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iShares Short-Term National Muni Bond ETF

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
11.27%
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
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
226
Cardiff Park Advisors
California
$3M -$104K -978 -3%
NGA
227
Naples Global Advisors
Florida
$2.96M +$188K +1,765 +7%
SWM
228
Spire Wealth Management
Virginia
$2.94M -$968K -9,101 -25%
HCM
229
Highview Capital Management
Illinois
$2.94M
FWM
230
Fonville Wealth Management
Virginia
$2.89M -$139K -1,308 -5%
TF
231
Tompkins Financial
New York
$2.87M
EFN
232
Equita Financial Network
Pennsylvania
$2.86M -$549K -5,159 -16%
HSG
233
Helen Stephens Group
Texas
$2.83M -$1.31M -12,321 -32%
UB
234
UMB Bank
Missouri
$2.82M -$184K -1,729 -6%
SW
235
SteelPeak Wealth
California
$2.82M -$146K -1,370 -5%
SWA
236
Safir Wealth Advisors
New Hampshire
$2.76M -$95.2K -895 -3%
OFG
237
Omega Financial Group
California
$2.69M -$219K -2,061 -8%
Kovitz Investment Group Partners
238
Kovitz Investment Group Partners
Illinois
$2.67M +$264K +2,487 +11%
FT
239
Fiduciary Trust
Massachusetts
$2.62M +$506K +4,758 +24%
FFA
240
Farther Finance Advisors
California
$2.61M +$517K +4,862 +25%
CL
241
Choreo LLC
Illinois
$2.61M +$1.33M +12,465 +104%
SAI
242
Savvy Advisors Inc
New York
$2.59M +$554K +5,207 +27%
MCM
243
MAI Capital Management
Ohio
$2.56M -$38.5K -362 -1%
SSW
244
Stone Summit Wealth
Florida
$2.55M +$48K +451 +2%
CAM
245
Cresset Asset Management
Illinois
$2.55M -$193K -1,818 -7%
SWP
246
Stratos Wealth Partners
Ohio
$2.55M -$2.08M -19,585 -45%
GVAG
247
Great Valley Advisor Group
Delaware
$2.53M +$740K +6,959 +41%
OIA
248
OneDigital Investment Advisors
Kansas
$2.51M -$299K -2,812 -11%
RA
249
RFG Advisory
Alabama
$2.49M -$41.5K -390 -2%
YCG
250
Yeomans Consulting Group
Georgia
$2.48M +$94.9K +894 +4%