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iShares Short-Term National Muni Bond ETF

858 hedge funds and large institutions have $8.72B invested in iShares Short-Term National Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 389 increasing their positions, 247 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
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
CWMK
626
Caliber Wealth Management (Kansas)
Kansas
$405K
SPF
627
South Plains Financial
Texas
$405K
KWM
628
KRM Wealth Management
Nevada
$405K
WFPG
629
Waller Financial Planning Group
Ohio
$404K
WF
630
Warner Financial
Maryland
$404K
WT
631
Whittier Trust
California
$402K
TFP
632
Traction Financial Partners
Wyoming
$399K
OSAM
633
O'Shaughnessy Asset Management
Connecticut
$399K
CFS
634
Cannon Financial Strategists
Georgia
$399K
GD
635
Grandfield & Dodd
New York
$399K
ARA
636
Approach Retirement Advisors
Alabama
$396K
RA
637
Riversedge Advisors
Delaware
$395K
PFGIA
638
Patriot Financial Group Insurance Agency
Massachusetts
$393K
MCWS
639
McKinley Carter Wealth Services
West Virginia
$393K
SJGA
640
Stephen J. Garry & Associates
New York
$391K
CIP
641
Cornerstone Investment Partners
Georgia
$390K
CC
642
Capstone Capital
Nevada
$388K
BWP
643
Bernardo Wealth Planning
Pennsylvania
$387K
AIA
644
Armor Investment Advisors
North Carolina
$386K
GWM
645
Gibbs Wealth Management
Georgia
$383K
MFGM
646
Marshall Financial Group (Maryland)
Maryland
$380K
CWM
647
Collaborative Wealth Management
Florida
$380K
WPA
648
West Paces Advisors
Georgia
$377K
BAAM
649
Baker Avenue Asset Management
California
$374K
WTC
650
WhitTier Trust Company
Nevada
$373K