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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

839 hedge funds and large institutions have $8.64B 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, 273 reducing their positions, and 60 closing their positions.

Holders
839
Holders Change
+10
Holders Change %
+1.21%
% 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
273
Closed
60
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$677M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$553M
3
GC
3
Grimes & Company
Massachusetts
$58.2M
4
WL
4
WIT LLC
District of Columbia
$44.5M
5
CAG
5
Crestwood Advisors Group
Massachusetts
$42.3M

Top Sellers

1
EI
1
Ellevest Inc
New York
$16.8M
2
TC
2
TownSquare Capital
Utah
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$66.8M
4
UBS Group
4
UBS Group
Switzerland
$120M
5
LFG
5
Larson Financial Group
Missouri
$9.14M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$14.2M 133,662 +10,233 +8%
COLIM
77
City of London Investment Management
United Kingdom
$13.9M 130,304 +130,304 New
BWM
78
Brown Wealth Management
Illinois
$13.4M 125,984 -32,932 -21%
SC
79
Slow Capital
California
$13.4M 125,882 -45,251 -26%
AWC
80
Abundance Wealth Counselors
Pennsylvania
$13.1M 123,539 -382 -0.3%
DWM
81
Dakota Wealth Management
Florida
$12.4M 117,055 -2,407 -2%
SSWM
82
Sheets Smith Wealth Management
North Carolina
$12.3M 116,067 -4,253 -4%
FLPIM
83
F.L. Putnam Investment Management
Massachusetts
$12.2M 114,320 -2,325 -2%
TCM
84
TD Capital Management
Tennessee
$12.1M 113,906 +7,170 +7%
OHIS
85
Oak Harvest Investment Services
Texas
$11.6M 109,496 +8,404 +8%
GBT
86
Grove Bank & Trust
Florida
$11.4M 107,507 -2,011 -2%
MFIM
87
Mesirow Financial Investment Management
Illinois
$11.4M 107,503 +1,695 +2%
Corient Private Wealth
88
Corient Private Wealth
Florida
$10.9M 102,775 +7,418 +8%
CCB
89
Country Club Bank
Missouri
$10.9M 102,223 +8,602 +9%
PAG
90
Private Advisor Group
New Jersey
$10.5M 98,841 +12,836 +15%
HWA
91
Heartwood Wealth Advisors
Virginia
$10.4M 97,864 -1,013 -1%
WANY
92
Wealthspire Advisors (New York)
New York
$10.4M 97,860 +33,220 +51%
AW
93
Alaethes Wealth
Nevada
$10.3M 96,628 – –
PAS
94
Park Avenue Securities
New York
$10.1M 94,867 -21,042 -18%
IAN
95
Integrated Advisors Network
Texas
$10M 94,218 +29,544 +46%
PIFP
96
Partners in Financial Planning
Virginia
$9.72M 91,451 +7,178 +9%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$9.57M 90,007 +29,284 +48%
M&T Bank
98
M&T Bank
New York
$9.45M 88,830 +9,130 +11%
AWA
99
Aaron Wealth Advisors
Illinois
$9.42M 88,566 -10,065 -10%
TPCW
100
TD Private Client Wealth
New York
$9.36M 88,007 +20,200 +30%
2 3
4
5 6