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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 %
OBWG
551
Onyx Bridge Wealth Group
New York
$534K +$3.08K +29 +0.6%
CTA
552
Colonial Trust Advisors
South Carolina
$534K
HAIM
553
Hunter Associates Investment Management
Pennsylvania
$532K
HA
554
Helium Advisors
Washington
$530K +$25K +235 +5%
BFG
555
Berger Financial Group
Minnesota
$527K +$319 +3 +0.1%
CWM
556
Chesapeake Wealth Management
Virginia
$526K
CFB
557
Cullen/Frost Bankers
Texas
$525K +$39.9K +375 +8%
C
558
Croban
Ohio
$524K -$76.4K -718 -13%
1WM
559
1900 Wealth Management
Texas
$524K -$62.7K -590 -11%
CA
560
CoreCap Advisors
Michigan
$522K +$52.7K +496 +11%
EFS
561
Essex Financial Services
Connecticut
$519K
HTC
562
Haverford Trust Company
Pennsylvania
$506K
EWA
563
Elevate Wealth Advisory
Georgia
$501K -$9.57K -90 -2%
MWP
564
Madison Wealth Partners
Wisconsin
$499K -$10.5K -99 -2%
AA
565
ArborFi Advisors
Michigan
$497K +$145K +1,360 +41%
AWM
566
Axxcess Wealth Management
California
$492K +$42.1K +396 +9%
GWM
567
Gibbs Wealth Management
Georgia
$491K +$491K +4,615 New
WTB
568
Washington Trust Bank
Washington
$488K +$488K +4,590 New
BAM
569
Berkshire Asset Management
Pennsylvania
$481K
GWMR
570
GC Wealth Management RIA
Massachusetts
$479K -$99.1K -932 -17%
MW
571
Maia Wealth
Colorado
$473K +$113K +1,064 +31%
RW
572
Rede Wealth
Virginia
$471K -$156K -1,464 -25%
TIAM2
573
Tru Independence Asset Management 2
Oregon
$467K
LRPA
574
L. Roy Papp & Associates
Arizona
$463K
PA
575
Procyon Advisors
Connecticut
$459K +$26.1K +245 +6%