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iShares Short-Term National Muni Bond ETF

829 hedge funds and large institutions have $8.22B invested in iShares Short-Term National Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 370 increasing their positions, 260 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
CG
451
Clarus Group
Texas
$867K
CWM
452
Certus Wealth Management
California
$860K
IP
453
Investment Partners
Ohio
$856K
JAA
454
Joel Adams & Associates
North Carolina
$850K
FHA
455
Flagship Harbor Advisors
Massachusetts
$850K
NB
456
NBT Bank
New York
$849K
EIA
457
Edgemoor Investment Advisors
Maryland
$849K
APW
458
Austin Private Wealth
Texas
$847K
FAFN
459
First Affirmative Financial Network
Colorado
$846K
TWP
460
Triad Wealth Partners
Kansas
$846K
PSA
461
Plum Street Advisors
Louisiana
$841K
AWA
462
Aletheian Wealth Advisors
Washington
$837K
IA
463
IFG Advisory
Georgia
$831K
EFG
464
Everhart Financial Group
Ohio
$824K
PP
465
Patten & Patten
Tennessee
$814K
CSP
466
Cary Street Partners
Virginia
$812K
BSTWA
467
Blake Schutter Theil Wealth Advisors
Ohio
$811K
VIM
468
Vista Investment Management
Pennsylvania
$810K
SGFG
469
Silver Grove Financial Group
New York
$804K
VCM
470
Vivaldi Capital Management
Illinois
$801K
TWP
471
Total Wealth Planning
Ohio
$797K
HI
472
Harbour Investments
Wisconsin
$794K
SAM
473
Smartleaf Asset Management
Massachusetts
$789K
LWM
474
LeConte Wealth Management
Tennessee
$789K
GC
475
Garde Capital
Washington
$787K