77,249,379 | -$68,370 | -0.09% | |
| Nisa Investment Advisors, Llc | 0.22% | 675,290 | $71,898,126 | $71,783,327 | -$114,799 | -0.16% | |
| Bank Of Montreal | 0.02% | 624,527 | $66,493,390 | $66,387,220 | -$106,170 | -0.16% | |
| Royal Bank Of Canada | 0.01% | 590,539 | $62,874,000 | $62,774,296 | -$99,704 | -0.16% | |
| Jpmorgan Chase & Co | 0.00% | 567,623 | $60,446,287 | $60,338,325 | -$107,962 | -0.18% | |
| Heritage Investment Group, Inc. | 7.89% | 551,509 | $58,719,134 | $58,625,407 | -$93,727 | -0.16% | |
| Allworth Financial Lp | 0.24% | 528,122 | $56,229,127 | $56,139,369 | -$89,758 | -0.16% | |
| Commonwealth Equity Services, Llc | 0.07% | 526,793 | $56,087,689 | $55,998,096 | -$89,593 | -0.16% | |
| Cerity Partners Llc | 0.06% | 492,533 | $52,439,823 | $52,356,258 | -$83,565 | -0.16% | |
| Truepoint, Inc. | 1.02% | 460,655 | $49,045,892 | $48,967,627 | -$78,266 | -0.16% | |
| Us Bancorp \De\ | 0.05% | 453,380 | $48,271,368 | $48,194,294 | -$77,074 | -0.16% | |
| Wells Fargo & Company/Mn | 0.01% | 443,202 | $47,187,674 | $47,112,373 | -$75,301 | -0.16% | |
| Hightower Advisors, Llc | 0.04% | 433,650 | $46,170,673 | $46,096,995 | -$73,678 | -0.16% | |
| Orion Porfolio Solutions, Llc | 0.34% | 422,365 | $44,969,222 | $44,897,400 | -$71,823 | -0.16% | |
| Wit, Llc | 0.71% | 418,588 | $44,567,064 | $44,495,904 | -$71,160 | -0.16% | |
| Apella Capital, Llc | 0.62% | 415,416 | $44,150,369 | $44,158,721 | +$8,352 | +0.02% | |
| Crestwood Advisors Group, Llc | 0.63% | 396,595 | $42,225,498 | $42,158,049 | -$67,450 | -0.16% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.01% | 372,808 | $39,704,052 | $39,629,490 | -$74,562 | -0.19% | |
| Stifel Financial Corp | 0.03% | 359,789 | $38,306,180 | $38,245,571 | -$60,609 | -0.16% | |
| Cetera Investment Advisers | 0.03% | 351,387 | $37,412,258 | $37,352,438 | -$59,820 | -0.16% | |
| Beacon Pointe Advisors, Llc | 0.17% | 343,233 | $36,544,032 | $36,485,668 | -$58,364 | -0.16% | |
| Tiaa Wealth Investment Management Llc | 0.24% | 339,158 | $36,110,215 | $36,052,495 | -$57,720 | -0.16% | |
| Ep Wealth Advisors, Llc | 0.14% | 338,887 | $36,081,285 | $36,023,688 | -$57,597 | -0.16% | |
| Citizens Financial Group Inc/Ri | 0.43% | 337,842 | $35,970,091 | $35,912,605 | -$57,486 | -0.16% | |
| Dgs Capital Management, Llc | 5.79% | 330,165 | $35,162,527 | $35,096,540 | -$65,988 | -0.19% | |
| Merit Financial Group, Llc | 0.21% | 323,060 | $34,396,238 | $34,341,278 | -$54,960 | -0.16% | |
| Rmr Wealth Builders | 2.07% | 313,220 | $33,348,535 | $33,295,286 | -$53,249 | -0.16% | |
| Rockefeller Capital Management L.P. | 0.05% | 310,995 | $33,111,701 | $33,058,769 | -$52,933 | -0.16% | |
| Willis Johnson & Associates, Inc. | 1.72% | 290,740 | $30,955,042 | $30,905,662 | -$49,380 | -0.16% | |
| Modera Wealth Management, Llc | 0.33% | 288,254 | $30,690,388 | $30,641,400 | -$48,988 | -0.16% | |
| Bear Mountain Capital, Inc. | 8.69% | 282,429 | $30,008,122 | $30,022,203 | +$14,081 | +0.05% | |
| Gross & Hartman Investments Llc | 13.23% | 281,424 | $29,963,162 | $29,915,371 | -$47,791 | -0.16% |
Frequently asked questions about SUB
Who owns the most SUB stock?
The largest holders of SUB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES SHORT-TERM NATIONAL (SUB).
Is SUB widely held by superinvestors?
Many widely followed stocks like SUB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SUB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.