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iShares Short-Term National Muni Bond ETF

844 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 84 funds opening new positions, 352 increasing their positions, 275 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
OWM
526
Orgel Wealth Management
Wisconsin
$605K
PFBT
527
Parkside Financial Bank & Trust
Missouri
$599K
HI
528
Harbour Investments
Wisconsin
$597K
FHA
529
Flagship Harbor Advisors
Massachusetts
$592K
PFA
530
Petra Financial Advisors
Colorado
$590K
SAM
531
SP Asset Management
California
$589K
CA
532
Crewe Advisors
Utah
$589K
WWA
533
Wingate Wealth Advisors
Massachusetts
$582K
MWM
534
Modern Wealth Management
Kansas
$576K
SOWAS
535
Silver Oak Wealth Advisors Services
California
$575K
PIMG
536
Patriot Investment Management Group
Tennessee
$572K
CT
537
Colonial Trust
South Carolina
$571K
PGAM
538
Princeton Global Asset Management
New Jersey
$567K
LWM
539
LeConte Wealth Management
Tennessee
$566K
DCM
540
Donaldson Capital Management
Indiana
$563K
LWA
541
Lineweaver Wealth Advisors
Ohio
$554K
LAMC
542
Longview Asset Management (California)
California
$552K
CAG
543
Csenge Advisory Group
Florida
$547K
CPP
544
Capasso Planning Partners
South Carolina
$546K
RWM
545
Rialto Wealth Management
New York
$545K
CFP
546
Catalyst Financial Partners
Massachusetts
$544K
GI
547
Gradient Investments
Minnesota
$544K
WA
548
WBH Advisory
Maryland
$543K
WT
549
Whittier Trust
California
$538K
AWM
550
Accurate Wealth Management
Florida
$535K