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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
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 Holding Trade Value Shares
Change 		Shares
Change %
DAS
201
Dynamic Advisor Solutions
Arizona
$3.55M -$305K -2,864 -8%
JBA
202
Johnson Bixby & Associates
Washington
$3.52M +$26.1K +245 +0.7%
MPM
203
Meritage Portfolio Management
Kansas
$3.51M -$130K -1,219 -4%
AWE
204
Avidian Wealth Enterprises
Texas
$3.5M -$34.3K -323 -1%
STFP
205
Signal Tree Financial Partners
Ohio
$3.5M +$652K +6,128 +23%
OMC
206
Old Mission Capital
Illinois
$3.43M -$5.5M -51,756 -62%
PP
207
Prosperity Planning
Missouri
$3.41M -$3.33M – –
HCM
208
Horiko Capital Management
New York
$3.4M -$1.18M -11,075 -26%
CA
209
Clearstead Advisors
Ohio
$3.38M +$247K +2,322 +8%
JIR
210
James Investment Research
Ohio
$3.37M -$18.6K -175 -0.5%
TI
211
Tidal Investments
Wisconsin
$3.35M -$47.3K -446 -1%
UCFA
212
United Capital Financial Advisors
Texas
$3.32M -$638 -6 -0%
GAB
213
German American Bancorp
Indiana
$3.3M +$42.5K +400 +1%
PWM
214
Perigon Wealth Management
California
$3.3M +$641K +6,029 +24%
SPC
215
Sigma Planning Corp
Michigan
$3.3M -$70.2K -660 -2%
AIM
216
Alhambra Investment Management
Florida
$3.25M +$83.5K +785 +3%
NDBT
217
North Dallas Bank & Trust
Texas
$3.25M +$3.25M +30,561 New
GSWM
218
Greenup Street Wealth Management
Michigan
$3.24M +$325K +3,052 +11%
LWM
219
LJI Wealth Management
Indiana
$3.14M +$4.15K +39 +0.1%
CST
220
Charles Schwab Trust
Nevada
$3.12M -$1.51M -14,194 -33%
WA
221
Wealth Architects
California
$3.11M +$86.1K +810 +3%
EWA
222
Exencial Wealth Advisors
Oklahoma
$3.1M -$170K -1,600 -5%
AI
223
Atria Investments
North Carolina
$3.07M +$606K +5,695 +25%
CIA
224
Choate Investment Advisors
Massachusetts
$3.07M +$3.07M +28,825 New
CFP
225
Cascade Financial Partners
California
$3.06M +$140K +1,314 +5%
7 8
9
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