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iShares Short-Term National Muni Bond ETF
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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 %
SPFA
676
Summit Place Financial Advisors
New Jersey
$281K +$281K +2,660 New
MFC
677
Morris Financial Concepts
South Carolina
$281K -$25.2K -239 -8%
CFS
678
Coordinated Financial Services
Colorado
$279K +$1.06K +10 +0.4%
EP
679
Essential Planning
New Hampshire
$279K -$17.6M -167,010 -98%
VWM
680
Venturi Wealth Management
Texas
$278K -$137K -1,299 -33%
AC
681
AWM Capital
Arizona
$278K -$17.1K -162 -6%
FLA
682
Financial Life Advisors
Texas
$277K -$327K -3,093 -54%
SAM
683
Strive Asset Management
Ohio
$276K -$415K -3,927 -60%
Fifth Third Bancorp
684
Fifth Third Bancorp
Ohio
$275K +$47.5K +450 +21%
SPI
685
Sutton Place Investors
New York
$272K -$15.4K -146 -5%
VWA
686
VERITY Wealth Advisors
United States
$271K – – –
AFP
687
Ausdal Financial Partners
Iowa
$271K +$211 +2 +0.1%
RZH
688
Relyea Zuckerberg Hanson
Connecticut
$270K -$62.6K -593 -19%
AIM
689
Advyzon Investment Management
Illinois
$270K +$1.48K +14 +0.6%
LFG
690
Lockerman Financial Group
California
$268K +$268K +2,539 New
SHF
691
Stage Harbor Financial
Massachusetts
$268K – – –
WC
692
Whitney & Co
New York
$265K -$15.8K -150 -6%
FG
693
Foster Group
Iowa
$260K -$105K -995 -29%
TA
694
TruWealth Advisors
Louisiana
$260K -$43.4K -411 -14%
ODIJL
695
One Day In July LLC
Vermont
$259K +$259K +2,457 New
CAL
696
Capital Advisors Ltd
Ohio
$259K – – –
DAS
697
Diversify Advisory Services
Utah
$259K -$151K -1,432 -37%
OWCM
698
One Wealth Capital Management
Arizona
$258K -$258K -2,446 -50%
OC
699
Oppenheimer & Co
New York
$257K -$135K -1,274 -34%
MPW
700
Magnolia Private Wealth
Pennsylvania
$255K +$255K +2,418 New
26 27
28
29 30