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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 %
FCM
701
Firestone Capital Management
Florida
$255K +$950 +9 +0.4%
NA
702
Nautilus Advisors
California
$250K – – –
FWMP
703
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$250K – – –
XF
704
XML Financial
Maryland
$249K +$12.1K +115 +5%
NS
705
NBC Securities
Alabama
$248K +$248K +2,355 +117,750%
JIP
706
Jaffetilchin Investment Partners
Florida
$245K +$245K +2,317 New
WCFP
707
White & Co Financial Planning
Washington
$244K – – –
BWM
708
BCS Wealth Management
Tennessee
$242K – – –
FAM
709
Flaharty Asset Management
Florida
$242K +$242K +2,287 New
PG
710
Proffitt & Goodson
Tennessee
$240K +$6.23K +59 +3%
TC
711
Trust Company
Kansas
$239K -$3.7K -35 -2%
CA
712
Calton & Associates
Florida
$238K +$238K +2,251 New
AWA
713
Arete Wealth Advisors
Illinois
$237K -$2.75K -26 -1%
JWCA
714
J.W. Cole Advisors
Florida
$237K +$237K +2,242 New
XT
715
XTX Topco
Cayman Islands
$233K -$36K -341 -13%
NP
716
NorthRock Partners
Minnesota
$233K +$233K +2,210 New
FFG
717
Fiduciary Financial Group
California
$231K +$231K +2,202 New
FFA
718
Florida Financial Advisors
Florida
$229K +$2.01K +19 +0.9%
WT
719
Washington Trust
Rhode Island
$228K – – –
PW
720
Pandora Wealth
Illinois
$227K +$227K +2,150 New
APC
721
Aspire Private Capital
North Carolina
$227K +$227K +2,150 New
AL
722
Aspiriant LLC
California
$227K – – –
ALA
723
Atlas Legacy Advisors
California
$227K -$84.9K -804 -27%
PFBT
724
Parkside Financial Bank & Trust
Missouri
$226K +$54.5K +516 +32%
WG
725
Wealth Group
North Carolina
$225K -$40.5K -384 -15%
27 28
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