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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 %
WPC
301
Wedmont Private Capital
Pennsylvania
$1.69M +$817K +7,786 +93%
HCC
302
Hirtle Callaghan & Co
Pennsylvania
$1.68M -$2.45M – –
IA
303
IAM Advisory
Pennsylvania
$1.67M -$134K -1,265 -7%
WWM
304
Wiser Wealth Management
Georgia
$1.65M -$92.1K -872 -5%
LWM
305
LongView Wealth Management
Georgia
$1.65M +$6.34K +60 +0.4%
PWM
306
Pines Wealth Management
North Carolina
$1.64M -$138K -1,316 -8%
FNWM
307
Financial Network Wealth Management
Utah
$1.62M – – –
GGS
308
Galvin Gaustad & Stein
Arizona
$1.61M -$268K -2,534 -14%
WFAG
309
Wescott Financial Advisory Group
Pennsylvania
$1.61M -$209K -1,977 -11%
AA
310
Advisory Alpha
Michigan
$1.61M +$183K +1,730 +13%
Financial Engines Advisors
311
Financial Engines Advisors
California
$1.61M +$208K +1,967 +15%
AAS
312
Avantax Advisory Services
Texas
$1.6M -$329K -3,115 -17%
AFG
313
Atomi Financial Group
New York
$1.59M +$142K +1,340 +10%
ML
314
McAdam LLC
Pennsylvania
$1.59M -$775K -7,338 -33%
GG
315
Greenwood Gearhart
Arkansas
$1.59M -$637K -6,030 -29%
GS
316
GTS Securities
New York
$1.58M +$1.58M +14,990 New
BF
317
Bonfire Financial
Colorado
$1.58M +$1.58M +14,984 New
GA
318
Greenspring Advisors
Maryland
$1.54M – – –
CCG
319
Cypress Capital Group
Florida
$1.54M -$15.3K -145 -1%
SWM
320
Seaside Wealth Management
California
$1.53M +$78.8K +746 +5%
LKBC
321
L.K. Benson & Company
Maryland
$1.52M -$47.4K -449 -3%
ANBT
322
American National Bank & Trust
Texas
$1.52M +$1.52M +14,350 New
TPA
323
Trivium Point Advisory
Connecticut
$1.5M +$111K +1,050 +8%
MLRA
324
Main Line Retirement Advisors
Montana
$1.5M -$536K -5,074 -26%
CPIG
325
Chicago Partners Investment Group
Illinois
$1.49M -$432K -4,100 -22%
11 12
13
14 15