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iShares Short-Term National Muni Bond ETF

841 hedge funds and large institutions have $8.68B invested in iShares Short-Term National Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 350 increasing their positions, 275 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+12
Holders Change %
+1.45%
% of All Funds
11.27%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
85
Increased
350
Reduced
275
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RC
626
Rovin Capital
Arizona
$375K +$375K +3,525 New
FIA
627
Foundations Investment Advisors
Arizona
$375K +$74.9K +704 +25%
BRIA
628
Balanced Rock Investment Advisors
Massachusetts
$374K -$26.7K -251 -7%
BAAM
629
Baker Avenue Asset Management
California
$373K -$173K -1,630 -32%
WTC
630
WhitTier Trust Company
Nevada
$372K -$15.4K -145 -4%
SWP
631
Summit Wealth Partners
Florida
$364K +$957 +9 +0.3%
HKIM
632
Hayek Kallen Investment Management
Alabama
$364K
MT
633
Midwest Trust
Kansas
$364K +$364K +3,421 New
HFA
634
High Falls Advisors
New York
$360K -$73.6K -692 -17%
HWMC
635
Heritage Wealth Management (California)
California
$358K
SIM
636
Studio Investment Management
Illinois
$356K -$625K -5,882 -64%
XF
637
XML Financial
Maryland
$352K +$101K +952 +40%
MCM
638
MidAtlantic Capital Management
Virginia
$351K -$302K -2,839 -46%
TW
639
Traveka Wealth
California
$350K
KSWA
640
Kathleen S. Wright Associates
Pennsylvania
$350K
FPGT
641
Financial Partners Group (Tennessee)
Tennessee
$350K +$350K +3,290 New
RWM
642
Riverbend Wealth Management
South Carolina
$349K +$349K +3,285 New
BA
643
Ballast Advisors
Minnesota
$348K
TFGT
644
TS Financial Group (TSFG)
Illinois
$344K
FHA
645
First Horizon Advisors
Tennessee
$342K -$405K -3,808 -54%
JWCA
646
J.W. Cole Advisors
Florida
$341K +$103K +969 +43%
RA
647
Rodgers & Associates
Pennsylvania
$340K +$340K +3,200 New
SFMG
648
Sage Financial Management Group
Virginia
$337K -$326K -3,072 -49%
HGWM
649
Horst & Graben Wealth Management
Oregon
$336K +$2.02K +19 +0.6%
XPN
650
XY Planning Network
Montana
$336K -$12.3K -116 -4%