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iShares Short-Term National Muni Bond ETF

833 hedge funds and large institutions have $7.81B invested in iShares Short-Term National Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 319 increasing their positions, 306 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

4% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 306

1% more capital invested

Capital invested by funds: $7.74B → $7.81B (+$79M)

0% more funds holding

Funds holding: 830833 (+3)

0.46% less ownership

Funds ownership: 89.53%89.08% (-0.46%)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

Holders
833
Holders Change
+3
Holders Change %
+0.36%
% of All Funds
11.17%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.31%
New
75
Increased
319
Reduced
306
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$24.9M +$433K +4,092 +2%
CWM
52
Cahaba Wealth Management
Georgia
$23M +$568K +5,375 +3%
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$22.2M +$291K +2,752 +1%
MWM
54
Modera Wealth Management
New Jersey
$21.6M +$331K +3,131 +2%
AG
55
Ascent Group
Virginia
$20.7M +$19.7M +186,469 +1,914%
PCIG
56
Partners Capital Investment Group
Massachusetts
$20.5M +$17.9M +169,520 +696%
Members Trust
57
Members Trust
Florida
$19.7M -$598K -5,656 -3%
LA
58
LVW Advisors
New York
$19.6M +$12.4M +117,447 +173%
CIC
59
Carnegie Investment Counsel
Ohio
$19M +$19.1M +180,391 New
Nisa Investment Advisors
60
Nisa Investment Advisors
Missouri
$18.7M +$2.4M +22,725 +15%
LFG
61
Larson Financial Group
Missouri
$18.2M +$2.3M +21,719 +14%
AFG
62
Arkansas Financial Group
Arkansas
$18.1M +$574K +5,428 +3%
SC
63
Slow Capital
California
$18.1M -$567K -5,363 -3%
TC
64
TownSquare Capital
Utah
$17.4M +$4.34M +41,032 +33%
AA
65
Alesco Advisors
New York
$16.9M +$324K +3,065 +2%
Comerica Bank
66
Comerica Bank
Texas
$16.8M -$203K -1,917 -1%
BWM
67
Brown Wealth Management
Illinois
$16.8M +$4.55M +43,035 +37%
FCH
68
Freestone Capital Holdings
Washington
$16.5M +$661K +6,256 +4%
BOPW
69
Brandywine Oak Private Wealth
Pennsylvania
$15.5M +$264K +2,493 +2%
SFA
70
Sequoia Financial Advisors
Ohio
$14.9M +$3.65M +34,568 +33%
OCM
71
One Capital Management
California
$14.7M +$664K +6,282 +5%
AWC
72
Abundance Wealth Counselors
Pennsylvania
$13.1M +$256K +2,420 +2%
MML Investors Services
73
MML Investors Services
Massachusetts
$13M -$6.59M -62,382 -34%
SSWM
74
Sheets Smith Wealth Management
North Carolina
$12.7M -$504K -4,767 -4%
KPWS
75
Kestra Private Wealth Services
Texas
$12.6M -$44.5K -421 -0.4%