SUB icon

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 %
SG
451
StoneX Group
New York
$842K +$114K +1,070 +16%
RIG
452
RiverFront Investment Group
Virginia
$841K +$841K +7,907 New
BJL
453
Brighton Jones LLC
Washington
$833K -$51.9K -488 -6%
TWP
454
Total Wealth Planning
Ohio
$828K -$61.8K -581 -7%
SCG
455
Sonata Capital Group
Washington
$823K +$165K +1,550 +25%
WSFS
456
Wilmington Savings Fund Society
Delaware
$823K -$257K -2,415 -24%
LW
457
Linscomb Wealth
Texas
$811K -$38.7K -364 -5%
IA
458
IFG Advisory
Georgia
$809K +$158K +1,488 +24%
CSP
459
Cary Street Partners
Virginia
$809K +$30.2K +284 +4%
BSTWA
460
Blake Schutter Theil Wealth Advisors
Ohio
$807K
VIM
461
Vista Investment Management
Pennsylvania
$807K
PSA
462
Plum Street Advisors
Louisiana
$800K +$97.3K +915 +14%
WP
463
WealthShield Partners
North Carolina
$798K +$41.3K +388 +5%
RPA
464
Rock Point Advisors
Vermont
$797K +$16K +150 +2%
SB
465
Strategic Blueprint
Georgia
$793K -$12.3K -116 -2%
DB
466
Dravo Bay
Delaware
$792K -$13.5K -127 -2%
GC
467
Garde Capital
Washington
$784K
BFA
468
Beaumont Financial Advisors
Massachusetts
$775K +$29.5K +277 +4%
BP
469
BWM Planning
Texas
$775K -$5.21K -49 -0.7%
GL
470
Graypoint LLC
New York
$769K -$77.8K -732 -9%
SWA
471
Sax Wealth Advisors
New Jersey
$768K +$252K +2,374 +49%
EA
472
Efficient Advisors
Ohio
$766K -$1.21M -11,422 -61%
ZIM
473
Zacks Investment Management
Illinois
$761K -$231K -2,175 -23%
RW
474
Rockport Wealth
Ohio
$760K +$760K +7,150 New
EH
475
Equitable Holdings
New York
$750K +$282K +2,648 +60%