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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 %
CCWA
101
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.32M 87,599 +19,967 +30%
LFG
102
Larson Financial Group
Missouri
$9.14M 85,945 -86,705 -50%
MW
103
MBL Wealth
North Carolina
$9.06M 85,213 -1,271 -1%
PGFC
104
Peapack-Gladstone Financial Corp
New Jersey
$8.9M 83,722 +22,387 +36%
BA
105
BIP Alliance
Georgia
$8.87M 83,457 -1,349 -2%
Jones Financial Companies
106
Jones Financial Companies
Missouri
$8.83M 83,020 +46,376 +127%
QC
107
Quent Capital
New York
$8.72M 81,975 -11,598 -12%
Citadel Advisors
108
Citadel Advisors
Florida
$8.67M 81,485 +81,485 New
Jane Street
109
Jane Street
New York
$8.55M 80,402 -8,241 -9%
PP
110
PDS Planning
Ohio
$8.51M 80,020 +13,567 +20%
SAG
111
SageView Advisory Group
California
$8.46M 79,361 +932 +1%
MWP
112
Meridian Wealth Partners
Pennsylvania
$8.42M 79,141 +3,059 +4%
BCM
113
Brookstone Capital Management
Illinois
$8.29M 77,970 +4,859 +7%
NFG
114
Northeast Financial Group
Pennsylvania
$8.02M 75,419 +11,996 +19%
JWA
115
JFS Wealth Advisors
Pennsylvania
$8.01M 75,300 +22,320 +42%
GT
116
Greenleaf Trust
Michigan
$7.97M 74,966 -30,053 -29%
CCM
117
Condor Capital Management
New Jersey
$7.84M 73,739 +806 +1%
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$7.78M 73,148 +18,929 +35%
CCA
119
Clearwater Capital Advisors
Illinois
$7.77M 73,104 +1,928 +3%
TRCT
120
Tower Research Capital (TRC)
New York
$7.73M 72,649 +72,641 +908,013%
ST
121
Smithfield Trust
Pennsylvania
$7.64M 71,836 +2,138 +3%
ZF
122
Zhang Financial
Michigan
$7.54M 70,902 -317 -0.4%
Deutsche Bank
123
Deutsche Bank
Germany
$7.54M 70,870 +39,904 +129%
NAS
124
Nicolet Advisory Services
Wisconsin
$7.27M 68,156 -45 -0.1%
Baird Financial Group
125
Baird Financial Group
Wisconsin
$7.25M 68,148 +6,379 +10%
3 4
5
6 7