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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

839 hedge funds and large institutions have $8.64B 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, 273 reducing their positions, and 60 closing their positions.

Holders
839
Holders Change
+10
Holders Change %
+1.21%
% 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
273
Closed
60
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$677M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$553M
3
GC
3
Grimes & Company
Massachusetts
$58.2M
4
WL
4
WIT LLC
District of Columbia
$44.5M
5
CAG
5
Crestwood Advisors Group
Massachusetts
$42.3M

Top Sellers

1
EI
1
Ellevest Inc
New York
$16.8M
2
TC
2
TownSquare Capital
Utah
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$66.8M
4
UBS Group
4
UBS Group
Switzerland
$120M
5
LFG
5
Larson Financial Group
Missouri
$9.14M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$55.9M 526,015 +146,477 +39%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$55.6M 522,386 +26,001 +5%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$55.1M 518,520 +6,233 +1%
Renaissance Technologies
29
Renaissance Technologies
New York
$52.5M 493,800 +163,800 +50%
HIG
30
Heritage Investment Group
Florida
$51.7M 486,492 +20,465 +4%
WL
31
WIT LLC
District of Columbia
$44.5M 418,588 +418,588 New
Cerity Partners
32
Cerity Partners
New York
$43.7M 411,285 -4,606 -1%
CAG
33
Crestwood Advisors Group
Massachusetts
$42.3M 397,823 +349,936 +731%
Wells Fargo
34
Wells Fargo
California
$41.1M 386,297 -16,718 -4%
TI
35
Truepoint Inc
Ohio
$40.6M 382,221 -11,294 -3%
WCWM
36
Willow Creek Wealth Management
California
$40.5M 381,277 +18,550 +5%
Stifel Financial
37
Stifel Financial
Missouri
$36.8M 345,796 +29,066 +9%
AC
38
Apella Capital
Connecticut
$35.3M 332,223 +17,871 +6%
ONB
39
Old National Bancorp
Indiana
$33M 310,219 +10,973 +4%
BCI
40
Brinker Capital Investments
Pennsylvania
$32.1M 302,116 +11,633 +4%
BPA
41
Beacon Pointe Advisors
California
$31.8M 298,896 +23,401 +8%
WJA
42
Willis Johnson & Associates
Texas
$29.6M 278,065 +5,878 +2%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$28.7M 270,077 +27,654 +11%
Goldman Sachs
44
Goldman Sachs
New York
$28.4M 266,631 +24,180 +10%
CFG
45
Citizens Financial Group
Rhode Island
$28.1M 264,342 -424 -0.2%
RWB
46
RMR Wealth Builders
New Jersey
$27.1M 255,040 +15,681 +7%
RWM
47
Ritholtz Wealth Management
New York
$27M 254,317 +5,245 +2%
MWM
48
Modera Wealth Management
New Jersey
$25.9M 243,754 +38,803 +19%
CWM
49
Cahaba Wealth Management
Georgia
$25.1M 235,731 +18,076 +8%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$24.6M 231,557 -59,204 -20%
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