SUB icon

iShares Short-Term National Muni Bond ETF
SUB

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 %
STA
501
Shade Tree Advisors
New York
$608K -$478K -4,523 -44%
CPP
502
Capasso Planning Partners
South Carolina
$605K +$5.07K +48 +0.8%
PGAM
503
Princeton Global Asset Management
New Jersey
$603K – – –
AQR Capital Management
504
AQR Capital Management
Connecticut
$603K +$603K +5,709 New
LW
505
Libra Wealth
California
$602K – – –
DCM
506
Donaldson Capital Management
Indiana
$600K -$950 -9 -0.2%
LAMC
507
Longview Asset Management (California)
California
$599K -$323K -3,058 -35%
TFO
508
Timonier Family Office
North Carolina
$599K +$32.7K +310 +6%
C
509
Croban
Ohio
$596K -$473K -4,483 -44%
PFA
510
Petra Financial Advisors
Colorado
$588K +$211 +2 +0%
CA
511
Crewe Advisors
Utah
$584K -$180K -1,705 -24%
1WM
512
1900 Wealth Management
Texas
$582K -$641K -6,065 -52%
SAM
513
SP Asset Management
California
$582K +$1.16K +11 +0.2%
PA
514
Probity Advisors
Texas
$580K -$100K -948 -15%
SOWAS
515
Silver Oak Wealth Advisors Services
California
$577K +$252K +2,382 +77%
IPA
516
Investment Planning Advisors
Georgia
$576K +$150K +1,423 +35%
GWMR
517
GC Wealth Management RIA
Massachusetts
$574K – – –
MWM
518
Modern Wealth Management
Kansas
$572K +$9.08K +86 +2%
FHA
519
Flagship Harbor Advisors
Massachusetts
$568K +$148K +1,399 +35%
OWM
520
Orgel Wealth Management
Wisconsin
$565K +$36.9K +349 +7%
PIMG
521
Patriot Investment Management Group
Tennessee
$563K +$120K +1,135 +27%
NG
522
Novem Group
New York
$562K -$47.5K -450 -8%
PWM
523
Power Wealth Management
Georgia
$561K -$297K -2,813 -35%
NL
524
NDWM LLC
California
$559K +$559K +5,289 New
MADFP
525
Michael A Dubis Financial Planning
Wisconsin
$557K +$22.9K +217 +4%
19 20
21
22 23