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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
+$326M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$92.6M
3
GC
Grimes & Company
Massachusetts
+$57.7M
4
WL
WIT LLC
District of Columbia
+$44.5M
5
CAG
Crestwood Advisors Group
Massachusetts
+$37.2M

Top Sellers

1
EI
Ellevest Inc
New York
-$39.7M
2
TC
TownSquare Capital
Utah
-$17.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$15.5M
4
UBS Group
UBS Group
Switzerland
-$14.7M
5
LFG
Larson Financial Group
Missouri
-$9.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
351
Hobart Private Capital
North Carolina
$1.41M +$763K +7,176 +118%
FWA
352
FSM Wealth Advisors
Ohio
$1.41M +$1.41M +13,241 New
BMCM
353
Bryn Mawr Capital Management
Pennsylvania
$1.4M – – –
HI
354
Human Investing
Oregon
$1.38M -$32.5K -306 -2%
DL
355
DOHJ LLC
Washington
$1.38M +$1.38M +13,077 New
FHC
356
First Heartland Consultants
Missouri
$1.37M +$1.37M +12,927 New
BHWA
357
Beacon Harbor Wealth Advisors
Virginia
$1.37M -$26.6K -250 -2%
DWM
358
Destination Wealth Management
California
$1.37M +$471K +4,430 +52%
Fidelity Investments
359
Fidelity Investments
Massachusetts
$1.35M +$522K +4,909 +63%
CFG
360
Certior Financial Group
Pennsylvania
$1.35M +$60.5K +569 +5%
SF
361
Summit Financial
New Jersey
$1.35M +$2.77K +26 +0.2%
RPCA
362
Running Point Capital Advisors
California
$1.35M +$40.1K +377 +3%
QCM
363
Quantinno Capital Management
New York
$1.35M -$63.7K -599 -5%
SWP
364
Strategic Wealth Partners
Ohio
$1.35M +$1.35M +12,657 New
WLIM
365
White Lighthouse Investment Management
Massachusetts
$1.34M +$14.5K +136 +1%
VCM
366
Vivaldi Capital Management
Illinois
$1.34M – – –
WWM
367
WJ Wealth Management
Arizona
$1.34M +$213K +2,000 +19%
FSG
368
Financial Strategies Group
Michigan
$1.34M +$69K +648 +5%
CIA
369
Capital Investment Advisors
Georgia
$1.3M +$5K +47 +0.4%
AWS
370
Arkfeld Wealth Strategies
Nebraska
$1.29M -$11.3K -106 -0.9%
AWP
371
Avid Wealth Partners
Texas
$1.28M +$292K +2,750 +30%
KPP
372
Kings Path Partners
Texas
$1.28M +$85.6K +805 +7%
ACA
373
Aptus Capital Advisors
Alabama
$1.27M -$135K -1,271 -10%
RWA
374
Redhawk Wealth Advisors
Minnesota
$1.26M +$599K +5,633 +90%
NL
375
NWAM LLC
Washington
$1.26M -$181K -1,705 -13%
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