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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
SWP
601
Summit Wealth Partners
Florida
$422K
DWA
602
Delap Wealth Advisory
Oregon
$421K
MA
603
Mezzasalma Advisors
New Jersey
$420K
AWM
604
Accurate Wealth Management
Florida
$415K
WA
605
WPG Advisers
Maryland
$415K
BWP
606
Bernardo Wealth Planning
Pennsylvania
$412K
TFP
607
Traction Financial Partners
Wyoming
$406K
SPF
608
South Plains Financial
Texas
$405K
WF
609
Warner Financial
Maryland
$404K
PA
610
Probity Advisors
Texas
$403K
MCWS
611
McKinley Carter Wealth Services
West Virginia
$402K
WT
612
Whittier Trust
California
$402K
CFS
613
Cannon Financial Strategists
Georgia
$399K
GD
614
Grandfield & Dodd
New York
$399K
CIP
615
Cornerstone Investment Partners
Georgia
$396K
PFGIA
616
Patriot Financial Group Insurance Agency
Massachusetts
$394K
BRIA
617
Balanced Rock Investment Advisors
Massachusetts
$393K
BCWM
618
Bartlett & Co Wealth Management
Ohio
$393K
SJGA
619
Stephen J. Garry & Associates
New York
$392K
JWCA
620
J.W. Cole Advisors
Florida
$391K
SFMG
621
Sage Financial Management Group
Virginia
$389K
CC
622
Capstone Capital
Nevada
$388K
LSWP
623
Liberty Square Wealth Partners
Pennsylvania
$388K
GWM
624
Gibbs Wealth Management
Georgia
$382K
CWM
625
Collaborative Wealth Management
Florida
$380K