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iShares Short-Term National Muni Bond ETF

813 hedge funds and large institutions have $8.1B invested in iShares Short-Term National Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 364 increasing their positions, 257 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
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
PF
251
Penney Financial
Texas
$2.52M
Kovitz Investment Group Partners
252
Kovitz Investment Group Partners
Illinois
$2.51M
FA
253
FC Advisory
Pennsylvania
$2.49M
UA
254
Unison Advisors
District of Columbia
$2.48M
HSG
255
Helen Stephens Group
Texas
$2.46M
PA
256
Pineridge Advisors
Missouri
$2.46M
RFP
257
Root Financial Partners
California
$2.45M
FFA
258
Farther Finance Advisors
California
$2.43M
SWA
259
Safir Wealth Advisors
New Hampshire
$2.41M
Pathstone Holdings
260
Pathstone Holdings
New Jersey
$2.41M
RL
261
Rogco LP
Oklahoma
$2.38M
KL
262
KWMG LLC
Kansas
$2.37M
DWM
263
Dynasty Wealth Management
Florida
$2.36M
FTS
264
Fifth Third Securities
Ohio
$2.31M
AFG
265
Altiora Financial Group
Ohio
$2.31M
MA
266
Mutual Advisors
Nebraska
$2.31M
SW
267
SteelPeak Wealth
California
$2.31M
MA
268
McBroom & Associates
Nevada
$2.3M
WCFA
269
Walkner Condon Financial Advisors
Wisconsin
$2.29M
AIA
270
Ally Invest Advisors
North Carolina
$2.29M
SWP
271
Sagespring Wealth Partners
Tennessee
$2.29M
LPT
272
Legacy Private Trust
Wisconsin
$2.28M
PB
273
Pinnacle Bancorp
Nebraska
$2.28M
BFP
274
Brewster Financial Planning
New York
$2.27M
ML
275
Mayport LLC
Massachusetts
$2.26M