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iShares Short-Term National Muni Bond ETF

833 hedge funds and large institutions have $7.81B invested in iShares Short-Term National Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 319 increasing their positions, 306 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

4% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 306

1% more capital invested

Capital invested by funds: $7.74B → $7.81B (+$79M)

0% more funds holding

Funds holding: 830833 (+3)

0.46% less ownership

Funds ownership: 89.53%89.08% (-0.46%)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

Holders
833
Holders Change
+3
Holders Change %
+0.36%
% of All Funds
11.17%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.31%
New
75
Increased
319
Reduced
306
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$52.4M -$9.2M -87,062 -15%
HIG
27
Heritage Investment Group
Florida
$49.2M -$76.7K -726 -0.2%
Raymond James Financial
28
Raymond James Financial
Florida
$49M +$4.5M +42,575 +10%
Cerity Partners
29
Cerity Partners
New York
$43.9M +$1.56M +14,740 +4%
Wells Fargo
30
Wells Fargo
California
$42.6M -$10.3M -97,231 -19%
TI
31
Truepoint Inc
Ohio
$41.6M +$849K +8,027 +2%
HighTower Advisors
32
HighTower Advisors
Illinois
$40.1M +$1.33M +12,616 +3%
WCWM
33
Willow Creek Wealth Management
California
$38.3M +$886K +8,378 +2%
Renaissance Technologies
34
Renaissance Technologies
New York
$34.8M +$180K +1,700 +0.5%
Stifel Financial
35
Stifel Financial
Missouri
$33.4M +$1.34M +12,647 +4%
AC
36
Apella Capital
Connecticut
$33M +$4.37M +41,334 +15%
DCM
37
DGS Capital Management
New Jersey
$31.6M +$1.44M +13,609 +5%
ONB
38
Old National Bancorp
Indiana
$31.6M +$1.05M +9,907 +3%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$30.7M -$5.35M -50,630 -15%
BCI
40
Brinker Capital Investments
Pennsylvania
$30.7M +$1.95M +18,479 +7%
OPS
41
Orion Portfolio Solutions
Nebraska
$30.7M +$1.95M +18,479 +7%
BPA
42
Beacon Pointe Advisors
California
$29.1M +$11.1M +105,110 +62%
WJA
43
Willis Johnson & Associates
Texas
$28.7M +$1.81M +17,140 +7%
CFG
44
Citizens Financial Group
Rhode Island
$28M -$8.3M -78,560 -23%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$26.4M -$3.4M -32,202 -11%
RWM
46
Ritholtz Wealth Management
New York
$26.3M +$2.51M +23,790 +11%
Osaic Holdings
47
Osaic Holdings
Arizona
$26.2M +$1.58M +14,955 +6%
Goldman Sachs
48
Goldman Sachs
New York
$25.6M -$6.29M -59,463 -20%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$25.6M +$6.54M +61,838 +34%
RWB
50
RMR Wealth Builders
New Jersey
$25.3M +$579K +5,482 +2%