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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 %
AWA
726
Arete Wealth Advisors
Illinois
$238K – – –
WAG
727
Winthrop Advisory Group
Massachusetts
$237K +$237K +2,230 New
HWMG
728
Hurlow Wealth Management Group
Indiana
$235K +$235K +2,210 New
WAS
729
Wealth Advisory Solutions
Indiana
$234K +$234K +2,202 New
FFG
730
Fiduciary Financial Group
California
$234K – – –
PW
731
Pandora Wealth
Illinois
$229K – – –
APC
732
Aspire Private Capital
North Carolina
$229K – – –
AL
733
Aspiriant LLC
California
$228K – – –
EL
734
EWA LLC
Pennsylvania
$226K +$226K +2,121 New
GWMIA
735
Global Wealth Management Investment Advisory
Florida
$225K +$4.79K +45 +2%
GAM
736
Gemmer Asset Management
California
$222K +$1.28K +12 +0.6%
AWM
737
Accredited Wealth Management
Kentucky
$221K +$34.6K +325 +19%
MDCM
738
Morgan Dempsey Capital Management
Wisconsin
$221K +$221K +2,080 New
MSFS
739
Main Street Financial Solutions
Pennsylvania
$220K +$220K +2,073 New
First Trust Advisors
740
First Trust Advisors
Illinois
$217K -$2.13K -20 -1%
WDG
741
Wealth Dimensions Group
Ohio
$216K – – –
HS
742
Horan Securities
United States
$216K +$1.17K +11 +0.5%
AWP
743
Astra Wealth Partners
New Jersey
$214K -$97.1K -913 -31%
PTP
744
Platform Technology Partners
New York
$214K +$214K +2,011 New
JFGIW
745
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$214K -$74.4K -700 -26%
PWPS
746
Pinnacle Wealth Planning Services
Ohio
$213K – – –
SMA
747
Sage Mountain Advisors
Georgia
$213K – – –
GFG
748
Goldstone Financial Group
Illinois
$212K – – –
DC
749
DeDora Capital
California
$212K +$212K +1,989 New
NAM
750
NTV Asset Management
West Virginia
$211K +$211K +1,988 New
28 29
30
31 32