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iShares Short-Term National Muni Bond ETF

829 hedge funds and large institutions have $8.22B invested in iShares Short-Term National Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 370 increasing their positions, 260 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
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
IFPL
601
Investments & Financial Planning LLC
Kentucky
$426K
WFPG
602
Waller Financial Planning Group
Ohio
$424K
SWP
603
Summit Wealth Partners
Florida
$422K
DWA
604
Delap Wealth Advisory
Oregon
$421K
MA
605
Mezzasalma Advisors
New Jersey
$420K
AWM
606
Accurate Wealth Management
Florida
$415K
WA
607
WPG Advisers
Maryland
$415K
BWP
608
Bernardo Wealth Planning
Pennsylvania
$412K
TFP
609
Traction Financial Partners
Wyoming
$406K
SPF
610
South Plains Financial
Texas
$405K
WF
611
Warner Financial
Maryland
$404K
PA
612
Probity Advisors
Texas
$403K
MCWS
613
McKinley Carter Wealth Services
West Virginia
$402K
WT
614
Whittier Trust
California
$402K
CFS
615
Cannon Financial Strategists
Georgia
$399K
GD
616
Grandfield & Dodd
New York
$399K
CIP
617
Cornerstone Investment Partners
Georgia
$396K
PFGIA
618
Patriot Financial Group Insurance Agency
Massachusetts
$394K
BRIA
619
Balanced Rock Investment Advisors
Massachusetts
$393K
BCWM
620
Bartlett & Co Wealth Management
Ohio
$393K
SJGA
621
Stephen J. Garry & Associates
New York
$392K
JWCA
622
J.W. Cole Advisors
Florida
$391K
SFMG
623
Sage Financial Management Group
Virginia
$389K
CC
624
Capstone Capital
Nevada
$388K
LSWP
625
Liberty Square Wealth Partners
Pennsylvania
$388K