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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
I
851
INVST
Indiana
-$562K -5,325 Closed
IWA
852
Icon Wealth Advisors
Texas
-$536K -5,078 Closed
WB
853
WesBanco Bank
West Virginia
-$436K -4,132 Closed
RRCM
854
Rappaport Reiches Capital Management
Illinois
-$410K -3,884 Closed
SC
855
Savant Capital
Illinois
-$407K -3,854 Closed
TVM
856
True Vision MN
Minnesota
-$378K -3,582 Closed
WWG
857
West Wealth Group
California
-$374K -3,542 Closed
WAG
858
Winthrop Advisory Group
Massachusetts
-$314K -2,980 Closed
HG
859
Harbor Group
New Hampshire
-$304K -2,885 Closed
QPWM
860
Quadrant Private Wealth Management
Pennsylvania
-$292K -2,773 Closed
BFG
861
Bleakley Financial Group
New Jersey
-$287K -2,721 Closed
TF
862
Theory Financial
Colorado
-$280K -2,653 Closed
IB
863
Intrust Bank
Kansas
-$271K -2,570 Closed
AI
864
Auour Investments
Massachusetts
-$268K -2,529 Closed
SXL
865
Summit X LLC
Missouri
-$263K -2,497 Closed
PCA
866
Pallas Capital Advisors
Massachusetts
-$259K -2,454 Closed
HSBC Holdings
867
HSBC Holdings
United Kingdom
-$259K -2,452 Closed
TWM
868
TSA Wealth Management
Texas
-$252K -2,392 Closed
LIA
869
LifePlan Investment Advisors
North Carolina
-$250K -2,374 Closed
CAM
870
Creekmur Asset Management
Illinois
-$234K -2,215 Closed
SWM
871
Stark Wealth Management
Pennsylvania
-$228K -2,165 Closed
First Manhattan
872
First Manhattan
New York
-$220K -2,084 Closed
SFG
873
SevenBridge Financial Group
Pennsylvania
-$217K -2,045 Closed
FRA
874
Frank Rimerman Advisors
California
-$213K -2,023 Closed
AWA
875
Arkadios Wealth Advisors
Georgia
-$210K -1,992 Closed