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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 %
DE
401
Diversified Enterprises
Delaware
$1.1M +$12.9K +121 +1%
TNBTD
402
Trustmark National Bank Trust Department
Mississippi
$1.09M
SCM
403
Sunbeam Capital Management
Georgia
$1.09M +$106 +1 +0%
SA
404
Stewardship Advisors
Pennsylvania
$1.08M +$406K +3,818 +60%
TCM
405
TruNorth Capital Management
Michigan
$1.07M
CFG
406
Cosner Financial Group
Colorado
$1.06M
NWA
407
New World Advisors
Massachusetts
$1.05M +$5.1K +48 +0.5%
CG
408
Clarus Group
Texas
$1.05M -$1.06K -10 -0.1%
BMWS
409
Brady Martz Wealth Solutions
North Dakota
$1.03M +$4.57K +43 +0.4%
UAG
410
United Advisor Group
Ohio
$1.02M +$806K +7,577 +385%
CA
411
CGN Advisors
Kansas
$1M +$106 +1 +0%
CFO
412
CVA Family Office
Colorado
$994K
MIA
413
MainStreet Investment Advisors
Illinois
$994K +$246K +2,310 +33%
SCA
414
Scott Capital Advisors
Oregon
$991K +$85.6K +804 +9%
CFG
415
Cornerstone Financial Group
Nebraska
$982K +$1.17K +11 +0.1%
OP
416
ORG Partners
Indiana
$981K -$16K -150 -2%
PP
417
Patten & Patten
Tennessee
$978K -$205K -1,925 -17%
KeyBank National Association
418
KeyBank National Association
Ohio
$972K -$97.6K -918 -9%
SPA
419
Shore Point Advisors
New Jersey
$971K -$26.6K -250 -3%
PWA
420
Physician Wealth Advisors
Utah
$969K +$31.3K +294 +3%
TFO
421
Timonier Family Office
North Carolina
$968K +$365K +3,433 +61%
JPG
422
Jordan Park Group
California
$966K -$1.05M -9,917 -52%
EFG
423
Ethos Financial Group
Pennsylvania
$965K +$205K +1,924 +27%
MHR
424
Matthew Hamilton Rosenberg
$950K -$511K -4,803 -35%
EIA
425
Edgemoor Investment Advisors
Maryland
$941K +$624K +5,868 +197%