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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 %
CFD
376
Creative Financial Designs
Indiana
$1.15M +$50.7K +480 +5%
BSA
377
Bull Street Advisors
Georgia
$1.14M -$220K -2,085 -16%
CWM
378
Certus Wealth Management
California
$1.13M +$1.58K +15 +0.1%
VPP
379
Vertex Planning Partners
Illinois
$1.12M +$162K +1,537 +17%
WWM
380
WJ Wealth Management
Arizona
$1.12M -$326K -3,088 -23%
IA
381
IFG Advisors
Missouri
$1.12M -$130K -1,233 -10%
EFA
382
Evernest Financial Advisors
Indiana
$1.11M +$36K +341 +3%
CFP
383
Catalyst Financial Partners
Massachusetts
$1.1M -$304K -2,878 -22%
TNBTD
384
Trustmark National Bank Trust Department
Mississippi
$1.08M – – –
DE
385
Diversified Enterprises
Delaware
$1.08M +$791K +7,489 +276%
SCM
386
Sunbeam Capital Management
Georgia
$1.08M -$250K -2,367 -19%
WSFS
387
Wilmington Savings Fund Society
Delaware
$1.07M -$93.5K -885 -8%
TCM
388
TruNorth Capital Management
Michigan
$1.06M +$528 +5 +0%
KeyBank National Association
389
KeyBank National Association
Ohio
$1.06M -$96K -909 -8%
USGIU
390
U.S. Global Investors (USGI)
Texas
$1.06M – – –
CFG
391
Cosner Financial Group
Colorado
$1.05M +$98.4K +932 +10%
CGL
392
Clarius Group LLC
Washington
$1.05M -$1.07M -10,094 -50%
CG
393
Clarus Group
Texas
$1.05M -$31.2K -295 -3%
RFP
394
Roth Financial Partners
Texas
$1.04M +$497K +4,710 +91%
NWA
395
New World Advisors
Massachusetts
$1.04M -$471K -4,462 -31%
KWM
396
Keebeck Wealth Management
Illinois
$1.04M +$130K +1,230 +14%
CMBA
397
C.M. Bidwell & Associates
Hawaii
$1.03M +$227K +2,153 +28%
EFG
398
Everhart Financial Group
Ohio
$1.02M -$34.5K -327 -3%
BMWS
399
Brady Martz Wealth Solutions
North Dakota
$1.02M +$141K +1,334 +16%
Pathstone Holdings
400
Pathstone Holdings
New Jersey
$1.01M +$670K +6,342 +195%
14 15
16
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