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iShares Short-Term National Muni Bond ETF
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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
11.28%
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 %
HighTower Advisors
26
HighTower Advisors
Illinois
$55.9M +$15.6M +146,477 +39%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$55.6M +$2.76M +26,001 +5%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$55.1M +$663K +6,233 +1%
Renaissance Technologies
29
Renaissance Technologies
New York
$52.5M +$17.4M +163,800 +50%
HIG
30
Heritage Investment Group
Florida
$51.7M +$2.18M +20,465 +4%
WL
31
WIT LLC
District of Columbia
$44.5M +$44.5M +418,588 New
Cerity Partners
32
Cerity Partners
New York
$43.7M -$490K -4,606 -1%
CAG
33
Crestwood Advisors Group
Massachusetts
$42.3M +$37.2M +349,936 +731%
Wells Fargo
34
Wells Fargo
California
$41.1M -$1.78M -16,718 -4%
TI
35
Truepoint Inc
Ohio
$40.6M -$1.2M -11,294 -3%
WCWM
36
Willow Creek Wealth Management
California
$40.5M +$1.97M +18,550 +5%
Stifel Financial
37
Stifel Financial
Missouri
$36.8M +$3.09M +29,066 +9%
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$35.4M +$12.9M +121,760 +58%
AC
39
Apella Capital
Connecticut
$35.3M +$1.9M +17,871 +6%
ONB
40
Old National Bancorp
Indiana
$33M +$1.17M +10,973 +4%
BCI
41
Brinker Capital Investments
Pennsylvania
$32.1M +$1.24M +11,633 +4%
BPA
42
Beacon Pointe Advisors
California
$31.8M +$2.49M +23,401 +8%
WJA
43
Willis Johnson & Associates
Texas
$29.6M +$625K +5,878 +2%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$28.7M +$2.94M +27,654 +11%
Goldman Sachs
45
Goldman Sachs
New York
$28.4M +$2.57M +24,180 +10%
CFG
46
Citizens Financial Group
Rhode Island
$28.1M -$45.1K -424 -0.2%
RWB
47
RMR Wealth Builders
New Jersey
$27.1M +$1.67M +15,681 +7%
RWM
48
Ritholtz Wealth Management
New York
$27M +$558K +5,245 +2%
MWM
49
Modera Wealth Management
New Jersey
$25.9M +$4.13M +38,803 +19%
CWM
50
Cahaba Wealth Management
Georgia
$25.1M +$1.92M +18,076 +8%
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