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iShares Short-Term National Muni Bond ETF

829 hedge funds and large institutions have $7.78B invested in iShares Short-Term National Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 316 increasing their positions, 306 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
+3
Holders Change %
+0.36%
% of All Funds
11.26%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.3%
New
75
Increased
316
Reduced
306
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MA
576
Mezzasalma Advisors
New Jersey
$442K +$1.27K +12 +0.3%
JWM
577
Jessup Wealth Management
Ohio
$436K +$436K +4,132 New
BEI
578
Benjamin Edwards Inc
Missouri
$433K +$43.2K +409 +11%
CWMS
579
Cannon Wealth Management Services
North Carolina
$432K +$45.6K +432 +12%
RA
580
Riversedge Advisors
Delaware
$431K -$79.6K -754 -16%
HFA
581
High Falls Advisors
New York
$431K -$156K -1,475 -27%
PA
582
Procyon Advisors
Connecticut
$430K -$32.8K -311 -7%
SWA
583
Stratos Wealth Advisors
Ohio
$427K -$192K -1,819 -31%
NAM
584
NorthCrest Asset Manangement
Minnesota
$427K -$3.8K -36 -0.9%
CC
585
Capstone Capital
Nevada
$427K
FCT
586
First Community Trust
Iowa
$425K -$6.59M -62,415 -94%
HWA
587
HCR Wealth Advisors
California
$422K
WFPG
588
Waller Financial Planning Group
Ohio
$422K -$11.9K -113 -3%
DWA
589
Delap Wealth Advisory
Oregon
$417K +$15K +142 +4%
WPW
590
Waldron Private Wealth
Pennsylvania
$416K -$4.65K -44 -1%
WS
591
Wedbush Securities
California
$415K +$29.5K +280 +8%
CWM
592
Centurion Wealth Management
Virginia
$411K
TFP
593
Traction Financial Partners
Wyoming
$407K +$203K +1,922 +100%
TNA
594
True North Advisors
Texas
$403K
SPF
595
South Plains Financial
Texas
$401K
WF
596
Warner Financial
Maryland
$400K
MLA
597
My Legacy Advisors
Oregon
$399K -$127K -1,199 -24%
WCP
598
Wealthcare Capital Partners
Pennsylvania
$398K -$2.32K -22 -0.6%
BRIA
599
Balanced Rock Investment Advisors
Massachusetts
$398K -$57.3K -543 -13%
TWP
600
Triad Wealth Partners
Kansas
$397K +$397K +3,758 New