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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 %
AFG
276
Altiora Financial Group
Ohio
$2.07M +$855K +8,038 +70%
CFG
277
Carr Financial Group
Massachusetts
$2.07M +$36.4K +342 +2%
RTL
278
Red Tortoise LLC
Georgia
$2.07M +$1.21M +11,415 +143%
EK
279
Evensky & Katz
Florida
$2.06M -$319K -3,002 -13%
AIA
280
Ally Invest Advisors
North Carolina
$2.03M +$142K +1,331 +7%
1IA
281
1620 Investment Advisors
Massachusetts
$2.02M +$10.6K +100 +0.5%
AF
282
Apexium Financial
Texas
$2.01M -$51.9K -488 -3%
MA
283
McBroom & Associates
Nevada
$1.99M – – –
MF
284
Midwestern Financial
Iowa
$1.98M +$1.98M +18,619 New
PPWP
285
Premier Path Wealth Partners
New Jersey
$1.96M -$178K -1,678 -8%
ASN
286
Advisory Services Network
Georgia
$1.96M +$110K +1,032 +6%
FCA
287
FLC Capital Advisors
California
$1.96M +$90.8K +854 +5%
SIC
288
Sigma Investment Counselors
Michigan
$1.94M -$386K -3,634 -17%
ATI
289
ARK & TLK Investments
Oklahoma
$1.93M +$25.1K +236 +1%
STA
290
Smith Thornton Advisors
Alabama
$1.93M -$279K -2,625 -13%
EWA
291
EverSource Wealth Advisors
Alabama
$1.93M -$38.6K -363 -2%
PSCM
292
Per Stirling Capital Management
Texas
$1.93M +$15K +141 +0.8%
AFG
293
Allegheny Financial Group
Pennsylvania
$1.92M +$66.6K +626 +4%
BGWM
294
Bridge Generations Wealth Management
Florida
$1.92M – – –
P
295
&Partners
Tennessee
$1.92M -$55.5K -522 -3%
BHWM
296
Beaird Harris Wealth Management
Texas
$1.9M -$142K -1,334 -7%
FF
297
Foronjy Financial
California
$1.89M +$1.89M +17,800 New
Bessemer Group
298
Bessemer Group
New Jersey
$1.88M +$78.9K +742 +4%
MA
299
Mutual Advisors
Nebraska
$1.87M +$74.8K +702 +4%
SA
300
Skyline Advisors
Washington
$1.86M +$1.86M +17,496 New
10 11
12
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