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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 %
CM
751
Columbus Macro
Pennsylvania
$201K -$1.06K -10 -0.5%
SS
752
Sunbelt Securities
Texas
$193K -$11.8K -112 -6%
CF
753
Collier Financial
Colorado
$192K -$7.6K -72 -4%
AWM
754
Accredited Wealth Management
Kentucky
$185K +$7.92K +75 +4%
CT
755
Clearstead Trust
Maine
$172K – – –
S
756
Sachetta
Massachusetts
$158K -$52.8K -500 -25%
PWAM
757
Private Wealth Asset Management
Iowa
$156K +$156K +1,475 New
GEA
758
Glen Eagle Advisors
New Jersey
$151K – – –
IBOK
759
Independence Bank of Kentucky
Kentucky
$150K +$46.5K +440 +45%
BCWM
760
Bartlett & Co Wealth Management
Ohio
$146K -$83.4K -790 -36%
BL
761
Balentine LLC
Georgia
$142K – – –
BBHC
762
Brown Brothers Harriman & Co
New York
$138K – – –
AEPWM
763
Atlantic Edge Private Wealth Management
Florida
$137K – – –
IF
764
Integrity Financial
Wyoming
$132K +$37.1K +351 +39%
GWSG
765
GPS Wealth Strategies Group
Colorado
$122K – – –
RF
766
Rossby Financial
Florida
$122K +$122K +1,155 New
DF
767
Dunhill Financial
United Kingdom
$107K – – –
TWM
768
Topsail Wealth Management
North Carolina
$101K +$101K +960 New
AF
769
Aviso Financial
Ontario, Canada
$101K – – –
AAG
770
Armstrong Advisory Group
Massachusetts
$101K – – –
KHC
771
Koesten Hirschmann & Crabtree
Kansas
$90K +$16.6K +157 +23%
VWM
772
Valley Wealth Managers
New Jersey
$86.5K – – –
FWA
773
FSC Wealth Advisors
New York
$84.4K +$317 +3 +0.4%
ADL
774
Asset Dedication LLC
California
$84K +$84K +795 New
BOJHT
775
Bank of Jackson Hole Trust
Wyoming
$79.9K +$50.4K +475 +171%
29 30
31
32 33