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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 %
SHF
701
Stage Harbor Financial
Massachusetts
$270K – – –
EW
702
Elyxium Wealth
California
$270K +$65.5K +616 +32%
LSA
703
Lansing Street Advisors
Pennsylvania
$270K +$270K +2,535 New
VFA
704
Valeo Financial Advisors
Indiana
$269K +$269K +2,532 New
GSIAS
705
Garden State Investment Advisory Services
New Jersey
$268K -$121K -1,131 -31%
WC
706
Whitney & Co
New York
$267K – – –
PG
707
Proffitt & Goodson
Tennessee
$262K +$19.8K +186 +8%
TA
708
TruWealth Advisors
Louisiana
$261K -$106 -1 -0%
CAL
709
Capital Advisors Ltd
Ohio
$261K – – –
WE
710
Wealth Effects
Massachusetts
$259K -$23.9K -225 -8%
OWCM
711
One Wealth Capital Management
Arizona
$259K -$1.6K -15 -0.6%
FCM
712
Firestone Capital Management
Florida
$258K +$1.49K +14 +0.6%
FLA
713
Financial Life Advisors
Texas
$258K -$20.9K -197 -8%
AC
714
AWM Capital
Arizona
$257K -$22.9K -215 -8%
LWM
715
Lodestone Wealth Management
Washington
$255K +$255K +2,398 New
NA
716
Nautilus Advisors
California
$252K – – –
FAM
717
Flaharty Asset Management
Florida
$252K +$8.61K +81 +4%
FWMP
718
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$252K – – –
CF
719
Cyr Financial
Illinois
$249K -$264K -2,478 -51%
JIP
720
Jaffetilchin Investment Partners
Florida
$246K – – –
EFG
721
Embree Financial Group
Illinois
$245K +$245K +2,303 New
BWM
722
BCS Wealth Management
Tennessee
$244K – – –
SC
723
Sapient Capital
Indiana
$241K +$241K +2,264 New
WCFP
724
White & Co Financial Planning
Washington
$240K -$5.53K -52 -2%
Northern Trust
725
Northern Trust
Illinois
$239K -$101K -949 -30%
27 28
29
30 31