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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 %
FAFN
426
First Affirmative Financial Network
Colorado
$876K +$39.6K +375 +5%
WHCI
427
W.H. Cornerstone Investments
Massachusetts
$870K +$3.27K +31 +0.4%
ACP
428
Aviance Capital Partners
Florida
$864K +$174K +1,649 +25%
RTL
429
Red Tortoise LLC
Georgia
$845K +$61.7K +584 +8%
LW
430
Linscomb Wealth
Texas
$844K – – –
GL
431
Graypoint LLC
New York
$841K +$211K +2,001 +34%
NB
432
NBT Bank
New York
$840K – – –
AWA
433
Aletheian Wealth Advisors
Washington
$830K +$92K +871 +12%
Fidelity Investments
434
Fidelity Investments
Massachusetts
$827K -$424K -4,018 -34%
IA
435
IFP Advisors
Florida
$825K +$3.8K +36 +0.5%
Lido Advisors
436
Lido Advisors
California
$825K +$19.4K +184 +2%
RF
437
RHS Financial
California
$824K -$99.8K -945 -11%
DC
438
Davenport & Co
Virginia
$821K -$633K -5,996 -44%
FAIM
439
Financial Advocates Investment Management
Washington
$819K +$819K +6,400 New
DJSG
440
D.J. St. Germain
Massachusetts
$813K +$2.53K +24 +0.3%
PA
441
Parallel Advisors
California
$803K +$106 +1 +0%
BSTWA
442
Blake Schutter Theil Wealth Advisors
Ohio
$802K – – –
VIM
443
Vista Investment Management
Pennsylvania
$801K – – –
DB
444
Dravo Bay
Delaware
$800K +$11.1K +105 +1%
SB
445
Strategic Blueprint
Georgia
$800K +$87.9K +832 +12%
NFG
446
Nations Financial Group
Iowa
$794K +$115K +1,092 +17%
WCA
447
Westover Capital Advisors
Delaware
$793K -$44.4K -420 -5%
GC
448
Garde Capital
Washington
$778K +$778K +7,368 New
RPA
449
Rock Point Advisors
Vermont
$776K -$12.7K -120 -2%
BP
450
BWM Planning
Texas
$774K +$83.6K +792 +12%
16 17
18
19 20