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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 %
BFP
326
Brewster Financial Planning
New York
$1.49M +$421K +3,991 +39%
AFA
327
Avant Financial Advisors
Texas
$1.48M +$53.3K +505 +4%
GWCM
328
Godshalk Welsh Capital Management
Pennsylvania
$1.47M +$23.8K +225 +2%
MHR
329
Matthew Hamilton Rosenberg
$1.45M – – –
WB
330
Webster Bank
Connecticut
$1.45M – – –
NL
331
NWAM LLC
Washington
$1.43M -$106K -1,002 -7%
Natixis Advisors
332
Natixis Advisors
Massachusetts
$1.42M +$1.42M +13,486 New
MWM
333
McNaughton Wealth Management
California
$1.42M +$10.2K +97 +0.7%
DT
334
Diversified Trust
Tennessee
$1.42M +$1.42M +13,476 New
HI
335
Human Investing
Oregon
$1.4M +$54.5K +516 +4%
QCM
336
Quantinno Capital Management
New York
$1.4M +$1.4M +13,268 New
RIM
337
Rockbridge Investment Management
New York
$1.4M +$18.2K +172 +1%
ACA
338
Aptus Capital Advisors
Alabama
$1.4M -$1.23M -11,628 -47%
PL
339
Plancorp LLC
Missouri
$1.4M +$3.7K +35 +0.3%
BMCM
340
Bryn Mawr Capital Management
Pennsylvania
$1.39M -$420K -3,975 -23%
BHWA
341
Beacon Harbor Wealth Advisors
Virginia
$1.39M – – –
TLFA
342
True Link Financial Advisors
California
$1.39M +$73.9K +700 +6%
SQA
343
Simon Quick Advisors
New Jersey
$1.38M +$739 +7 +0.1%
MG
344
Mather Group
Illinois
$1.36M +$468K +4,429 +52%
EP
345
Edgestream Partners
New Jersey
$1.34M +$180K +1,705 +16%
SF
346
Summit Financial
New Jersey
$1.34M -$229K -2,169 -15%
BCM
347
BTC Capital Management
Iowa
$1.34M -$1.68M -15,880 -56%
CGFA
348
Colton Groome Financial Advisors
North Carolina
$1.33M -$178K -1,685 -12%
VCM
349
Vivaldi Capital Management
Illinois
$1.33M – – –
MA
350
Montag & Associates
Georgia
$1.32M -$248K -2,349 -16%
12 13
14
15 16