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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
T
826
Transce3nd
Texas
$6.55K
EWM
827
EPG Wealth Management
Georgia
$6.44K
Q1WB
828
Quest 10 Wealth Builders
Virginia
$5.91K
VCM
829
Viewpoint Capital Management
Washington
$5.28K
CAM
830
Clarity Asset Management
Iowa
$4.13K
RCM
831
Raleigh Capital Management
North Carolina
$3.59K +$3.59K +34 New
EB
832
Eastern Bank
Massachusetts
$3.27K +$3.28K +31 New
BTI
833
Blue Trust Inc
Georgia
$3.06K -$106 -1 -3%
TRCT
834
Tower Research Capital (TRC)
New York
$845 +$740 +7 +700%
LI
835
LRI Investments
Florida
$528 +$529 +5 New
FM
836
Family Management
New York
$422 +$423 +4 New
CVM
837
Cheviot Value Management
California
$316 +$317 +3 New
SC
838
Stephens Consulting
Michigan
$106 +$106 +1 New
BNP Paribas Financial Markets
839
BNP Paribas Financial Markets
France
-$3.36M -31,852 Closed
FFM
840
Forum Financial Management
Illinois
-$1.9M -18,025 Closed
IAA
841
Independent Advisor Alliance
North Carolina
-$1.63M -15,500 Closed
Citadel Advisors
842
Citadel Advisors
Florida
-$1.49M -14,155 Closed
AAM
843
Austin Asset Management
Texas
-$1.05M -9,983 Closed
CFGS
844
Concourse Financial Group Securities
Alabama
-$1.03M -9,800 Closed
LWA
845
LifeGoal Wealth Advisors
New York
-$928K -8,795 Closed
BOC
846
Blue Oak Capital
California
-$837K -7,939 Closed
FHC
847
First Heartland Consultants
Missouri
-$773K -7,324 Closed
GS
848
GWN Securities
Florida
-$770K -7,292 Closed
JSA
849
Jacobson & Schmitt Advisors
Wisconsin
-$692K -6,560 Closed
OWA
850
Opal Wealth Advisors
New York
-$608K -5,767 Closed