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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.

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
1
TIAA Trust, National Association
North Carolina
$331M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$69.2M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$694M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$106M
5
AG
5
Ascent Group
Virginia
$20.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$557M
2
Bank of America
2
Bank of America
North Carolina
$742M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$457M
4
Morgan Stanley
4
Morgan Stanley
New York
$349M
5
EP
5
Essential Planning
New Hampshire
$279K
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
51
Cahaba Wealth Management
Georgia
$23M 217,655 +5,375 +3%
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$22.2M 211,503 +2,752 +1%
MWM
53
Modera Wealth Management
New Jersey
$21.6M 204,951 +3,131 +2%
AG
54
Ascent Group
Virginia
$20.7M 196,209 +186,469 +1,914%
PCIG
55
Partners Capital Investment Group
Massachusetts
$20.5M 193,892 +169,520 +696%
Members Trust
56
Members Trust
Florida
$19.7M 186,962 -5,656 -3%
LA
57
LVW Advisors
New York
$19.6M 185,386 +117,447 +173%
CIC
58
Carnegie Investment Counsel
Ohio
$19M 180,391 +180,391 New
Nisa Investment Advisors
59
Nisa Investment Advisors
Missouri
$18.7M 177,350 +22,725 +15%
LFG
60
Larson Financial Group
Missouri
$18.2M 172,650 +21,719 +14%
AFG
61
Arkansas Financial Group
Arkansas
$18.1M 172,244 +5,428 +3%
SC
62
Slow Capital
California
$18.1M 171,133 -5,363 -3%
TC
63
TownSquare Capital
Utah
$17.4M 164,800 +41,032 +33%
AA
64
Alesco Advisors
New York
$16.9M 160,391 +3,065 +2%
Comerica Bank
65
Comerica Bank
Texas
$16.8M 158,994 -1,917 -1%
BWM
66
Brown Wealth Management
Illinois
$16.8M 158,916 +43,035 +37%
FCH
67
Freestone Capital Holdings
Washington
$16.5M 156,122 +6,256 +4%
BOPW
68
Brandywine Oak Private Wealth
Pennsylvania
$15.5M 146,425 +2,493 +2%
SFA
69
Sequoia Financial Advisors
Ohio
$14.9M 140,816 +34,568 +33%
OCM
70
One Capital Management
California
$14.7M 138,811 +6,282 +5%
AWC
71
Abundance Wealth Counselors
Pennsylvania
$13.1M 123,921 +2,420 +2%
MML Investors Services
72
MML Investors Services
Massachusetts
$13M 123,429 -62,382 -34%
SSWM
73
Sheets Smith Wealth Management
North Carolina
$12.7M 120,320 -4,767 -4%
KPWS
74
Kestra Private Wealth Services
Texas
$12.6M 119,533 -421 -0.4%
DWM
75
Dakota Wealth Management
Florida
$12.6M 119,462 +14,096 +13%
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