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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
DWA
601
Delap Wealth Advisory
Oregon
$420K
BWP
602
Bernardo Wealth Planning
Pennsylvania
$413K
CC
603
Capstone Capital
Nevada
$411K
CIP
604
Cornerstone Investment Partners
Georgia
$411K
JCM
605
Jacobi Capital Management
Pennsylvania
$410K
PA
606
Probity Advisors
Texas
$407K
TNA
607
True North Advisors
Texas
$406K
TFP
608
Traction Financial Partners
Wyoming
$404K
SPF
609
South Plains Financial
Texas
$404K
WF
610
Warner Financial
Maryland
$402K
WCP
611
Wealthcare Capital Partners
Pennsylvania
$399K
CFS
612
Cannon Financial Strategists
Georgia
$397K
GD
613
Grandfield & Dodd
New York
$397K
1IA
614
1834 Investment Advisors
Wisconsin
$395K
C1AG
615
Client 1st Advisory Group
Florida
$394K
GAA
616
Guardian Asset Advisors
Pennsylvania
$393K
PFGIA
617
Patriot Financial Group Insurance Agency
Massachusetts
$393K
FM
618
Foster & Motley
Ohio
$392K
RZH
619
Relyea Zuckerberg Hanson
Connecticut
$392K
SJGA
620
Stephen J. Garry & Associates
New York
$390K
LSWP
621
Liberty Square Wealth Partners
Pennsylvania
$386K
NCM
622
NCM Capital Management
New Jersey
$384K
CWM
623
Centurion Wealth Management
Virginia
$383K
SWP
624
ShoreHaven Wealth Partners
New Jersey
$379K
CWM
625
Collaborative Wealth Management
Florida
$378K