SUB icon

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
SWA
401
Sax Wealth Advisors
New Jersey
$1.07M
CFG
402
Cosner Financial Group
Colorado
$1.07M
AWA
403
American Wealth Advisors
Georgia
$1.06M
CFD
404
Creative Financial Designs
Indiana
$1.06M
KWM
405
Keebeck Wealth Management
Illinois
$1.05M
ZIM
406
Zacks Investment Management
Illinois
$1.03M
CFO
407
CVA Family Office
Colorado
$1.01M
SPA
408
Shore Point Advisors
New Jersey
$992K
CA
409
CGN Advisors
Kansas
$990K
RIG
410
RiverFront Investment Group
Virginia
$990K
Envestnet Portfolio Solutions
411
Envestnet Portfolio Solutions
Illinois
$987K
EFG
412
Ethos Financial Group
Pennsylvania
$985K
Brown Advisory
413
Brown Advisory
Maryland
$981K
KeyBank National Association
414
KeyBank National Association
Ohio
$977K
PWA
415
Physician Wealth Advisors
Utah
$974K
OP
416
ORG Partners
Indiana
$974K
CFG
417
Cornerstone Financial Group
Nebraska
$972K
EF
418
Envision Financial
Wisconsin
$971K
CMBA
419
C.M. Bidwell & Associates
Hawaii
$967K
RI
420
Rinkey Investments
California
$967K
SCG
421
Sonata Capital Group
Washington
$965K
BFG
422
Berger Financial Group
Minnesota
$959K
MPWT
423
MassMutual Private Wealth & Trust
Connecticut
$942K
DJSG
424
D.J. St. Germain
Massachusetts
$941K
FFA
425
Fragasso Financial Advisors
Pennsylvania
$941K