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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

839 hedge funds and large institutions have $8.64B 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, 273 reducing their positions, and 60 closing their positions.

Holders
839
Holders Change
+10
Holders Change %
+1.21%
% 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
273
Closed
60
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$677M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$553M
3
GC
3
Grimes & Company
Massachusetts
$58.2M
4
WL
4
WIT LLC
District of Columbia
$44.5M
5
CAG
5
Crestwood Advisors Group
Massachusetts
$42.3M

Top Sellers

1
EI
1
Ellevest Inc
New York
$16.8M
2
TC
2
TownSquare Capital
Utah
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$66.8M
4
UBS Group
4
UBS Group
Switzerland
$120M
5
LFG
5
Larson Financial Group
Missouri
$9.14M
Name Market Value Shares Shares
Change 		Shares
Change %
WWM
51
Waterway Wealth Management
Texas
$24.5M 230,019 +226,269 +6,034%
Osaic Holdings
52
Osaic Holdings
Arizona
$23.5M 222,067 -25,952 -10%
Betterment LLC
53
Betterment LLC
New York
$23M 216,032 +181,461 +525%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$22.7M 213,359 -36,524 -15%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$21.6M 203,146 -32,723 -14%
CIC
56
Carnegie Investment Counsel
Ohio
$21.4M 200,825 +20,434 +11%
Nisa Investment Advisors
57
Nisa Investment Advisors
Missouri
$21.3M 200,505 +23,155 +13%
LA
58
LVW Advisors
New York
$21.1M 198,105 +12,719 +7%
Comerica Bank
59
Comerica Bank
Texas
$20.7M 194,536 +35,542 +22%
B
60
Bailard
California
$19.8M 185,745 +141,754 +322%
Members Trust
61
Members Trust
Florida
$19.1M 179,410 -7,552 -4%
AFG
62
Arkansas Financial Group
Arkansas
$18.4M 172,817 +573 +0.3%
MG
63
Mather Group
Illinois
$18.3M 171,641 +158,721 +1,228%
AG
64
Ascent Group
Virginia
$18.1M 170,066 -26,143 -13%
AA
65
Alesco Advisors
New York
$17M 159,994 -397 -0.2%
PCIG
66
Partners Capital Investment Group
Massachusetts
$16.8M 157,870 -36,022 -19%
EI
67
Ellevest Inc
New York
$16.8M 157,618 -373,085 -70%
FCH
68
Freestone Capital Holdings
Washington
$16.6M 156,443 +321 +0.2%
BOPW
69
Brandywine Oak Private Wealth
Pennsylvania
$15.2M 143,333 -3,092 -2%
OCM
70
One Capital Management
California
$15.2M 142,680 +3,869 +3%
GI
71
GAMMA Investing
California
$15M 140,610 +36,730 +35%
MFG
72
Merit Financial Group
Georgia
$14.7M 137,877 +63,632 +86%
SFA
73
Sequoia Financial Advisors
Ohio
$14.4M 135,485 -5,331 -4%
EWA
74
EP Wealth Advisors
California
$14.3M 134,403 +61,724 +85%
PCIA
75
Prime Capital Investment Advisors
Kansas
$14.3M 134,037 +28,312 +27%
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