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iShares Short-Term National Muni Bond ETF

829 hedge funds and large institutions have $7.78B invested in iShares Short-Term National Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 316 increasing their positions, 306 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
+3
Holders Change %
+0.36%
% of All Funds
11.26%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.3%
New
75
Increased
316
Reduced
306
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
626
Collaborative Wealth Management
Florida
$358K +$1.9K +18 +0.5%
CCFCSB
627
Cape Cod Five Cents Savings Bank
Massachusetts
$357K
MW
628
Maia Wealth
Colorado
$356K +$13.6K +129 +4%
HWMC
629
Heritage Wealth Management (California)
California
$356K -$107K -1,013 -23%
SC
630
Savant Capital
Illinois
$356K -$51.2K -485 -13%
PFGIA
631
Patriot Financial Group Insurance Agency
Massachusetts
$353K -$28.6K -271 -8%
SWP
632
ShoreHaven Wealth Partners
New Jersey
$351K -$23.3K -221 -6%
KW
633
Keyvantage Wealth
Pennsylvania
$350K -$198K -1,877 -36%
AA
634
ArborFi Advisors
Michigan
$349K +$103K +978 +42%
TW
635
Traveka Wealth
California
$348K -$89.3K -846 -20%
KSWA
636
Kathleen S. Wright Associates
Pennsylvania
$348K +$338K +3,201 +3,479%
XPN
637
XY Planning Network
Montana
$345K -$47.5K -450 -12%
BA
638
Ballast Advisors
Minnesota
$345K -$44.4K -420 -11%
TFGT
639
TS Financial Group (TSFG)
Illinois
$342K -$9.19K -87 -3%
Northern Trust
640
Northern Trust
Illinois
$338K -$10.2K -97 -3%
EWA
641
ERTS Wealth Advisors
Michigan
$337K -$61.7K -584 -15%
WMA
642
West Michigan Advisors
Michigan
$335K +$83.7K +793 +33%
AWM
643
AE Wealth Management
Kansas
$334K -$6.34K -60 -2%
1IA
644
1834 Investment Advisors
Wisconsin
$333K +$125K +1,186 +60%
HGWM
645
Horst & Graben Wealth Management
Oregon
$332K +$1.27K +12 +0.4%
IFPL
646
Investments & Financial Planning LLC
Kentucky
$324K +$52.8K +500 +19%
APIM
647
Agate Pass Investment Management
Washington
$322K +$10.6K +100 +3%
HIMC
648
Heritage Investors Management Corp
Maryland
$317K
EHC
649
Everett Harris & Co
California
$317K
EIA
650
Edgemoor Investment Advisors
Maryland
$315K -$190K -1,800 -38%