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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 %
AWP
876
Axis Wealth Partners
Rhode Island
– -$296K -2,800 Closed
MAM
877
McLean Asset Management
Virginia
– -$290K -2,766 Closed
WCF
878
West Coast Financial
California
– -$291K -2,760 Closed
SA
879
Sovran Advisors
California
– -$285K -2,713 Closed
SPFA
880
Summit Place Financial Advisors
New Jersey
– -$281K -2,660 Closed
AIM
881
Advyzon Investment Management
Illinois
– -$270K -2,554 Closed
ODIJL
882
One Day In July LLC
Vermont
– -$259K -2,457 Closed
MPW
883
Magnolia Private Wealth
Pennsylvania
– -$255K -2,418 Closed
CA
884
Calton & Associates
Florida
– -$238K -2,251 Closed
WT
885
Washington Trust
Rhode Island
– -$228K -2,163 Closed
WG
886
Wealth Group
North Carolina
– -$225K -2,135 Closed
AC
887
ASB Consultores
Florida
– -$220K -2,082 Closed
T
888
Tableaux
Massachusetts
– -$220K -2,080 Closed
DWM
889
Dopkins Wealth Management
New York
– -$212K -2,011 Closed
CWP
890
Cyndeo Wealth Partners
Florida
– -$204K -1,933 Closed
NWM
891
Northwest Wealth Management
Iowa
– -$202K -1,917 Closed
FC
892
FCA Corp
Texas
– -$202K -1,910 Closed
DF
893
Dunhill Financial
United Kingdom
– -$107K -1,014 Closed
TWM
894
Topsail Wealth Management
North Carolina
– -$101K -960 Closed
AF
895
Aviso Financial
Ontario, Canada
– -$101K -955 Closed
FWA
896
FSC Wealth Advisors
New York
– -$84.4K -799 Closed
CWM
897
Compass Wealth Management
Connecticut
– -$64K -606 Closed
WAOTB
898
Wealth Advisors of Tampa Bay
Florida
– -$60.3K -571 Closed
HFS
899
Hughes Financial Services
Virginia
– -$47.2K -447 Closed
CFFP
900
Center for Financial Planning
Michigan
– -$34.6K -328 Closed
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