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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 %
TFG
726
Team Financial Group
California
$224K +$211 +2 +0.1%
AC
727
ASB Consultores
Florida
$220K -$38.9K -368 -15%
GAM
728
Gemmer Asset Management
California
$220K -$22.3K -211 -9%
T
729
Tableaux
Massachusetts
$220K +$220K +2,080 New
GWMIA
730
Global Wealth Management Investment Advisory
Florida
$218K – – –
ES
731
Eagle Strategies
New York
$218K -$14.9K -141 -6%
First Trust Advisors
732
First Trust Advisors
Illinois
$217K -$22.2K -210 -9%
WDG
733
Wealth Dimensions Group
Ohio
$215K – – –
HS
734
Horan Securities
United States
$214K -$13.2K -125 -6%
DWM
735
Dopkins Wealth Management
New York
$212K -$49.9K -473 -19%
PWPS
736
Pinnacle Wealth Planning Services
Ohio
$211K – – –
SMA
737
Sage Mountain Advisors
Georgia
$211K – – –
GFG
738
Goldstone Financial Group
Illinois
$211K – – –
NWM
739
Napa Wealth Management
California
$208K – – –
KP
740
Keel Point
Alabama
$208K +$2.32K +22 +1%
UAG
741
United Advisor Group
Ohio
$208K +$4.65K +44 +2%
HPA
742
High Probability Advisors
New York
$206K – – –
UFA
743
Uptown Financial Advisors
Texas
$204K – – –
FHB
744
First Hawaiian Bank
Hawaii
$204K – – –
CWP
745
Cyndeo Wealth Partners
Florida
$204K -$12.4K -117 -6%
PPH
746
Pure Portfolios Holdings
Oregon
$203K +$739 +7 +0.4%
EW
747
Elyxium Wealth
California
$203K -$9.08K -86 -4%
NWM
748
Northwest Wealth Management
Iowa
$202K – – –
SIC
749
Sterling Investment Counsel
New York
$202K – – –
FC
750
FCA Corp
Texas
$202K -$3.17K -30 -2%
28 29
30
31 32