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iShares Short-Term National Muni Bond ETF

829 hedge funds and large institutions have $7.78B invested in iShares Short-Term National Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 316 increasing their positions, 306 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
+3
Holders Change %
+0.36%
% of All Funds
11.26%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.3%
New
75
Increased
316
Reduced
306
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWP
776
Gen-Wealth Partners
Michigan
$77.9K +$16.6K +157 +27%
HWA
777
HHM Wealth Advisors
Tennessee
$73.9K
CIAS
778
Capital Investment Advisory Services
North Carolina
$73.5K
PTC
779
Private Trust Company
Ohio
$73.2K -$84.5K -800 -54%
CICI
780
Capital Investment Counsel Inc
North Carolina
$69.6K
State Farm Mutual Automobile Insurance
781
State Farm Mutual Automobile Insurance
Illinois
$68.6K +$67.3K +637 +4,900%
HNB
782
Huntington National Bank
Ohio
$67.8K -$67.7K
M
783
MOTCO
Texas
$67.3K
PP
784
Pacifica Partners
Canada
$66.1K -$5.29K -50 -7%
CWM
785
Compass Wealth Management
Connecticut
$64K +$64K +606 New
WAOTB
786
Wealth Advisors of Tampa Bay
Florida
$60.3K +$60.3K +571 New
AF
787
Advisornet Financial
Minnesota
$50.9K +$7.08K +67 +16%
BL
788
BFSG LLC
California
$50.5K
MWM
789
Mascoma Wealth Management
New Hampshire
$47.5K
HFS
790
Hughes Financial Services
Virginia
$47.2K +$47.2K +447 New
1L
791
10Elms LLP
Oklahoma
$45.9K +$45.9K +435 New
S
792
SignatureFD
Georgia
$43.2K
AC
793
AlphaCore Capital
California
$42.8K +$42.8K +406 New
PC
794
Promus Capital
Illinois
$42K +$42K +398 New
LWCFA
795
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39.4K
BWAM
796
Boyd Watterson Asset Management
Ohio
$34.7K
CFFP
797
Center for Financial Planning
Michigan
$34.6K +$34.6K +328 New
AF
798
Abound Financial
California
$34.1K +$34.1K +323 New
VNA
799
Valley National Advisers
Pennsylvania
$30K +$30K +289 New
GWS
800
Greykasell Wealth Strategies
California
$29.6K +$29.6K +280 New