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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 %
GWANC
826
Guardian Wealth Advisors (North Carolina)
North Carolina
$13K – – –
HIW
827
Holos Integrated Wealth
Pennsylvania
$12.6K – – –
RWS
828
Retirement Wealth Solutions
Wisconsin
$12.2K +$106 +1 +0.9%
TFA
829
Transamerica Financial Advisors
Florida
$12.2K – – –
GM
830
GeoWealth Management
Illinois
$11.7K – – –
NP
831
NorthRock Partners
Minnesota
$11.5K -$224K -2,102 -95%
TIM
832
Tortoise Investment Management
New York
$10.6K – – –
VNA
833
Valley National Advisers
Pennsylvania
$9K -$21.6K -204 -71%
EWM
834
EPG Wealth Management
Georgia
$6.49K – – –
CPG
835
Cornerstone Planning Group
New Jersey
$5.79K -$3.43K -32 -37%
VCM
836
Viewpoint Capital Management
Washington
$5.32K – – –
VWM
837
Vermillion Wealth Management
Minnesota
$5.1K +$5.1K +48 New
OLVIG
838
Oliver Lagore Vanvalin Investment Group
Michigan
$4.86K +$4.86K +46 New
RIL
839
Rothschild Investment LLC
Illinois
$4.57K +$4.57K +43 New
CAM
840
Clarity Asset Management
Iowa
$4.19K – – –
HCM
841
Hollencrest Capital Management
California
$3.83K +$3.83K +36 New
RCM
842
Raleigh Capital Management
North Carolina
$3.64K – – –
DSC
843
Duncker Streett & Co
Missouri
$3.3K +$3.3K +31 New
MCA
844
Midwest Capital Advisors
Michigan
$2.34K -$4.36K -41 -65%
LI
845
LRI Investments
Florida
$532 – – –
CVM
846
Cheviot Value Management
California
$320 – – –
TC
847
TownSquare Capital
Utah
– -$17.4M -164,800 Closed
BIP
848
Blueprint Investment Partners
North Carolina
– -$7.76M -73,469 Closed
EC
849
Elequin Capital
New York
– -$5.89M -55,810 Closed
Susquehanna International Group
850
Susquehanna International Group
Pennsylvania
– -$4.52M -42,846 Closed
32 33
34
35 36