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 %
HA
551
Helium Advisors
Washington
$502K +$6.55K +62 +1%
BWM
552
Bernard Wealth Management
Michigan
$500K – – –
LWA
553
Lineweaver Wealth Advisors
Ohio
$499K +$105K +993 +27%
WA
554
WPG Advisers
Maryland
$491K -$513K -4,858 -51%
VA
555
VestGen Advisors
Illinois
$487K +$487K +4,611 New
CFB
556
Cullen/Frost Bankers
Texas
$482K – – –
PCG
557
Prosperity Consulting Group
Maryland
$481K – – –
BAM
558
Berkshire Asset Management
Pennsylvania
$477K – – –
PPC
559
Park Place Capital
Alabama
$469K – – –
CA
560
CoreCap Advisors
Michigan
$466K -$72.9K -690 -14%
EH
561
Equitable Holdings
New York
$465K -$122K -1,151 -21%
TIAM2
562
Tru Independence Asset Management 2
Oregon
$463K – – –
LRPA
563
L. Roy Papp & Associates
Arizona
$459K – – –
SJGA
564
Stephen J. Garry & Associates
New York
$458K +$143K +1,350 +45%
BWM
565
BCGM Wealth Management
Indiana
$458K -$28K -265 -6%
LG
566
LaFleur & Godfrey
Michigan
$455K +$7.92K +75 +2%
CIP
567
Cornerstone Investment Partners
Georgia
$452K -$15.2K -144 -3%
TWP
568
Tyche Wealth Partners
Texas
$452K +$58.6K +555 +15%
FPW
569
Flagship Private Wealth
Massachusetts
$450K +$65.7K +622 +17%
BWP
570
Bernardo Wealth Planning
Pennsylvania
$450K -$28.2K -267 -6%
CTWM
571
Cherry Tree Wealth Management
Minnesota
$449K – – –
AWM
572
Axxcess Wealth Management
California
$447K +$40.6K +384 +10%
CAL
573
Capital Analysts LLC
Pennsylvania
$446K +$329K +3,115 +281%
ATPW
574
Ashton Thomas Private Wealth
Arizona
$446K -$62.4K -591 -12%
FM
575
Foster & Motley
Ohio
$445K -$38.3K -362 -8%
21 22
23
24 25