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iShares Short-Term National Muni Bond ETF

824 hedge funds and large institutions have $8.19B invested in iShares Short-Term National Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 369 increasing their positions, 260 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
824
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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
HP
501
Hilltop Partners
Indiana
$664K
YIA
502
YHB Investment Advisors
Connecticut
$658K
RW
503
Rockport Wealth
Ohio
$657K
AWS
504
Aspen Wealth Strategies
Colorado
$655K
WWM
505
WJ Wealth Management
Arizona
$644K
Neuberger Berman Group
506
Neuberger Berman Group
New York
$644K
QC
507
Quadrature Capital
United Kingdom
$639K
OWA
508
One Wealth Advisors
California
$638K
PFBT
509
Parkside Financial Bank & Trust
Missouri
$636K
TC
510
TAGStone Capital
North Carolina
$635K
LWA
511
Lineweaver Wealth Advisors
Ohio
$635K
CW
512
Code Waechter
Florida
$635K
CNC
513
Citizens & Northern Corp
Pennsylvania
$633K
OFA
514
Oak Family Advisors
Illinois
$628K
OWM
515
Orgel Wealth Management
Wisconsin
$628K
WPC
516
White Pine Capital
Minnesota
$625K
AFP
517
Ausdal Financial Partners
Iowa
$624K
PFA
518
Petra Financial Advisors
Colorado
$621K
GC
519
Grimes & Company
Massachusetts
$614K
SL
520
SWMG LLC
Texas
$613K
AQR Capital Management
521
AQR Capital Management
Connecticut
$610K
LW
522
Libra Wealth
California
$609K
TFG
523
Tilson Financial Group
New Jersey
$607K
AA
524
ArborFi Advisors
Michigan
$603K
EA
525
Efficient Advisors
Ohio
$598K