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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 %
AR
301
Apeiron RIA
Texas
$1.84M +$5.85K +55 +0.3%
AIS
302
Accredited Investor Services
Minnesota
$1.83M -$47.5K -447 -3%
SPWG
303
Syntegra Private Wealth Group
Missouri
$1.81M +$1.16M +10,870 +176%
NL
304
NDWM LLC
California
$1.8M +$1.24M +11,618 +220%
PL
305
Plancorp LLC
Missouri
$1.78M +$375K +3,527 +27%
LPT
306
Legacy Private Trust
Wisconsin
$1.78M +$462K +4,348 +35%
PWM
307
Pines Wealth Management
North Carolina
$1.78M +$116K +1,095 +7%
EP
308
Edgestream Partners
New Jersey
$1.77M +$415K +3,900 +31%
BSB
309
Bangor Savings Bank
Maine
$1.76M +$4.57K +43 +0.3%
GGS
310
Galvin Gaustad & Stein
Arizona
$1.76M +$130K +1,224 +8%
KPWG
311
KFA Private Wealth Group
Virginia
$1.74M +$490K +4,612 +39%
Financial Engines Advisors
312
Financial Engines Advisors
California
$1.74M +$119K +1,116 +7%
JSW
313
Journey Strategic Wealth
New Jersey
$1.73M -$38.1K -358 -2%
TPA
314
Trivium Point Advisory
Connecticut
$1.72M +$213K +2,000 +14%
DIP
315
DT Investment Partners
Pennsylvania
$1.72M -$2.27M -21,349 -57%
OGF
316
Orin Green Financial
California
$1.71M -$225K -2,114 -12%
WPC
317
Wedmont Private Capital
Pennsylvania
$1.71M -$6.28K -59 -0.4%
JWS
318
Juncture Wealth Strategies
Arizona
$1.71M +$497K +4,675 +41%
RCAG
319
Rehmann Capital Advisory Group
Michigan
$1.7M -$55.7K -524 -3%
HCC
320
Hirtle Callaghan & Co
Pennsylvania
$1.7M -$1.68M
SIA
321
Soltis Investment Advisors
Utah
$1.69M -$83.7K -787 -5%
IA
322
IAM Advisory
Pennsylvania
$1.67M -$2.98K -28 -0.2%
NVCHI
323
New Vernon Capital Holdings II
New Jersey
$1.67M +$1.67M +15,674 New
BFP
324
Brewster Financial Planning
New York
$1.66M +$160K +1,500 +11%
WWM
325
Wiser Wealth Management
Georgia
$1.65M -$15.1K -142 -0.9%