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 %
WWM
601
Waterway Wealth Management
Texas
$396K +$44.4K +420 +13%
SC
602
SouthState Corp
Florida
$395K +$350K +3,318 +781%
GD
603
Grandfield & Dodd
New York
$394K – – –
MFGM
604
Marshall Financial Group (Maryland)
Maryland
$392K +$392K +3,712 New
Wealthfront Advisers
605
Wealthfront Advisers
California
$392K +$41.3K +391 +12%
C1AG
606
Client 1st Advisory Group
Florida
$391K – – –
GAA
607
Guardian Asset Advisors
Pennsylvania
$389K +$1.16K +11 +0.3%
GSIAS
608
Garden State Investment Advisory Services
New Jersey
$386K +$1.16K +11 +0.3%
WTC
609
WhitTier Trust Company
Nevada
$385K -$42.6K -403 -10%
AIA
610
Armor Investment Advisors
North Carolina
$385K +$19.7K +187 +5%
LSWP
611
Liberty Square Wealth Partners
Pennsylvania
$383K +$9.93K +94 +3%
WPC
612
White Pine Capital
Minnesota
$382K -$12K -114 -3%
KCM
613
KM Capital Management
Texas
$381K -$2.21M -20,945 -85%
SIM
614
Stratos Investment Management
Ohio
$381K +$8.87K +84 +2%
BB
615
Busey Bank
Illinois
$380K – – –
BAM
616
Belpointe Asset Management
Nevada
$376K +$376K +3,558 New
FCA
617
Fortis Capital Advisors
Kansas
$376K +$376K +3,558 New
SGCA
618
Steel Grove Capital Advisors
Tennessee
$374K -$92.9K -880 -20%
RFP
619
Root Financial Partners
California
$374K -$30.6K -290 -8%
SIS
620
Strategic Investment Solutions
Illinois
$369K -$56.6K -536 -13%
PA
621
PFG Advisors
Arizona
$363K -$161K -1,526 -31%
HKIM
622
Hayek Kallen Investment Management
Alabama
$362K – – –
SFS
623
Strategic Financial Services
New York
$361K +$361K +3,422 New
FCI
624
Financial Counselors Inc
Kansas
$361K +$7.29K +69 +2%
SWP
625
Summit Wealth Partners
Florida
$361K +$634 +6 +0.2%
23 24
25
26 27