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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 %
CAM
826
Clarity Asset Management
Iowa
$4.13K 39 – –
RCM
827
Raleigh Capital Management
North Carolina
$3.59K 34 +34 New
EB
828
Eastern Bank
Massachusetts
$3.27K 31 +31 New
BTI
829
Blue Trust Inc
Georgia
$3.06K 29 -1 -3%
TRCT
830
Tower Research Capital (TRC)
New York
$845 8 +7 +700%
LI
831
LRI Investments
Florida
$528 5 +5 New
FM
832
Family Management
New York
$422 4 +4 New
CVM
833
Cheviot Value Management
California
$316 3 +3 New
SC
834
Stephens Consulting
Michigan
$106 1 +1 New
BNP Paribas Financial Markets
835
BNP Paribas Financial Markets
France
– – -31,852 Closed
FFM
836
Forum Financial Management
Illinois
– – -18,025 Closed
IAA
837
Independent Advisor Alliance
North Carolina
– – -15,500 Closed
Citadel Advisors
838
Citadel Advisors
Florida
– – -14,155 Closed
AAM
839
Austin Asset Management
Texas
– – -9,983 Closed
CFGS
840
Concourse Financial Group Securities
Alabama
– – -9,800 Closed
LWA
841
LifeGoal Wealth Advisors
New York
– – -8,795 Closed
BOC
842
Blue Oak Capital
California
– – -7,939 Closed
FHC
843
First Heartland Consultants
Missouri
– – -7,324 Closed
GS
844
GWN Securities
Florida
– – -7,292 Closed
JSA
845
Jacobson & Schmitt Advisors
Wisconsin
– – -6,560 Closed
OWA
846
Opal Wealth Advisors
New York
– – -5,767 Closed
I
847
INVST
Indiana
– – -5,325 Closed
IWA
848
Icon Wealth Advisors
Texas
– – -5,078 Closed
WB
849
WesBanco Bank
West Virginia
– – -4,132 Closed
RRCM
850
Rappaport Reiches Capital Management
Illinois
– – -3,884 Closed
32 33
34
35 36