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 %
AWA
651
Alta Wealth Advisors
Massachusetts
$313K – – –
LFS
652
Legacy Financial Strategies
Kansas
$310K +$317 +3 +0.1%
AWP
653
Astra Wealth Partners
New Jersey
$309K -$87.5K -829 -22%
IWM
654
Integris Wealth Management
California
$309K -$2.98M -28,241 -91%
WWP
655
Wise Wealth Partners
Arizona
$309K +$1.27K +12 +0.4%
KA
656
Kovack Advisors
Florida
$308K – – –
SAF
657
Smith Anglin Financial
Texas
$307K -$2.43K -23 -0.8%
PWP
658
PrairieView Wealth Partners
Illinois
$306K -$211 -2 -0.1%
EF
659
Envision Financial
Wisconsin
$306K +$306K +2,900 New
WA
660
Wealthstream Advisors
New York
$305K – – –
CPL
661
CAP Partners LLC
Tennessee
$300K +$6.34K +60 +2%
FIA
662
Foundations Investment Advisors
Arizona
$298K -$187K -1,769 -39%
RB
663
Renasant Bank
Mississippi
$296K – – –
AWP
664
Axis Wealth Partners
Rhode Island
$296K -$422 -4 -0.1%
CIA
665
Concurrent Investment Advisors
Florida
$293K -$201K -1,904 -41%
WCF
666
West Coast Financial
California
$291K – – –
MAM
667
McLean Asset Management
Virginia
$290K – – –
HNWA
668
Henrickson Nauta Wealth Advisors
Michigan
$288K -$736 -7 -0.3%
OSAM
669
O'Shaughnessy Asset Management
Connecticut
$288K +$1.27K +12 +0.4%
JFGIW
670
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$286K – – –
SA
671
Sovran Advisors
California
$285K -$62.3K -592 -18%
HBT
672
Hills Bank & Trust
Iowa
$285K – – –
SFS
673
Sowell Financial Services
Arkansas
$283K +$283K +2,684 New
MCM
674
Mattern Capital Management
Colorado
$282K – – –
WE
675
Wealth Effects
Massachusetts
$281K – – –
25 26
27
28 29