SUB icon

iShares Short-Term National Muni Bond ETF
SUB

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
11.27%
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 %
WB
376
Webster Bank
Connecticut
$1.26M -$201K -1,891 -14%
AWA
377
Amplius Wealth Advisors
Pennsylvania
$1.26M +$1.26M +11,808 New
EFA
378
Evernest Financial Advisors
Indiana
$1.25M +$133K +1,250 +12%
CGFA
379
Colton Groome Financial Advisors
North Carolina
$1.25M -$95.7K -900 -7%
APW
380
Austin Private Wealth
Texas
$1.24M -$2.12M -19,941 -63%
BlackRock
381
BlackRock
New York
$1.23M -$1.63M -15,288 -57%
FNT
382
First National Trust
Pennsylvania
$1.23M -$100K -941 -8%
ECM
383
Exchange Capital Management
Michigan
$1.22M +$9.78K +92 +0.8%
MA
384
Montag & Associates
Georgia
$1.22M -$113K -1,061 -8%
PS
385
Pinney & Scofield
Massachusetts
$1.22M – – –
IA
386
IFG Advisors
Missouri
$1.21M +$87.7K +825 +8%
BOH
387
Bank of Hawaii
Hawaii
$1.21M +$1.21M +11,395 New
HVIA
388
Hudson Valley Investment Advisors
New York
$1.2M – – –
IPW
389
Intergy Private Wealth
Colorado
$1.19M -$213 -2 -0%
BCM
390
Becker Capital Management
Oregon
$1.18M -$2.08M -19,586 -64%
VPP
391
Vertex Planning Partners
Illinois
$1.16M +$32.2K +303 +3%
BSA
392
Bull Street Advisors
Georgia
$1.15M – – –
DWS
393
Dynamic Wealth Strategies
California
$1.15M +$454K +4,273 +66%
CWM
394
Certus Wealth Management
California
$1.14M – – –
BCM
395
Boltwood Capital Management
California
$1.14M -$70.7K -665 -6%
SAM
396
Smartleaf Asset Management
Massachusetts
$1.14M +$161K +1,519 +17%
RFP
397
RCS Financial Planning
Maryland
$1.14M +$425K +3,993 +60%
AIP
398
Ameritas Investment Partners
Nebraska
$1.13M -$57.2K -538 -5%
KWM
399
Keebeck Wealth Management
Illinois
$1.12M +$80.6K +758 +8%
EB
400
Exchange Bank
California
$1.11M +$189K +1,780 +21%
14 15
16
17 18