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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

838 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, 349 increasing their positions, 273 reducing their positions, and 61 closing their positions.

Holders
838
Holders Change
+9
Holders Change %
+1.09%
% of All Funds
11.25%
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
349
Reduced
273
Closed
61
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 %
AssetMark Inc
151
AssetMark Inc
California
$5.35M 50,339 +38,199 +315%
SFM
152
Signet Financial Management
New Jersey
$5.35M 50,317 +1,091 +2%
RWM
153
Rockwood Wealth Management
Pennsylvania
$5.26M 49,469 +11,692 +31%
WAP
154
Wealthcare Advisory Partners
Pennsylvania
$5.22M 49,097 -15,164 -24%
KAS
155
Kestra Advisory Services
Texas
$5.22M 49,086 +4,994 +11%
FPAS
156
Focus Partners Advisor Solutions
Missouri
$5.18M 48,712 -1,703 -3%
AHC
157
Anderson Hoagland & Co
Missouri
$5.07M 47,691 -2,555 -5%
PG
158
Patten Group
Tennessee
$5.04M 47,358 -3,515 -7%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$4.98M 46,870 -7,657 -14%
MFS
160
McNamara Financial Services
Massachusetts
$4.94M 46,442 -378 -0.8%
PWMG
161
Private Wealth Management Group
New Jersey
$4.91M 46,194 -1,278 -3%
FGWP
162
Founders Grove Wealth Partners
Virginia
$4.89M 46,004 -10,207 -18%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$4.81M 45,267 +6,259 +16%
PFS
164
Prospera Financial Services
Texas
$4.8M 45,166 +130 +0.3%
FAT
165
First American Trust
California
$4.79M 45,056 -2,928 -6%
PPW
166
Presilium Private Wealth
Pennsylvania
$4.78M 44,943 +4,497 +11%
Fisher Asset Management
167
Fisher Asset Management
Washington
$4.75M 44,711 +44,711 New
Truist Financial
168
Truist Financial
North Carolina
$4.69M 44,144 +3,576 +9%
Luther King Capital Management (LKCM)
169
Luther King Capital Management (LKCM)
Texas
– – – –
LA
170
Lindenwold Advisors
Pennsylvania
$4.64M 43,667 -821 -2%
CCM
171
Coldstream Capital Management
Washington
$4.59M 43,158 -16,640 -28%
ERIC
172
Eagle Rock Investment Company
Georgia
$4.58M 43,025 -5,490 -11%
DW
173
Durante & Waters
New York
$4.55M 42,817 -80 -0.2%
PFM
174
Phillips Financial Management
Indiana
$4.42M 41,526 -4,899 -11%
MFA
175
Mayflower Financial Advisors
Massachusetts
$4.36M 40,996 -3,286 -7%
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