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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 %
HI
526
Harbour Investments
Wisconsin
$557K -$208K -1,973 -27%
CAG
527
Csenge Advisory Group
Florida
$552K +$113K +1,075 +26%
BAAM
528
Baker Avenue Asset Management
California
$542K – – –
MIS
529
Morningstar Investment Services
Illinois
$540K -$238K -2,255 -31%
IWM
530
IHT Wealth Management
Illinois
$540K +$35.1K +332 +7%
RWM
531
Rialto Wealth Management
New York
$539K +$3.49K +33 +0.7%
WT
532
Whittier Trust
California
$534K -$141K -1,334 -21%
AWM
533
Accurate Wealth Management
Florida
$532K -$29.3K -279 -5%
CAMG
534
CWA Asset Management Group
Florida
$531K +$80.3K +760 +18%
CTA
535
Colonial Trust Advisors
South Carolina
$530K -$23.1K -219 -4%
HAIM
536
Hunter Associates Investment Management
Pennsylvania
$528K – – –
OBWG
537
Onyx Bridge Wealth Group
New York
$528K +$2.01K +19 +0.4%
GC
538
Grimes & Company
Massachusetts
$527K -$22.7K -215 -4%
BFG
539
Berger Financial Group
Minnesota
$523K – – –
CWM
540
Chesapeake Wealth Management
Virginia
$523K – – –
EFS
541
Essex Financial Services
Connecticut
$515K – – –
AWS
542
Aspen Wealth Strategies
Colorado
$515K – – –
CT
543
Colonial Trust
South Carolina
$512K +$7.29K +69 +1%
SWA
544
Sax Wealth Advisors
New Jersey
$512K +$125K +1,184 +32%
CF
545
Cyr Financial
Illinois
$509K -$121K -1,150 -19%
TWM
546
Tanager Wealth Management
United Kingdom
$509K – – –
EWA
547
Elevate Wealth Advisory
Georgia
$507K +$64K +606 +14%
MWP
548
Madison Wealth Partners
Wisconsin
$506K +$422 +4 +0.1%
WA
549
WBH Advisory
Maryland
$503K -$36.9K -349 -7%
HTC
550
Haverford Trust Company
Pennsylvania
$503K +$20K +189 +4%
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