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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.

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
1
TIAA Trust, National Association
North Carolina
$331M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$69.2M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$694M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$106M
5
AG
5
Ascent Group
Virginia
$20.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$557M
2
Bank of America
2
Bank of America
North Carolina
$742M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$457M
4
Morgan Stanley
4
Morgan Stanley
New York
$349M
5
EP
5
Essential Planning
New Hampshire
$279K
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
101
Merit Financial Group
Georgia
$7.84M 74,245 +68,187 +1,126%
BIP
102
Blueprint Investment Partners
North Carolina
$7.76M 73,469 +70,771 +2,623%
BCM
103
Brookstone Capital Management
Illinois
$7.72M 73,111 +10,839 +17%
CCM
104
Condor Capital Management
New Jersey
$7.7M 72,933 +3,375 +5%
EWA
105
EP Wealth Advisors
California
$7.67M 72,679 +9,076 +14%
ZF
106
Zhang Financial
Michigan
$7.52M 71,219 +5,301 +8%
CCA
107
Clearwater Capital Advisors
Illinois
$7.52M 71,176 +3,367 +5%
ST
108
Smithfield Trust
Pennsylvania
$7.36M 69,698 +5,981 +9%
VAMG
109
Voisard Asset Management Group
Michigan
$7.35M 69,649 +45,051 +183%
OCG
110
Opus Capital Group
Ohio
$7.32M 69,309 -2,840 -4%
WIA
111
World Investment Advisors
California
$7.23M 68,486 -1,931 -3%
NAS
112
Nicolet Advisory Services
Wisconsin
$7.17M 68,201 +2,958 +5%
TPCW
113
TD Private Client Wealth
New York
$7.16M 67,807 +17,636 +35%
CCWA
114
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.14M 67,632 +67,632 New
ACM
115
AUA Capital Management
Pennsylvania
$7.13M 67,550 – –
VAS
116
Vestmark Advisory Solutions
Massachusetts
$7.04M 66,642 +66,642 New
PP
117
PDS Planning
Ohio
$7.02M 66,453 -854 -1%
IAN
118
Integrated Advisors Network
Texas
$6.83M 64,674 -18,326 -22%
WANY
119
Wealthspire Advisors (New York)
New York
$6.83M 64,640 +29,791 +85%
WAP
120
Wealthcare Advisory Partners
Pennsylvania
$6.79M 64,261 -8,843 -12%
MBFW
121
Morton Brown Family Wealth
Pennsylvania
$6.78M 64,178 +4,660 +8%
NFG
122
Northeast Financial Group
Pennsylvania
$6.7M 63,423 -9,911 -14%
BC
123
Brio Consultants
California
$6.64M 62,842 +3,472 +6%
Baird Financial Group
124
Baird Financial Group
Wisconsin
$6.52M 61,769 +4,211 +7%
APP
125
Avantax Planning Partners
Iowa
$6.51M 61,693 -576 -0.9%
3 4
5
6 7