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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
VWM
776
Valley Wealth Managers
New Jersey
$86.5K
FWA
777
FSC Wealth Advisors
New York
$84.4K +$317 +3 +0.4%
ADL
778
Asset Dedication LLC
California
$84K +$84K +795 New
BOJHT
779
Bank of Jackson Hole Trust
Wyoming
$79.9K +$50.2K +475 +171%
GWP
780
Gen-Wealth Partners
Michigan
$77.9K +$16.6K +157 +27%
HWA
781
HHM Wealth Advisors
Tennessee
$73.9K
CIAS
782
Capital Investment Advisory Services
North Carolina
$73.5K
PTC
783
Private Trust Company
Ohio
$73.2K -$84.6K -800 -54%
CICI
784
Capital Investment Counsel Inc
North Carolina
$69.6K
State Farm Mutual Automobile Insurance
785
State Farm Mutual Automobile Insurance
Illinois
$68.6K +$67.3K +637 +4,900%
HNB
786
Huntington National Bank
Ohio
$67.8K
M
787
MOTCO
Texas
$67.3K
PP
788
Pacifica Partners
Canada
$66.1K -$5.29K -50 -7%
CWM
789
Compass Wealth Management
Connecticut
$64K +$64.1K +606 New
WAOTB
790
Wealth Advisors of Tampa Bay
Florida
$60.3K +$60.4K +571 New
AF
791
Advisornet Financial
Minnesota
$50.9K +$7.08K +67 +16%
BL
792
BFSG LLC
California
$50.5K
MWM
793
Mascoma Wealth Management
New Hampshire
$47.5K
HFS
794
Hughes Financial Services
Virginia
$47.2K +$47.3K +447 New
1L
795
10Elms LLP
Oklahoma
$45.9K +$46K +435 New
S
796
SignatureFD
Georgia
$43.2K
AC
797
AlphaCore Capital
California
$42.8K +$42.9K +406 New
PC
798
Promus Capital
Illinois
$42K +$42.1K +398 New
LWCFA
799
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39.4K
BWAM
800
Boyd Watterson Asset Management
Ohio
$34.7K