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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 %
TVM
851
True Vision MN
Minnesota
– -$378K -3,582 Closed
WWG
852
West Wealth Group
California
– -$374K -3,542 Closed
WAG
853
Winthrop Advisory Group
Massachusetts
– -$314K -2,980 Closed
HG
854
Harbor Group
New Hampshire
– -$304K -2,885 Closed
QPWM
855
Quadrant Private Wealth Management
Pennsylvania
– -$292K -2,773 Closed
BFG
856
Bleakley Financial Group
New Jersey
– -$287K -2,721 Closed
TF
857
Theory Financial
Colorado
– -$280K -2,653 Closed
IB
858
Intrust Bank
Kansas
– -$271K -2,570 Closed
AI
859
Auour Investments
Massachusetts
– -$268K -2,529 Closed
SXL
860
Summit X LLC
Missouri
– -$263K -2,497 Closed
PCA
861
Pallas Capital Advisors
Massachusetts
– -$259K -2,454 Closed
HSBC Holdings
862
HSBC Holdings
United Kingdom
– -$259K -2,452 Closed
TWM
863
TSA Wealth Management
Texas
– -$252K -2,392 Closed
LIA
864
LifePlan Investment Advisors
North Carolina
– -$250K -2,374 Closed
CAM
865
Creekmur Asset Management
Illinois
– -$234K -2,215 Closed
First Manhattan
866
First Manhattan
New York
– -$220K -2,084 Closed
SFG
867
SevenBridge Financial Group
Pennsylvania
– -$217K -2,045 Closed
FRA
868
Frank Rimerman Advisors
California
– -$213K -2,023 Closed
AWA
869
Arkadios Wealth Advisors
Georgia
– -$210K -1,992 Closed
FA
870
FSA Advisors
Michigan
– -$207K -1,967 Closed
EWS
871
Evergreen Wealth Solutions
Pennsylvania
– -$206K -1,951 Closed
MFG
872
Magnus Financial Group
New York
– -$205K -1,941 Closed
RBC
873
Rye Brook Capital
Connecticut
– -$148K -1,400 Closed
TFM
874
TFC Financial Management
Massachusetts
– -$84.4K -800 Closed
TCG
875
Transcendent Capital Group
Oklahoma
– -$65.5K -621 Closed
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