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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 %
CCG
326
Cypress Capital Group
Florida
$1.63M +$79.8K +750 +5%
AA
327
Advisory Alpha
Michigan
$1.63M +$5.64K +53 +0.3%
MWM
328
McNaughton Wealth Management
California
$1.61M +$181K +1,701 +13%
GG
329
Greenwood Gearhart
Arkansas
$1.6M -$3.94K -37 -0.2%
AFA
330
Avant Financial Advisors
Texas
$1.59M +$105K +992 +7%
AWS
331
Atria Wealth Solutions
New York
$1.59M -$825K -7,761 -34%
MLRA
332
Main Line Retirement Advisors
Montana
$1.59M +$77.8K +732 +5%
MWM
333
Meridian Wealth Management
Kentucky
$1.55M +$294K +2,768 +23%
LKBC
334
L.K. Benson & Company
Maryland
$1.54M +$12.8K +120 +0.8%
CPIG
335
Chicago Partners Investment Group
Illinois
$1.54M +$35.4K +332 +2%
ML
336
McAdam LLC
Pennsylvania
$1.53M -$70.5K -663 -4%
AAS
337
Avantax Advisory Services
Texas
$1.48M -$127K -1,194 -8%
WFAG
338
Wescott Financial Advisory Group
Pennsylvania
$1.48M -$143K -1,343 -9%
RFP
339
Roth Financial Partners
Texas
$1.47M +$421K +3,957 +40%
GWM
340
Geneos Wealth Management
Colorado
$1.47M -$2.24M -21,052 -60%
G
341
GenTrust
Florida
$1.46M -$1.54M -14,474 -51%
PFA
342
Pure Financial Advisors
California
$1.46M +$250K +2,353 +21%
SW
343
SoFi Wealth
California
$1.45M +$229K +2,150 +19%
MCA
344
Maryland Capital Advisors
Maryland
$1.45M +$261K +2,457 +22%
GWCM
345
Godshalk Welsh Capital Management
Pennsylvania
$1.45M -$31.9K -300 -2%
SWM
346
Seaside Wealth Management
California
$1.45M -$96.9K -911 -6%
ANBT
347
American National Bank & Trust
Texas
$1.44M -$85.4K -803 -6%
PA
348
Parallel Advisors
California
$1.44M +$627K +5,900 +78%
TLFA
349
True Link Financial Advisors
California
$1.43M +$36.2K +340 +3%
RIM
350
Rockbridge Investment Management
New York
$1.41M +$532 +5 +0%
12 13
14
15 16