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iShares Short-Term National Muni Bond ETF

829 hedge funds and large institutions have $7.78B invested in iShares Short-Term National Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 316 increasing their positions, 306 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
+3
Holders Change %
+0.36%
% of All Funds
11.26%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.3%
New
75
Increased
316
Reduced
306
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSP
451
Cary Street Partners
Virginia
$773K
TWM
452
Trinity Wealth Management
Pennsylvania
$757K +$6.76K +64 +0.9%
HWP
453
Heritage Wealth Partners
Ohio
$756K -$25.8K -244 -3%
EFG
454
Ethos Financial Group
Pennsylvania
$754K
WP
455
WealthShield Partners
North Carolina
$752K -$388K -3,679 -34%
MIA
456
MainStreet Investment Advisors
Illinois
$743K +$10.6K +100 +1%
ACS
457
Archford Capital Strategies
Illinois
$742K -$110K -1,042 -13%
FHA
458
First Horizon Advisors
Tennessee
$741K -$88.7K -840 -11%
VNIM
459
Vaughan Nelson Investment Management
Texas
$741K +$26.9K +255 +4%
BFA
460
Beaumont Financial Advisors
Massachusetts
$740K
CWMK
461
Caliber Wealth Management (Kansas)
Kansas
$735K +$735K +6,958 New
CPBTD
462
Central Pacific Bank - Trust Division
Hawaii
$731K +$29K +275 +4%
YIA
463
YHB Investment Advisors
Connecticut
$726K +$51.4K +487 +8%
SG
464
StoneX Group
New York
$723K -$378K -3,581 -34%
RWP
465
Revolve Wealth Partners
New Jersey
$713K +$127K +1,205 +22%
CISOA
466
Capital Investment Services of America
Wisconsin
$713K
MCWS
467
McKinley Carter Wealth Services
West Virginia
$712K -$983K -9,309 -58%
MPWT
468
MassMutual Private Wealth & Trust
Connecticut
$711K +$10.6K +100 +2%
TFG
469
Tilson Financial Group
New Jersey
$711K -$1.58K -15 -0.2%
RFP
470
RCS Financial Planning
Maryland
$707K -$161K -1,523 -19%
DIA
471
Dean Investment Associates
Ohio
$702K
CA
472
Continuum Advisory
Idaho
$699K -$38.1K -361 -5%
FA
473
Fedenia Advisers
Wisconsin
$699K -$734K -6,953 -51%
PSA
474
Plum Street Advisors
Louisiana
$697K -$40.8K -386 -6%
PCA
475
Prosperity Capital Advisors
Ohio
$693K -$100K -947 -13%