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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 %
WMA
651
West Michigan Advisors
Michigan
$336K -$2.23K -21 -0.7%
AWM
652
AE Wealth Management
Kansas
$335K -$2.02K -19 -0.6%
FFA
653
Florida Financial Advisors
Florida
$333K +$102K +962 +44%
AWM
654
Apollon Wealth Management
South Carolina
$332K +$332K +3,126 New
FG
655
Foster Group
Iowa
$329K +$67.5K +635 +26%
PDL
656
Portfolio Design Labs
California
$325K +$325K +3,060 New
APIM
657
Agate Pass Investment Management
Washington
$324K – – –
PPH
658
Pure Portfolios Holdings
Oregon
$323K +$118K +1,111 +58%
BTI
659
Blue Trust Inc
Georgia
$322K +$319K +2,996 +10,331%
NRI
660
NFP Retirement Inc
California
$320K +$320K +3,005 New
BB
661
Busey Bank
Illinois
$319K -$63.5K -597 -17%
EHC
662
Everett Harris & Co
California
$319K – – –
HWM
663
HB Wealth Management
Georgia
$319K +$319K +3,000 New
HIMC
664
Heritage Investors Management Corp
Maryland
$319K – – –
NS
665
NBC Securities
Alabama
$317K +$67.1K +633 +27%
AWA
666
Alta Wealth Advisors
Massachusetts
$315K – – –
ALA
667
Atlas Legacy Advisors
California
$314K +$86.2K +811 +38%
CPL
668
CAP Partners LLC
Tennessee
$313K +$10.4K +98 +3%
LFS
669
Legacy Financial Strategies
Kansas
$312K +$638 +6 +0.2%
WWP
670
Wise Wealth Partners
Arizona
$312K +$1.7K +16 +0.5%
IWM
671
Integris Wealth Management
California
$311K – – –
AFP
672
Ausdal Financial Partners
Iowa
$310K +$37.3K +351 +14%
KA
673
Kovack Advisors
Florida
$310K – – –
SC
674
Savant Capital
Illinois
$308K -$50.5K -475 -14%
Brown Advisory
675
Brown Advisory
Maryland
$307K +$307K +2,884 New
25 26
27
28 29