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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 %
WLIM
351
White Lighthouse Investment Management
Massachusetts
$1.32M – – –
FNT
352
First National Trust
Pennsylvania
$1.32M +$112K +1,060 +9%
LPT
353
Legacy Private Trust
Wisconsin
$1.31M +$235K +2,225 +22%
RPCA
354
Running Point Capital Advisors
California
$1.3M +$26.9K +255 +2%
CIA
355
Capital Investment Advisors
Georgia
$1.29M +$1.27K +12 +0.1%
AWS
356
Arkfeld Wealth Strategies
Nebraska
$1.29M -$276K -2,625 -18%
AssetMark Inc
357
AssetMark Inc
California
$1.28M +$205K +1,942 +19%
CFG
358
Certior Financial Group
Pennsylvania
$1.28M +$405K +3,833 +46%
CL
359
Choreo LLC
Illinois
$1.27M +$158K +1,500 +14%
FSG
360
Financial Strategies Group
Michigan
$1.25M +$89.4K +850 +8%
MWM
361
Meridian Wealth Management
Kentucky
$1.25M +$727K +6,881 +139%
KPWG
362
KFA Private Wealth Group
Virginia
$1.24M +$2.32K +22 +0.2%
SW
363
SoFi Wealth
California
$1.22M +$1.1M +10,458 +995%
AFG
364
Altiora Financial Group
Ohio
$1.21M – – –
PS
365
Pinney & Scofield
Massachusetts
$1.21M – – –
BCM
366
Boltwood Capital Management
California
$1.2M -$283K -2,680 -19%
ECM
367
Exchange Capital Management
Michigan
$1.2M -$95.6K -905 -7%
JWS
368
Juncture Wealth Strategies
Arizona
$1.2M +$73.6K +697 +7%
PFA
369
Pure Financial Advisors
California
$1.2M +$369K +3,498 +45%
HVIA
370
Hudson Valley Investment Advisors
New York
$1.19M – – –
KPP
371
Kings Path Partners
Texas
$1.18M -$69.4K -657 -6%
MCA
372
Maryland Capital Advisors
Maryland
$1.18M -$144K -1,359 -11%
IPW
373
Intergy Private Wealth
Colorado
$1.18M -$2.32K -22 -0.2%
AIP
374
Ameritas Investment Partners
Nebraska
$1.18M -$46.3K -438 -4%
PP
375
Patten & Patten
Tennessee
$1.17M -$197K -1,870 -14%
13 14
15
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