SUB icon

iShares Short-Term National Muni Bond ETF

852 hedge funds and large institutions have $8.69B invested in iShares Short-Term National Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 389 increasing their positions, 246 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
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
AWM
601
Apex Wealth Management
New Hampshire
$453K
TFGT
602
TS Financial Group (TSFG)
Illinois
$450K
FM
603
Foster & Motley
Ohio
$448K
DWM
604
Diversify Wealth Management
Utah
$442K
SSA
605
Shepherd Street Advisors
California
$440K
NAM
606
NorthCrest Asset Manangement
Minnesota
$436K
PTC
607
Private Trust Company
Ohio
$435K
CTWM
608
Cherry Tree Wealth Management
Minnesota
$427K
HWA
609
HCR Wealth Advisors
California
$427K
SGCA
610
Steel Grove Capital Advisors
Tennessee
$427K
SWP
611
Summit Wealth Partners
Florida
$423K
SFMG
612
Sage Financial Management Group
Virginia
$422K
IFPL
613
Investments & Financial Planning LLC
Kentucky
$422K
MA
614
Mezzasalma Advisors
New Jersey
$422K
DWA
615
Delap Wealth Advisory
Oregon
$421K
CAMG
616
CWA Asset Management Group
Florida
$420K
WA
617
WPG Advisers
Maryland
$418K
TFG
618
Team Financial Group
California
$417K
BWM
619
BCGM Wealth Management
Indiana
$408K
CWMK
620
Caliber Wealth Management (Kansas)
Kansas
$405K
SPF
621
South Plains Financial
Texas
$405K
KWMLLC
622
KRM WEALTH MANAGEMENT L.L.C.
Nevada
$405K
WFPG
623
Waller Financial Planning Group
Ohio
$404K
WF
624
Warner Financial
Maryland
$404K
WT
625
Whittier Trust
California
$402K