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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 %
HIF
401
Hill Island Financial
Michigan
$1.01M -$40.6K -384 -4%
CA
402
CGN Advisors
Kansas
$993K -$66.8K -633 -6%
SPA
403
Shore Point Advisors
New Jersey
$991K -$31.6K -299 -3%
CFO
404
CVA Family Office
Colorado
$987K +$337K +3,187 +52%
OP
405
ORG Partners
Indiana
$986K -$48.6K -460 -5%
ZIM
406
Zacks Investment Management
Illinois
$985K -$107K -1,015 -10%
AWP
407
Avid Wealth Partners
Texas
$984K +$423K +4,002 +75%
SIM
408
Studio Investment Management
Illinois
$974K -$1.44M -13,680 -60%
CFG
409
Cornerstone Financial Group
Nebraska
$973K -$272K -2,579 -22%
SAM
410
Smartleaf Asset Management
Massachusetts
$969K +$387K +3,670 +67%
PWA
411
Physician Wealth Advisors
Utah
$931K +$42.9K +406 +5%
FFA
412
Fragasso Financial Advisors
Pennsylvania
$931K – – –
AWAG
413
ARS Wealth Advisors Group
Florida
$929K -$412K -3,900 -31%
CI
414
CX Institutional
Indiana
$928K +$928K +8,788 New
CCG
415
Chatham Capital Group
Georgia
$916K – – –
EB
416
Exchange Bank
California
$914K +$40K +379 +5%
TWM
417
TriaGen Wealth Management
California
$902K – – –
FA
418
Flagstar Advisors
New York
$899K -$261K -2,469 -22%
SCA
419
Scott Capital Advisors
Oregon
$899K +$9.61K +91 +1%
DWM
420
Destination Wealth Management
California
$893K +$221K +2,092 +33%
JAA
421
Joel Adams & Associates
North Carolina
$889K +$3.38K +32 +0.4%
PP
422
Postrock Partners
Oregon
$887K – – –
TWP
423
Total Wealth Planning
Ohio
$884K +$6.34K +60 +0.7%
PC
424
Prairiewood Capital
North Dakota
$879K +$15K +142 +2%
BJL
425
Brighton Jones LLC
Washington
$879K -$21.4K -203 -2%
15 16
17
18 19