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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
11.28%
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 %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$24.6M -$6.29M -59,204 -20%
WWM
52
Waterway Wealth Management
Texas
$24.5M +$24.1M +226,269 +6,034%
Osaic Holdings
53
Osaic Holdings
Arizona
$23.5M -$2.75M -25,952 -10%
Betterment LLC
54
Betterment LLC
New York
$23M +$19.3M +181,461 +525%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$22.7M -$3.88M -36,524 -15%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$21.6M -$3.48M -32,723 -14%
CIC
57
Carnegie Investment Counsel
Ohio
$21.4M +$2.17M +20,434 +11%
Nisa Investment Advisors
58
Nisa Investment Advisors
Missouri
$21.3M +$2.46M +23,155 +13%
LA
59
LVW Advisors
New York
$21.1M +$1.35M +12,719 +7%
Comerica Bank
60
Comerica Bank
Texas
$20.7M +$3.78M +35,542 +22%
B
61
Bailard
California
$19.8M +$15.1M +141,754 +322%
Members Trust
62
Members Trust
Florida
$19.1M -$803K -7,552 -4%
AFG
63
Arkansas Financial Group
Arkansas
$18.4M +$60.9K +573 +0.3%
MG
64
Mather Group
Illinois
$18.3M +$16.9M +158,721 +1,228%
AG
65
Ascent Group
Virginia
$18.1M -$2.78M -26,143 -13%
AA
66
Alesco Advisors
New York
$17M -$42.2K -397 -0.2%
PCIG
67
Partners Capital Investment Group
Massachusetts
$16.8M -$3.83M -36,022 -19%
EI
68
Ellevest Inc
New York
$16.8M -$39.7M -373,085 -70%
FCH
69
Freestone Capital Holdings
Washington
$16.6M +$34.1K +321 +0.2%
BOPW
70
Brandywine Oak Private Wealth
Pennsylvania
$15.2M -$329K -3,092 -2%
OCM
71
One Capital Management
California
$15.2M +$411K +3,869 +3%
GI
72
GAMMA Investing
California
$15M +$3.91M +36,730 +35%
MFG
73
Merit Financial Group
Georgia
$14.7M +$6.77M +63,632 +86%
SFA
74
Sequoia Financial Advisors
Ohio
$14.4M -$567K -5,331 -4%
EWA
75
EP Wealth Advisors
California
$14.3M +$6.56M +61,724 +85%