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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 %
HI
526
Harbour Investments
Wisconsin
$597K +$35.7K +336 +6%
FHA
527
Flagship Harbor Advisors
Massachusetts
$592K +$20.1K +189 +4%
PFA
528
Petra Financial Advisors
Colorado
$590K -$1.91K -18 -0.3%
SAM
529
SP Asset Management
California
$589K +$3.4K +32 +0.6%
CA
530
Crewe Advisors
Utah
$589K
WWA
531
Wingate Wealth Advisors
Massachusetts
$582K -$63.3K -595 -10%
MWM
532
Modern Wealth Management
Kansas
$576K -$106 -1 -0%
SOWAS
533
Silver Oak Wealth Advisors Services
California
$575K -$5.64K -53 -1%
PIMG
534
Patriot Investment Management Group
Tennessee
$572K +$5.32K +50 +0.9%
CT
535
Colonial Trust
South Carolina
$571K +$55.3K +520 +11%
PGAM
536
Princeton Global Asset Management
New Jersey
$567K -$40.4K -380 -7%
LWM
537
LeConte Wealth Management
Tennessee
$566K +$566K +5,326 New
DCM
538
Donaldson Capital Management
Indiana
$563K -$41K -386 -7%
LWA
539
Lineweaver Wealth Advisors
Ohio
$554K +$51.4K +483 +10%
LAMC
540
Longview Asset Management (California)
California
$552K -$51.7K -486 -9%
CAG
541
Csenge Advisory Group
Florida
$547K -$9.01K -85 -2%
CPP
542
Capasso Planning Partners
South Carolina
$546K -$63.8K -600 -10%
RWM
543
Rialto Wealth Management
New York
$545K +$2.66K +25 +0.5%
CFP
544
Catalyst Financial Partners
Massachusetts
$544K -$566K -5,325 -51%
GI
545
Gradient Investments
Minnesota
$544K +$544K +5,119 New
WA
546
WBH Advisory
Maryland
$543K +$36.7K +345 +7%
WT
547
Whittier Trust
California
$538K
AWM
548
Accurate Wealth Management
Florida
$535K -$4.68K -44 -0.9%
CAMG
549
CWA Asset Management Group
Florida
$535K
PWM
550
Power Wealth Management
Georgia
$534K -$30.1K -283 -5%