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iShares Short-Term National Muni Bond ETF
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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 %
JPG
276
Jordan Park Group
California
$2.01M -$1.46M -13,827 -42%
1IA
277
1620 Investment Advisors
Massachusetts
$1.99M -$39.6K -375 -2%
MA
278
McBroom & Associates
Nevada
$1.99M +$403K +3,820 +25%
EA
279
Efficient Advisors
Ohio
$1.97M -$270K -2,560 -12%
P
280
&Partners
Tennessee
$1.96M -$729K -6,907 -27%
EWA
281
EverSource Wealth Advisors
Alabama
$1.95M -$197K -1,865 -9%
OGF
282
Orin Green Financial
California
$1.91M +$1.91M +18,214 New
BGWM
283
Bridge Generations Wealth Management
Florida
$1.9M – – –
PSCM
284
Per Stirling Capital Management
Texas
$1.9M +$25.6K +242 +1%
ATI
285
ARK & TLK Investments
Oklahoma
$1.89M -$30.3K -287 -2%
AIA
286
Ally Invest Advisors
North Carolina
$1.88M +$81.9K +776 +5%
AIS
287
Accredited Investor Services
Minnesota
$1.87M +$1.87M +17,686 New
FCA
288
FLC Capital Advisors
California
$1.85M +$155K +1,471 +9%
AFG
289
Allegheny Financial Group
Pennsylvania
$1.84M -$110K -1,045 -6%
ASN
290
Advisory Services Network
Georgia
$1.83M -$4.26M -40,344 -70%
AR
291
Apeiron RIA
Texas
$1.82M -$15.4K -146 -0.8%
FA
292
FC Advisory
Pennsylvania
$1.82M +$188K +1,780 +12%
Bessemer Group
293
Bessemer Group
New Jersey
$1.79M +$1.25M +11,870 +233%
MA
294
Mutual Advisors
Nebraska
$1.78M +$218K +2,068 +14%
GVAG
295
Great Valley Advisor Group
Delaware
$1.78M +$289K +2,738 +19%
SIA
296
Soltis Investment Advisors
Utah
$1.76M -$91.7K -868 -5%
JSW
297
Journey Strategic Wealth
New Jersey
$1.75M -$48.4K -458 -3%
RCAG
298
Rehmann Capital Advisory Group
Michigan
$1.75M -$121K -1,146 -6%
BSB
299
Bangor Savings Bank
Maine
$1.74M +$4.54K +43 +0.3%
SHIM
300
Stone House Investment Management
Pennsylvania
$1.73M +$1.73M +16,425 New
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