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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
+$326M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$92.6M
3
GC
Grimes & Company
Massachusetts
+$57.7M
4
WL
WIT LLC
District of Columbia
+$44.5M
5
CAG
Crestwood Advisors Group
Massachusetts
+$37.2M

Top Sellers

1
EI
Ellevest Inc
New York
-$39.7M
2
TC
TownSquare Capital
Utah
-$17.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$15.5M
4
UBS Group
UBS Group
Switzerland
-$14.7M
5
LFG
Larson Financial Group
Missouri
-$9.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$769M +$20.9M +196,791 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$734M +$34.8M +327,197 +5%
Morgan Stanley
3
Morgan Stanley
New York
$677M +$326M +3,066,431 +93%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$585M +$24.6M +231,223 +4%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$553M +$92.6M +870,595 +20%
TIAA Trust, National Association
6
TIAA Trust, National Association
North Carolina
$363M +$29.9M +281,169 +9%
SEI Investments
7
SEI Investments
Pennsylvania
$286M +$3.67M +34,474 +1%
Creative Planning
8
Creative Planning
Kansas
$280M +$7.52M +70,762 +3%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$151M +$10.5M +98,544 +7%
Citigroup
10
Citigroup
New York
$136M +$24M +225,615 +21%
Franklin Resources
11
Franklin Resources
California
$132M -$1.24M -11,681 -0.9%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$123M +$16.1M +151,792 +15%
UBS Group
13
UBS Group
Switzerland
$120M -$14.7M -138,656 -11%
Ameriprise
14
Ameriprise
Minnesota
$105M +$1.62M +15,207 +2%
LPL Financial
15
LPL Financial
California
$103M +$12.8M +120,615 +14%
Mariner
16
Mariner
Kansas
$87M -$1.2M -11,279 -1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$71.1M +$1.45M +13,672 +2%
Raymond James Financial
18
Raymond James Financial
Florida
$71.1M +$21.7M +203,987 +44%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$66.8M -$15.5M -145,653 -19%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$65.2M -$5.45M -51,275 -8%
SL
21
Salomon & Ludwin
Virginia
$63.7M +$1.78M +16,773 +3%
AF
22
Allworth Financial
California
$62.2M +$622K +5,851 +1%
MMA
23
Miracle Mile Advisors
California
$60.6M +$1.12M +10,512 +2%
GC
24
Grimes & Company
Massachusetts
$58.2M +$57.7M +542,622 +10,879%
US Bancorp
25
US Bancorp
Minnesota
$57.9M +$158K +1,482 +0.3%
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