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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
SIM
551
Stratos Investment Management
Ohio
$532K
CFP
552
Catalyst Financial Partners
Massachusetts
$531K
VT
553
Vise Technologies
New York
$529K
CA
554
CoreCap Advisors
Michigan
$526K
1WM
555
1900 Wealth Management
Texas
$526K
FA
556
FF Advisors
California
$525K
EFS
557
Essex Financial Services
Connecticut
$521K
GRP
558
Global Retirement Partners
California
$512K
WHCI
559
W.H. Cornerstone Investments
Massachusetts
$511K
RZH
560
Relyea Zuckerberg Hanson
Connecticut
$510K
EP
561
Edgestream Partners
New Jersey
$507K
EWA
562
Elevate Wealth Advisory
Georgia
$507K
PWM
563
Power Wealth Management
Georgia
$502K
LAMC
564
Longview Asset Management (California)
California
$501K
UWP
565
Uniting Wealth Partners
Kansas
$500K
BFO
566
Biltmore Family Office
North Carolina
$500K
C
567
Croban
Ohio
$494K
WP
568
WealthShield Partners
North Carolina
$494K
CWMK
569
Caliber Wealth Management (Kansas)
Kansas
$491K
KWM
570
Kingsview Wealth Management
Oregon
$490K
BAM
571
Berkshire Asset Management
Pennsylvania
$483K
GWMR
572
GC Wealth Management RIA
Massachusetts
$481K
CPP
573
Capasso Planning Partners
South Carolina
$480K
CWMS
574
Cannon Wealth Management Services
North Carolina
$480K
RA
575
Riversedge Advisors
Delaware
$480K