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iShares Short-Term National Muni Bond ETF

828 hedge funds and large institutions have $8.22B invested in iShares Short-Term National Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 371 increasing their positions, 259 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
828
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
OC
676
Oppenheimer & Co
New York
$303K
CFS
677
Coordinated Financial Services
Colorado
$301K
VWM
678
Venturi Wealth Management
Texas
$300K
CW
679
CreativeOne Wealth
Kansas
$297K
MFC
680
Morris Financial Concepts
South Carolina
$292K
HBT
681
Hills Bank & Trust
Iowa
$289K
HNWA
682
Henrickson Nauta Wealth Advisors
Michigan
$287K
KW
683
Keyvantage Wealth
Pennsylvania
$287K
LSA
684
Lansing Street Advisors
Pennsylvania
$287K
GWMIA
685
Global Wealth Management Investment Advisory
Florida
$286K
MCM
686
Mattern Capital Management
Colorado
$284K
HWMG
687
Hurlow Wealth Management Group
Indiana
$283K
APIM
688
Agate Pass Investment Management
Washington
$282K
EP
689
Essential Planning
New Hampshire
$282K
FA
690
Flagstar Advisors
New York
$282K
AWM
691
AE Wealth Management
Kansas
$282K
PDL
692
Portfolio Design Labs
California
$278K
RSWM
693
Robertson Stephens Wealth Management
California
$277K
LFG
694
Lockerman Financial Group
California
$275K
AWA
695
Arkadios Wealth Advisors
Georgia
$274K
VWA
696
VERITY Wealth Advisors
United States
$274K
SPI
697
Sutton Place Investors
New York
$273K
HCWM
698
Hidden Cove Wealth Management
Washington
$272K
TA
699
TruWealth Advisors
Louisiana
$269K
FAM
700
Flaharty Asset Management
Florida
$268K