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