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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
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
226
Cardiff Park Advisors
California
$3M
NGA
227
Naples Global Advisors
Florida
$2.96M
SWM
228
Spire Wealth Management
Virginia
$2.94M
HCM
229
Highview Capital Management
Illinois
$2.94M
FWM
230
Fonville Wealth Management
Virginia
$2.89M
TF
231
Tompkins Financial
New York
$2.87M
EFN
232
Equita Financial Network
Pennsylvania
$2.86M
HSG
233
Helen Stephens Group
Texas
$2.83M
UB
234
UMB Bank
Missouri
$2.82M
SW
235
SteelPeak Wealth
California
$2.82M
SWA
236
Safir Wealth Advisors
New Hampshire
$2.76M
OFG
237
Omega Financial Group
California
$2.69M
Kovitz Investment Group Partners
238
Kovitz Investment Group Partners
Illinois
$2.67M
FT
239
Fiduciary Trust
Massachusetts
$2.62M
FFA
240
Farther Finance Advisors
California
$2.61M
CL
241
Choreo LLC
Illinois
$2.61M
SAI
242
Savvy Advisors Inc
New York
$2.59M
MCM
243
MAI Capital Management
Ohio
$2.56M
SSW
244
Stone Summit Wealth
Florida
$2.55M
CAM
245
Cresset Asset Management
Illinois
$2.55M
SWP
246
Stratos Wealth Partners
Ohio
$2.55M
GVAG
247
Great Valley Advisor Group
Delaware
$2.53M
OIA
248
OneDigital Investment Advisors
Kansas
$2.51M
RA
249
RFG Advisory
Alabama
$2.49M
YCG
250
Yeomans Consulting Group
Georgia
$2.48M