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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

841 hedge funds and large institutions have $8.68B invested in iShares Short-Term National Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 350 increasing their positions, 275 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+12
Holders Change %
+1.45%
% of All Funds
11.28%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
85
Increased
350
Reduced
275
Closed
62
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$677M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$553M
3
GC
Grimes & Company
Massachusetts
$58.2M
4
WL
WIT LLC
District of Columbia
$44.5M
5
CAG
Crestwood Advisors Group
Massachusetts
$42.3M

Top Sellers

1
EI
Ellevest Inc
New York
$16.8M
2
TC
TownSquare Capital
Utah
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$66.8M
4
UBS Group
UBS Group
Switzerland
$120M
5
LFG
Larson Financial Group
Missouri
$9.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
UA
251
Unison Advisors
District of Columbia
$2.47M +$532 +5 +0%
PF
252
Penney Financial
Texas
$2.47M +$14K +132 +0.6%
BWM
253
BCO Wealth Management
New Mexico
$2.46M +$245K +2,305 +11%
SPIA
254
Steward Partners Investment Advisory
New York
$2.46M +$24.7K +232 +1%
SHWM
255
Smith & Howard Wealth Management
Georgia
$2.43M -$636K -5,978 -21%
FA
256
FC Advisory
Pennsylvania
$2.42M +$592K +5,569 +32%
MHC
257
May Hill Capital
Massachusetts
$2.37M -$758K -7,125 -24%
SWP
258
Sagespring Wealth Partners
Tennessee
$2.33M +$269K +2,529 +13%
Envestnet Portfolio Solutions
259
Envestnet Portfolio Solutions
Illinois
$2.32M -$635K -5,976 -22%
KL
260
KWMG LLC
Kansas
$2.31M -$482K -4,536 -17%
RL
261
Rogco LP
Oklahoma
$2.3M +$4.36K +41 +0.2%
WCFA
262
Walkner Condon Financial Advisors
Wisconsin
$2.3M -$291K -2,733 -11%
AFG
263
Atomi Financial Group
New York
$2.3M +$692K +6,510 +43%
FTS
264
Fifth Third Securities
Ohio
$2.27M -$14.7K -138 -0.6%
PB
265
Pinnacle Bancorp
Nebraska
$2.26M -$7.13K -67 -0.3%
CWS
266
Confluence Wealth Services
Pennsylvania
$2.26M -$45.1K -424 -2%
ML
267
Mayport LLC
Massachusetts
$2.25M – – –
PS
268
Principal Securities
Iowa
$2.25M +$173K +1,626 +8%
SQA
269
Simon Quick Advisors
New Jersey
$2.2M +$811K +7,623 +58%
AC
270
Allstate Corporation
Illinois
$2.2M +$2.2M +20,644 New
Lazard Asset Management
271
Lazard Asset Management
New York
$2.18M -$2.83M – –
NFP
272
Narus Financial Partners
Utah
$2.14M +$10.5K +99 +0.5%
BF
273
Bonfire Financial
Colorado
$2.13M +$537K +5,053 +34%
AL
274
ADE LLC
Maryland
$2.1M -$502K -4,722 -19%
Pathstone Holdings
275
Pathstone Holdings
New Jersey
$2.1M +$1.07M +10,108 +105%
9 10
11
12 13