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
+$147M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$41.1M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$33.8M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$20.4M
5
AG
Ascent Group
Virginia
+$19.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$103M
2
Bank of America
Bank of America
North Carolina
-$79.9M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$32.8M
4
Morgan Stanley
Morgan Stanley
New York
-$21.1M
5
EP
Essential Planning
New Hampshire
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PF
251
Penney Financial
Texas
$2.44M +$89.2K +845 +4%
SPIA
252
Steward Partners Investment Advisory
New York
$2.42M +$30.2K +286 +1%
AWS
253
Atria Wealth Solutions
New York
$2.4M -$3.87M -36,601 -62%
Kovitz Investment Group Partners
254
Kovitz Investment Group Partners
Illinois
$2.39M -$637K -6,034 -21%
YCG
255
Yeomans Consulting Group
Georgia
$2.38M +$117K +1,106 +5%
EK
256
Evensky & Katz
Florida
$2.36M -$533K -5,047 -18%
SIC
257
Sigma Investment Counselors
Michigan
$2.31M -$397K -3,755 -15%
RL
258
Rogco LP
Oklahoma
$2.28M +$123K +1,163 +6%
CWS
259
Confluence Wealth Services
Pennsylvania
$2.28M +$300K +2,851 +15%
FTS
260
Fifth Third Securities
Ohio
$2.27M -$110K -1,038 -5%
PB
261
Pinnacle Bancorp
Nebraska
$2.25M -$18.7K -177 -0.8%
ML
262
Mayport LLC
Massachusetts
$2.24M – – –
BWM
263
BCO Wealth Management
New Mexico
$2.2M +$283K +2,684 +15%
STA
264
Smith Thornton Advisors
Alabama
$2.2M +$1.45M +13,763 +196%
PPWP
265
Premier Path Wealth Partners
New Jersey
$2.13M +$2.22K +21 +0.1%
NFP
266
Narus Financial Partners
Utah
$2.12M -$367K -3,480 -15%
DWM
267
Dynasty Wealth Management
Florida
$2.11M -$2.51M -23,730 -54%
FT
268
Fiduciary Trust
Massachusetts
$2.1M +$2.11K +20 +0.1%
FFA
269
Farther Finance Advisors
California
$2.08M -$525K -4,973 -20%
PS
270
Principal Securities
Iowa
$2.06M – – –
AF
271
Apexium Financial
Texas
$2.05M -$35.8K -339 -2%
SWP
272
Sagespring Wealth Partners
Tennessee
$2.05M -$2.47M -23,369 -55%
BHWM
273
Beaird Harris Wealth Management
Texas
$2.03M -$164K -1,550 -7%
SAI
274
Savvy Advisors Inc
New York
$2.02M +$244K +2,306 +14%
CFG
275
Carr Financial Group
Massachusetts
$2.02M +$1.27M +12,033 +170%
9 10
11
12 13