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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
11.28%
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
$677M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$553M
3
GC
Grimes & Company
Massachusetts
$58.2M
4
WL
WIT LLC
District of Columbia
$44.5M
5
CAG
Crestwood Advisors Group
Massachusetts
$42.3M

Top Sellers

1
EI
Ellevest Inc
New York
$16.8M
2
TC
TownSquare Capital
Utah
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$66.8M
4
UBS Group
UBS Group
Switzerland
$120M
5
LFG
Larson Financial Group
Missouri
$9.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
176
Mayflower Financial Advisors
Massachusetts
$4.36M -$349K -3,286 -7%
FCIM
177
Fairview Capital Investment Management
California
$4.35M -$106K -1,000 -2%
KPWS
178
Kestra Private Wealth Services
Texas
$4.3M -$8.41M -79,111 -66%
RFC
179
Regions Financial Corp
Alabama
$4.28M +$331K +3,111 +8%
VA
180
Valmark Advisers
Ohio
$4.21M +$84.2K +792 +2%
JIC
181
Joel Isaacson & Co
New York
$4.19M +$361K +3,395 +9%
BFG
182
Baron Financial Group
New Jersey
$4.17M -$70.7K -665 -2%
BW
183
BIP Wealth
Georgia
$4.15M +$1.38M +12,950 +50%
IWC
184
Integrated Wealth Concepts
Massachusetts
$4.07M +$99.4K +935 +3%
MWAM
185
Manhattan West Asset Management
California
$4.06M -$50.3K -473 -1%
IWMA
186
Ironwood Wealth Management (Arizona)
Arizona
$4.03M +$808K +7,599 +25%
MWC
187
MBM Wealth Consultants
Missouri
$4M +$131K +1,236 +3%
CFMC
188
Curbstone Financial Management Corp
New Hampshire
$4M +$144K +1,350 +4%
LFGO
189
Legacy Financial Group (Oklahoma)
Oklahoma
$4M -$520K -4,888 -12%
Natixis Advisors
190
Natixis Advisors
Massachusetts
$3.99M +$2.55M +24,011 +178%
SP
191
Symmetry Partners
Connecticut
$3.98M +$432K +4,059 +12%
BLC
192
Brown, Lisle/Cummings
Rhode Island
$3.96M – – –
PHWM
193
Pine Harbor Wealth Management
Maryland
$3.9M +$310K +2,916 +9%
KF
194
K2 Financial
California
$3.85M -$266K -2,502 -6%
MAM
195
Mullooly Asset Management
New Jersey
$3.85M -$136K -1,281 -3%
AWM
196
Apex Wealth Management
New Hampshire
$3.76M -$8.29K -78 -0.2%
ANTB
197
AMG National Trust Bank
Colorado
$3.73M +$8.08K +76 +0.2%
William Blair & Company
198
William Blair & Company
Illinois
$3.67M +$183K +1,721 +5%
CA
199
Clune & Associates
Illinois
$3.58M +$106K +996 +3%
NW
200
NewEdge Wealth
Pennsylvania
$3.56M -$206K -1,925 -5%
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8
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