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iShares Short-Term National Muni Bond ETF

833 hedge funds and large institutions have $7.81B invested in iShares Short-Term National Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 319 increasing their positions, 306 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

4% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 306

1% more capital invested

Capital invested by funds: $7.74B → $7.81B (+$79M)

0% more funds holding

Funds holding: 830833 (+3)

0.46% less ownership

Funds ownership: 89.53%89.08% (-0.46%)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

Holders
833
Holders Change
+3
Holders Change %
+0.36%
% of All Funds
11.17%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.31%
New
75
Increased
319
Reduced
306
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$742M -$80M -756,903 -10%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$694M +$33.9M +320,360 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$557M -$103M -974,678 -16%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$457M -$32.8M -310,386 -7%
Morgan Stanley
5
Morgan Stanley
New York
$349M -$21.1M -199,648 -6%
TIAA Trust, National Association
6
TIAA Trust, National Association
North Carolina
$331M +$147M +1,392,541 +80%
SEI Investments
7
SEI Investments
Pennsylvania
$281M -$1.87M -17,643 -0.7%
Creative Planning
8
Creative Planning
Kansas
$271M +$1.11M +10,464 +0.4%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$139M +$3.6M +34,065 +3%
UBS Group
10
UBS Group
Switzerland
$134M -$14.4M -135,857 -10%
Franklin Resources
11
Franklin Resources
California
$133M -$1.71M -16,145 -1%
Citigroup
12
Citigroup
New York
$111M -$4.6M -43,508 -4%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$106M +$20.4M +193,124 +24%
Ameriprise
14
Ameriprise
Minnesota
$103M +$6.45M +61,048 +7%
LPL Financial
15
LPL Financial
California
$89.7M -$7.6M -71,919 -8%
Mariner
16
Mariner
Kansas
$87.6M +$2.87M +27,168 +3%
JP Morgan Chase
17
JP Morgan Chase
New York
$81.7M +$10.9M +102,919 +15%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$70.2M -$4.71M -44,555 -6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$69.2M +$41.2M +389,473 +146%
SL
20
Salomon & Ludwin
Virginia
$61.5M +$2.41M +22,832 +4%
AF
21
Allworth Financial
California
$61M -$1.43M -13,557 -2%
MMA
22
Miracle Mile Advisors
California
$59M +$1.42M +13,435 +2%
US Bancorp
23
US Bancorp
Minnesota
$57.3M -$901K -8,521 -2%
EI
24
Ellevest Inc
New York
$56M -$6.44M -60,926 -10%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$54.1M +$18.4M +174,097 +51%