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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 %
HP
501
Hilltop Partners
Indiana
$661K -$10.3K -97 -2%
DC
502
Davenport & Co
Virginia
$659K -$168K -1,581 -20%
SIM
503
Stratos Investment Management
Ohio
$653K +$270K +2,537 +70%
KWM
504
Kingsview Wealth Management
Oregon
$649K -$4.04K -38 -0.6%
SIM
505
Synergy Investment Management
Florida
$648K -$13.5K -127 -2%
TWP
506
Tyche Wealth Partners
Texas
$646K +$191K +1,792 +42%
CIA
507
Concurrent Investment Advisors
Florida
$645K +$351K +3,296 +119%
ATPW
508
Ashton Thomas Private Wealth
Arizona
$644K +$195K +1,833 +43%
SL
509
SWMG LLC
Texas
$643K -$3.09K -29 -0.5%
RFP
510
Root Financial Partners
California
$638K +$262K +2,465 +70%
CWMK
511
Caliber Wealth Management (Kansas)
Kansas
$637K -$102K -963 -14%
VA
512
VestGen Advisors
Illinois
$636K +$144K +1,350 +29%
TC
513
TAGStone Capital
North Carolina
$634K +$2.78K +26 +0.4%
TWP
514
Triad Wealth Partners
Kansas
$633K +$234K +2,198 +58%
MCWS
515
McKinley Carter Wealth Services
West Virginia
$633K -$83.9K -789 -12%
AWS
516
Aspen Wealth Strategies
Colorado
$633K +$114K +1,074 +22%
NG
517
Novem Group
New York
$631K +$65.6K +617 +12%
CNC
518
Citizens & Northern Corp
Pennsylvania
$630K
CW
519
Code Waechter
Florida
$627K
OFA
520
Oak Family Advisors
Illinois
$626K +$626K +5,885 New
MLA
521
My Legacy Advisors
Oregon
$620K +$218K +2,050 +54%
AQR Capital Management
522
AQR Capital Management
Connecticut
$607K
LW
523
Libra Wealth
California
$606K
OWM
524
Orgel Wealth Management
Wisconsin
$605K +$35.7K +336 +6%
PFBT
525
Parkside Financial Bank & Trust
Missouri
$599K +$372K +3,500 +164%