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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 %
YIA
476
YHB Investment Advisors
Connecticut
$749K +$17.7K +166 +2%
TWM
477
Trinity Wealth Management
Pennsylvania
$746K -$16.4K -154 -2%
WCA
478
Westover Capital Advisors
Delaware
$744K -$54K -508 -7%
NFG
479
Nations Financial Group
Iowa
$741K -$58.4K -549 -7%
VNIM
480
Vaughan Nelson Investment Management
Texas
$740K -$6.91K -65 -0.9%
IPA
481
Investment Planning Advisors
Georgia
$738K +$157K +1,477 +27%
DWS
482
Discipline Wealth Solutions
South Carolina
$733K +$733K +6,894 New
PCS
483
Private Client Services
Kentucky
$732K +$732K +6,887 New
ACS
484
Archford Capital Strategies
Illinois
$730K -$17.2K -162 -2%
CFGF
485
Compass Financial Group (Florida)
Florida
$728K +$50.3K +473 +7%
JSA
486
Jacobson & Schmitt Advisors
Wisconsin
$726K +$726K +6,829 New
TFG
487
Tilson Financial Group
New Jersey
$724K +$8.4K +79 +1%
IP
488
Investment Partners
Ohio
$723K +$723K +6,803 New
RWP
489
Revolve Wealth Partners
New Jersey
$718K
CISOA
490
Capital Investment Services of America
Wisconsin
$718K
HIF
491
Hill Island Financial
Michigan
$711K -$304K -2,859 -30%
WPW
492
Waldron Private Wealth
Pennsylvania
$710K +$292K +2,744 +70%
CA
493
Continuum Advisory
Idaho
$708K +$3.94K +37 +0.6%
DIA
494
Dean Investment Associates
Ohio
$707K
BEI
495
Benjamin Edwards Inc
Missouri
$700K +$264K +2,484 +61%
FA
496
Fedenia Advisers
Wisconsin
$682K -$21.2K -199 -3%
SFS
497
Strategic Financial Services
New York
$680K +$316K +2,970 +87%
FA
498
FF Advisors
California
$679K +$425 +4 +0.1%
OWA
499
One Wealth Advisors
California
$673K -$6.38K -60 -0.9%
GAM
500
Gould Asset Management
California
$670K +$670K +6,300 New