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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
11.27%
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 %
CC
601
Capstone Capital
Nevada
$411K -$18.9K -178 -4%
CIP
602
Cornerstone Investment Partners
Georgia
$411K -$45.1K -424 -10%
JCM
603
Jacobi Capital Management
Pennsylvania
$410K -$205K -1,928 -33%
PA
604
Probity Advisors
Texas
$407K -$178K -1,672 -30%
TNA
605
True North Advisors
Texas
$406K – – –
TFP
606
Traction Financial Partners
Wyoming
$404K -$5.32K -50 -1%
SPF
607
South Plains Financial
Texas
$404K – – –
WF
608
Warner Financial
Maryland
$402K – – –
WCP
609
Wealthcare Capital Partners
Pennsylvania
$399K -$2.66K -25 -0.7%
CFS
610
Cannon Financial Strategists
Georgia
$397K +$397K +3,738 New
GD
611
Grandfield & Dodd
New York
$397K – – –
1IA
612
1834 Investment Advisors
Wisconsin
$395K +$58.8K +553 +18%
C1AG
613
Client 1st Advisory Group
Florida
$394K – – –
GAA
614
Guardian Asset Advisors
Pennsylvania
$393K +$2.02K +19 +0.5%
PFGIA
615
Patriot Financial Group Insurance Agency
Massachusetts
$393K +$37.4K +352 +11%
FM
616
Foster & Motley
Ohio
$392K -$55.2K -520 -12%
RZH
617
Relyea Zuckerberg Hanson
Connecticut
$392K +$120K +1,127 +44%
SJGA
618
Stephen J. Garry & Associates
New York
$390K -$71.6K -673 -16%
LSWP
619
Liberty Square Wealth Partners
Pennsylvania
$386K – – –
NCM
620
NCM Capital Management
New Jersey
$384K +$384K +3,596 New
CWM
621
Centurion Wealth Management
Virginia
$383K -$31.3K -294 -8%
SWP
622
ShoreHaven Wealth Partners
New Jersey
$379K +$25.7K +242 +7%
CWM
623
Collaborative Wealth Management
Florida
$378K +$18.2K +171 +5%
SGCA
624
Steel Grove Capital Advisors
Tennessee
$376K – – –
Neuberger Berman Group
625
Neuberger Berman Group
New York
$376K +$376K +3,539 New
23 24
25
26 27