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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 %
DWS
476
Dynamic Wealth Strategies
California
$687K +$211 +2 +0%
FCP
477
Fidelis Capital Partners
Florida
$683K – – –
OWA
478
One Wealth Advisors
California
$675K -$813K -7,702 -55%
CFGF
479
Compass Financial Group (Florida)
Florida
$673K -$1.06K -10 -0.2%
FA
480
FF Advisors
California
$673K -$63.7K -604 -9%
SA
481
Stewardship Advisors
Pennsylvania
$667K -$2.01K -19 -0.3%
HP
482
Hilltop Partners
Indiana
$667K -$242K -2,293 -27%
RWA
483
Redhawk Wealth Advisors
Minnesota
$660K +$660K +6,251 New
SFMG
484
Sage Financial Management Group
Virginia
$659K -$1.69K -16 -0.3%
SIM
485
Synergy Investment Management
Florida
$657K -$2.53K -24 -0.4%
SPWG
486
Syntegra Private Wealth Group
Missouri
$653K +$653K +6,186 New
SCG
487
Sonata Capital Group
Washington
$653K +$111K +1,050 +20%
KWM
488
Kingsview Wealth Management
Oregon
$648K +$135K +1,275 +26%
MCM
489
MidAtlantic Capital Management
Virginia
$648K – – –
IA
490
IFG Advisory
Georgia
$646K +$27.6K +261 +4%
HPC
491
Hobart Private Capital
North Carolina
$642K +$278K +2,628 +76%
WWA
492
Wingate Wealth Advisors
Massachusetts
$641K -$17.5K -166 -3%
SL
493
SWMG LLC
Texas
$638K -$71K -674 -10%
DWT
494
Dorsey & Whitney Trust
South Dakota
$628K -$8.34K -79 -1%
CNC
495
Citizens & Northern Corp
Pennsylvania
$626K – – –
TC
496
TAGStone Capital
North Carolina
$624K +$2.43K +23 +0.4%
OCM
497
Objective Capital Management
Ohio
$624K +$85.6K +811 +16%
RW
498
Rede Wealth
Virginia
$623K -$262K -2,484 -30%
CW
499
Code Waechter
Florida
$622K – – –
JCM
500
Jacobi Capital Management
Pennsylvania
$611K +$107K +1,015 +21%
18 19
20
21 22