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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
SAM
526
SP Asset Management
California
$596K
WWA
527
Wingate Wealth Advisors
Massachusetts
$580K
SOWAS
528
Silver Oak Wealth Advisors Services
California
$578K
AIM
529
Advyzon Investment Management
Illinois
$577K
PIMG
530
Patriot Investment Management Group
Tennessee
$575K
CT
531
Colonial Trust
South Carolina
$574K
NFP
532
Narus Financial Partners
Utah
$571K
CCFM
533
Clear Creek Financial Management
Washington
$570K
DCM
534
Donaldson Capital Management
Indiana
$566K
CWM
535
Chesapeake Wealth Management
Virginia
$561K
Fifth Third Bancorp
536
Fifth Third Bancorp
Ohio
$560K
SIM
537
Synergy Investment Management
Florida
$553K
WSFS
538
Wilmington Savings Fund Society
Delaware
$552K
WA
539
WBH Advisory
Maryland
$550K
RWM
540
Rialto Wealth Management
New York
$547K
PGAM
541
Princeton Global Asset Management
New Jersey
$547K
RWP
542
Revolve Wealth Partners
New Jersey
$542K
MWP
543
Madison Wealth Partners
Wisconsin
$541K
OBWG
544
Onyx Bridge Wealth Group
New York
$540K
FPW
545
Flagship Private Wealth
Massachusetts
$540K
HTC
546
Haverford Trust Company
Pennsylvania
$539K
DC
547
Davenport & Co
Virginia
$539K
HA
548
Helium Advisors
Washington
$539K
CTA
549
Colonial Trust Advisors
South Carolina
$536K
HAIM
550
Hunter Associates Investment Management
Pennsylvania
$534K