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iShares Short-Term National Muni Bond ETF

847 hedge funds and large institutions have $8.66B invested in iShares Short-Term National Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 387 increasing their positions, 246 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
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
DWM
601
Diversify Wealth Management
Utah
$442K
SSA
602
Shepherd Street Advisors
California
$440K
NAM
603
NorthCrest Asset Manangement
Minnesota
$436K
PTC
604
Private Trust Company
Ohio
$435K
CTWM
605
Cherry Tree Wealth Management
Minnesota
$427K
HWA
606
HCR Wealth Advisors
California
$427K
SGCA
607
Steel Grove Capital Advisors
Tennessee
$427K
SWP
608
Summit Wealth Partners
Florida
$423K
SFMG
609
Sage Financial Management Group
Virginia
$422K
IFPL
610
Investments & Financial Planning LLC
Kentucky
$422K
MA
611
Mezzasalma Advisors
New Jersey
$422K
DWA
612
Delap Wealth Advisory
Oregon
$421K
CAMG
613
CWA Asset Management Group
Florida
$420K
WA
614
WPG Advisers
Maryland
$418K
TFG
615
Team Financial Group
California
$417K
BWM
616
BCGM Wealth Management
Indiana
$408K
CWMK
617
Caliber Wealth Management (Kansas)
Kansas
$405K
SPF
618
South Plains Financial
Texas
$405K
WFPG
619
Waller Financial Planning Group
Ohio
$404K
WF
620
Warner Financial
Maryland
$404K
WT
621
Whittier Trust
California
$402K
TFP
622
Traction Financial Partners
Wyoming
$399K
OSAM
623
O'Shaughnessy Asset Management
Connecticut
$399K
CFS
624
Cannon Financial Strategists
Georgia
$399K
GD
625
Grandfield & Dodd
New York
$399K