SUB icon

iShares Short-Term National Muni Bond ETF
SUB

Overview Fund Activity

829 hedge funds and large institutions have $7.78B invested in iShares Short-Term National Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 316 increasing their positions, 306 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
+3
Holders Change %
+0.36%
% of All Funds
11.26%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.3%
New
75
Increased
316
Reduced
306
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$331M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$69.2M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$694M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$106M
5
AG
Ascent Group
Virginia
$20.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$557M
2
Bank of America
Bank of America
North Carolina
$742M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$457M
4
Morgan Stanley
Morgan Stanley
New York
$349M
5
EP
Essential Planning
New Hampshire
$279K
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
226
SteelPeak Wealth
California
$2.94M +$95.5K +904 +3%
Envestnet Portfolio Solutions
227
Envestnet Portfolio Solutions
Illinois
$2.94M -$4.84M -45,815 -62%
HCM
228
Highview Capital Management
Illinois
$2.92M – – –
CFP
229
Cascade Financial Partners
California
$2.9M +$1.05M +9,986 +57%
GSWM
230
Greenup Street Wealth Management
Michigan
$2.89M +$205K +1,940 +8%
OFG
231
Omega Financial Group
California
$2.89M -$44K -417 -1%
TF
232
Tompkins Financial
New York
$2.85M – – –
BlackRock
233
BlackRock
New York
$2.84M -$753K -7,134 -21%
SWA
234
Safir Wealth Advisors
New Hampshire
$2.83M +$550K +5,210 +24%
STFP
235
Signal Tree Financial Partners
Ohio
$2.83M -$46.4K -439 -2%
Lazard Asset Management
236
Lazard Asset Management
New York
$2.83M -$2.83M – –
OIA
237
OneDigital Investment Advisors
Kansas
$2.79M -$142K -1,346 -5%
KL
238
KWMG LLC
Kansas
$2.77M -$134K -1,269 -5%
NGA
239
Naples Global Advisors
Florida
$2.76M +$272K +2,575 +11%
BW
240
BIP Wealth
Georgia
$2.75M +$571K +5,403 +26%
CAM
241
Cresset Asset Management
Illinois
$2.72M +$1.49M +14,088 +120%
PWM
242
Perigon Wealth Management
California
$2.64M -$76.2K -722 -3%
AL
243
ADE LLC
Maryland
$2.58M -$17.6K -167 -0.7%
MCM
244
MAI Capital Management
Ohio
$2.58M -$527K -4,988 -17%
WCFA
245
Walkner Condon Financial Advisors
Wisconsin
$2.57M -$40.1K -380 -2%
FTUS
246
Flow Traders U.S.
New York
$2.57M +$2.57M +24,321 New
RA
247
RFG Advisory
Alabama
$2.52M -$42.6K -403 -2%
SSW
248
Stone Summit Wealth
Florida
$2.49M +$24.9K +236 +1%
UA
249
Unison Advisors
District of Columbia
$2.46M +$317 +3 +0%
AI
250
Atria Investments
North Carolina
$2.44M +$382K +3,619 +19%
8 9
10
11 12